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Meta (META), Alphabet's Google (GOOG), WhatsApp, Apple (AAPL), and other platforms' responses to chi

NVIDIA's, Microsoft, Micron, SanDisk and Marvell have been highlighted in this Investment Ideas article.

Microsoft is ready for takeoff.

The revamped Search in Windows 11 prioritizes on-device information and files and does away with distracting recommendations and ads.

Mohamed El-Erian says a structural mismatch between borrowers and buyers has pushed the bond market to a breaking point, and Amazon's latest debt deal may have just revealed the first crack.

A prominent AI investor argues that the real winners of the AI boom are not the labs building the models, and the cash flow numbers already suggest a massive redistribution is quietly underway.

With Microsoft and Chevron joining forces to build a self-powered $7-billion AI data center 20 miles south of Pecos and with other companies envisaging similar plans, Waco economist Ray Perryman says there are justifiable concerns about ensuring that data centers do not lead to problems with the electricity supply or transmission capacity, although many of those concerns are being addressed. ...

Chevron (NYSE:CVX) has launched a new business with GE Vernova and Microsoft to supply natural gas power to AI data centers. The company has also signed a five year extension to supply natural gas to Alinta Energy in Western Australia. Chevron is best known for its oil and gas production. This new move into powering AI data centers links its existing natural gas operations with a fast growing digital infrastructure sector. The partnership with GE Vernova and Microsoft positions Chevron...

This stock thrives on volatility.

SpaceX (SPCX) and Tesla (TSLA) CEO Elon Musk was sparring with OpenAI (OPAI.PVT) CEO Sam Altman on X over the weekend. Yahoo Finance Technology Editor Dan Howley breaks down the details.

Fidelity runs a tech ETF that shadows VGT tick for tick at a lower fee, yet financial advisors quietly steer clients away from making the switch. The reason has nothing to do with performance.

Jim Cramer is bullish on SK Hynix after its ADR listing.

Every other Magnificent 7 stock sits far below its all-time high, yet Apple kept climbing while rivals splurged on AI. Whether that gap reflects genuine strength or a valuation trap worth avoiding is the question every investor needs to answer before July 30.

Oh, how the mighty have fallen.

Most AI investments force a choice between owning the infrastructure and cashing in on the product. One company has quietly collapsed that tradeoff in a way that changes the math on every other position in the sector.

Elon Musk is took aim at OpenAI CEO Sam Altman on X, following Apple's lawsuit against the AI startup.

Backed by historic corporate profits, insider buying, and bargain valuations, tech stocks are proving that the 2026 rally is built on rock-solid fundamentals, not hot air.

It's time to start thinking about ways to diversify away from tech concentration while maintaining equity market upside.

Hyperscaler giants are hemorrhaging cash while two chip names absorb every dollar they spend, but only one of those chipmakers belongs in a retirement portfolio and the answer may surprise you.

The company's fourth-quarter earnings are set to come out later this month.

Satya Nadella just argued that every enterprise adopting AI is quietly giving away its most valuable secrets, and he named the specific companies built to stop that from happening.

After shocking Wall Street with a huge earnings beat, Dell stock rocketed higher, lifting it toward a breakout.

You need to look beyond the tech sector to find great dividend stocks for the long term.

Retail is selling former leaders, but record market breadth shows the broader rally is still holding up.

CEG adds nearly 10 GW of power capacity as AI, data centers, electrification and U.S. manufacturing drive electricity demand.

Microsoft's stock has fallen to a price level where buyers have repeatedly stepped in, but this time it arrives with an unprecedented spending plan that will define the battle.

Every time Wall Street panics over Amazon's massive capital spending tab, one investor hits the buy button again. Here is the contrarian case that the loudest critics are confusing a bill for a bet they cannot afford to miss.

Wall Street is bracing for the worst out of Big Tech's Q2 earnings, and that gap between dread and reality may be exactly what sends the next rally higher. Five hyperscalers report soon, starting with Microsoft on July 29, and the setup looks nothing like the fear priced in.

Starbucks is ditching legacy software vendors for homegrown AI tools. Here's why that could eventually benefit companies like Toast.