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The AI chipmaker's growth story is still extraordinary, but rising competition and a premium valuation make another name in the space look more attractive.

AEye (NASDAQ:LIDR) reported higher first-quarter revenue and emphasized expanding commercial engagement across defense, transportation, automotive and infrastructure markets, while management said the lidar company remains focused on converting evaluations and proofs of concept into deployments. On

(Bloomberg) -- President Donald Trump arrived in Beijing for the first state visit to China by a US leader in nine years, as the world’s two largest economies look to stabilize ties with a summit playing out against the backdrop of the Iran war.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightMamdani Scraps Property Tax Hike, Counts Second-Home RevenueTrump Lands in China for Xi Trade Summit With Ira

By Max A.

(Bloomberg) -- China’s twin technology leaders reported revenue that fell short of estimates, signaling the challenges in translating higher AI spending into profits. Yet investors piled into Alibaba Group Holding Ltd. after the company declared it’s on track to triple revenue from artificial intelligence services.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightMamdani Scraps Property Tax Hike, Coun

Evolv's Q1 report looked pretty solid, but that wasn't enough to stop sell-offs.

The overall earnings picture continues to be of all-around strength and a steadily improving outlook, with Q1 results showing nice momentum while expectations for Q2 also trend higher.

On May 13, 2026, Nvidia’s latest peak helped drive a tech-led surge even as inflation and oil worries weighed on the Dow.

Moby summary of PolyPid Ltd.'s Q1 2026 earnings call

The S&P 500 and Nasdaq ran higher, led by Google, Nvidia, Tesla and other titans. Cisco earnings beat while AI chipmaker Cerebras will price its IPO.

Moby summary of Kornit Digital Ltd.'s Q1 2026 earnings call

Moby summary of Similarweb Ltd.'s Q1 2026 earnings call

Moby summary of FLEX LNG Ltd.'s Q1 2026 earnings call

Moby summary of National Vision Holdings, Inc.'s Q1 2026 earnings call

Elon Musk's private space venture, SpaceX (SPAX.PVT), is valued at over $1.5 trillion as investors await its mega-IPO in 2026. ER Shares COO and chief investment strategist Eva Ados explains why her firm is calling SpaceX a "three-engine empire," identifying its space infrastructure development, Starlink satellite, and possible space-based AI data centers as the company's core components and biggest drivers.

Cerebras’s IPO comes at a dramatic time, with chip stocks surging and many at or near all-time highs.

Will the AI chip leader beat Wall Street expectations again?

Investors got bad news on the inflation front for the second day in a row.

AI heavyweight Nvidia will report its first quarter results on May 20, in what is easily one of the most anticipated announcements of the earnings season.

AI heavyweight Nvidia (NVDA) will report its first quarter results on May 20, in what is easily one of the most anticipated announcements of the earnings season.

Nebius Group (NASDAQ:NBIS) reported a sharply higher first quarter for 2026 as demand for AI computing capacity continued to outpace supply, prompting management to raise its capital spending plans and expand its long-term power commitments. Co-founder and CEO Arkady Volozh said the company is buil

Tech stocks ripped higher on Wednesday despite a sharply hotter-than-expected April Producer Price Index reading that rekindled inflation anxieties and rate-hike fears, as strength in semiconductors fueled investor sentiment. Nvidia Corp. (NASDAQ:NVDA) rallied for the sixth straight session to above $226 per share, with the company’s market cap soaring above $5.5 trillion ahead of next week’s highly awaited earnings report. Speaking via Truth Social shortly before landing in Beijing, Trump told

Nebius Group N.V. (NASDAQ:NBIS) may not command the same attention as Nvidia Corp (NASDAQ:NVDA), but its latest quarter is suddenly giving Nvidia bulls another reason for confidence ahead of Nvidia earnings next week. Nebius stock surged after the company posted explosive first quarter results, with AI cloud revenue soaring 841% year over year. The company also highlighted multibillion-dollar AI compute agreements tied to Meta Platforms, Inc. (NASDAQ:META) and Microsoft Corp (NASDAQ:MSFT), reinf

Moby summary of Valens Semiconductor Ltd.'s Q1 2026 earnings call

Nuclear reactor startup Oklo updated investors across its three businesses. A July 4 criticality target looms for Oklo and other nuclear stocks.

US equity indexes traded mixed in midday trading on Wednesday amid a hot producer price inflation pr

Nebius stock soars after quarterly results.