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Yahoo Finance Executive Editor Brian Sozzi sits down with Visible Alpha Head of TMT Research Melissa Otto to discuss how investors should navigate the technology sector following its recent market sell-off.
SPCX has fallen 35% from its peak, but Starlink profits, Starship progress and AI ambitions support a hold-and-watch approach.
Tech giants are borrowing at a pace that would have seemed unthinkable just a few years ago, betting that AI revenues will eventually justify the load. But skeptical investors, blocked construction projects, and corporate silence about real returns are raising questions the industry does not yet have answers for.
Jeff Bezos just told a Paris crowd that AI will cause a labor shortage, five months after his own company cited AI to justify cutting thousands of jobs. The contradiction runs deeper than it looks.
SentinelOne has quietly built a cybersecurity platform that four of the world's most powerful tech companies would each benefit from owning, but for very different reasons. Only one of them makes a clean strategic case without antitrust landmines or cultural resistance getting in the way.
It's growing fast and has plenty of opportunity.
Nvidia still dominates AI training, but a quiet shift in how hyperscalers spend their next trillion dollars is opening a lane for two chip designers most investors have barely considered.
(Bloomberg) -- Walt Disney Co. shares have been in a slump for years, but Wells Fargo Securities said there’s one possible move that could reverse the trend: ditching its streaming-video business.Most Read from BloombergLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Hormuz Route Open Despite Iran Declaration, Maritime Group SaysOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With AppleTrump Embraces Australian Retirement System Backed by Larry FinkUS Renews Iran Strikes as Bot
The fate of Grail's stock will ultimately be decided in the cost-benefit calculations of medical insurers.
Elon Musk recently posted on X that he thinks Anthropic's AI models are the most capable on the market.
(Bloomberg) -- Investors are flocking back to Apple Inc. as nervousness about artificial intelligence spending weighs on the stocks of chipmakers and cloud-computing giants. Most Read from BloombergLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Hormuz Route Open Despite Iran Declaration, Maritime Group SaysOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With AppleTrump Embraces Australian Retirement System Backed by Larry FinkUS Renews Iran Strikes as Both Sides Dispute Hormuz
Elon Musk’s space-and-AI company lost $4.9 billion last year and trades at 97 times sales. Investors need a lot to go right.
How would you like to buy three of the biggest drivers of global market returns since the turn of the century? What if they were on sale for the cheapest valuation in a decade or more?
On an early July episode of Mad Money, Jim Cramer walked through the Magnificent Seven one stock at a time and pushed back on treating them as a single basket. Cramer’s charitable trust owns six of the seven, save Tesla, and the point was that each name has its own thesis, growth curve, and risks. ... Jim Cramer Says Comparing the Mag 7 Is a Mistake: Here Are 5 Reasons Each Stock Is Different
Wall Street is sending a message to tech companies engaged in a historic borrowing spree to fund investments in artificial-intelligence infrastructure: for pity’s sake, please slow down. Over the past several weeks, the investment-grade corporate bond market has struggled to absorb a combined $75 billion of bond issuance from Nvidia SpaceX and Amazon.com That marks a shift from earlier in the year, when investors were generally happy to hand money to so-called AI hyperscalers by any possible means. While Nvidia and SpaceX were able to borrow at reasonably low interest rates, their newly issued bonds quickly slumped in the secondary market, disappointing investors who often like to flip such bonds.
Jeff Bezos just opened Blue Origin to outside investors for the first time, and his own $2 billion investment may be the strongest signal yet that he believes the company's biggest growth is still ahead.
The e-commerce leader has to fund its data center construction somehow.
Space Exploration Technologies is currently the seventh-largest company in the world by market capitalization.
Synchrony Financial (NYSE:SYF) is one of the best quality stocks to buy according to Wall Street analysts. On June 29, Synchrony announced key executive leadership changes across its Digital platform and Technology and Operations organizations to accelerate digital growth and AI adoption. Carol Juel has been named CEO of Synchrony’s Digital platform, succeeding the retiring […]
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