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Oracle's (ORCL) fiscal fourth-quarter results are likely to benefit from robust spending on technolo

At current prices, Microsoft (NASDAQ:MSFT) at $413.96 screens as attractive, Dell Technologies (NYSE:DELL) at $238.80 looks fully valued, and Intel (NASDAQ:INTC) at $113.01 looks overextended. All three have ridden the AI infrastructure wave, but the setup at each price has diverged sharply. Microsoft’s pullback has reset valuation against accelerating AI revenue. Dell’s run has front-loaded ... MSFT, DELL And Intel: Which Is The Better Buy

On a recent All-In Podcast episode discussed one of the biggest unresolved questions in the AI boom: Are companies actually generating meaningful returns from AI spending, or is Wall Street still pricing in future benefits that have yet to show up in the real economy? Chamath Palihapitiya, Jason Calacanis, David Sacks, and Altimeter Capital founder Brad ... Chamath Warns Companies Must Prove ROI from AI Within ‘500 Days’

The Invesco QQQ Trust, up 15% this year, offers a “barbell” strategy for exposure to both chip and software companies.

AI-driven traffic to SHOP stores surges 8x and AI orders nearly 13X in Q1 2026, as Sidekick and big AI integrations fuel growth.

Chevron (NYSE:CVX) has rallied hard off late-2025 lows, riding a sharp move in WTI crude from $60.04/bbl in January to $100.32/bbl by April. After a 39.44% one-year gain, the question is whether the easy money is already made. Our 24/7 Wall St. price target for Chevron is $163.37 over the next 12 months, implying -11.57% downside ... Is Chevron a Safe Bet in the Energy Sector?

Microsoft's (MSFT) revised revenue-sharing deal with OpenAI strengthens its long-term artificial int

The reported limit could improve OpenAI's IPO pitch while narrowing Microsoft's long-term upside.

Oracle (ORCL) could see fiscal Q4 upside and potential guidance upgrades from strong technology infr

On the May 8 episode of CNBC’s Halftime Report, the panel openly questioned whether the AI-driven rally has stopped discriminating between core AI plays and merely AI-adjacent names. One of the cleanest examples is Qualcomm (NASDAQ:QCOM), where the stock gained around 70% in a month despite posting merely decent results and guiding lower for the ... AI Rally May Have Gone Too Far With Some Stocks Up 70% in a Month

Net income margins and recent strategic moves set the stage for a closer look at how these tech giants are shaping their growth trajectories.

CRWV posted $2.1B Q1 2026 revenue and a $99.4B backlog as AI demand surged, but rising losses, debt and spending kept investors cautious.

(Bloomberg) -- A scorching rally in Intel Corp. shares is threatening huge losses for traders wagering that they’re due to fall. But that isn’t stopping them from placing those bets. Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO to Miss China Trip After Year of Travels With TrumpSince hitting a low on March 30, the chip

Court filings reveal scale of early AI ambitions

Amazon launched its debut Swiss franc bond in a record six-part deal

Micron Technology's stock has risen by almost 9x over the past twelve months, taking its market capitalization above $800 billion - one of the largest single-year gains in the company's four-decade trading history. The rally is driven by surging demand and a shortage of high-bandwidth memory, the specialized chips that sit alongside AI accelerators in data centers. Micron has pre-sold its entire HBM production through 2026 under binding contracts. Hyperscalers, including Microsoft (MSFT), Alphab

Court-disclosed documents showed Microsoft targeted a $92 billion return from its early OpenAI investments.

AMD's strong Q1 results and expanding AI portfolio are fueling optimism for further upside in AI servers and data centers.

CloudBolt Software has unveiled the latest version of its cloud management platform, emphasizing AI-ready operations, enhanced governance, and broader support for alternatives to VMware. This release highlights innovations that facilitate AI integration into cloud operations, allowing AI-assisted workflows to interact with cloud management functions through a governed framework. It also introduces more precise role-based access control and extends customization capabilities to cover...

Artificial intelligence is setting off the biggest infrastructure buildout since the early internet boom. Only this time, the stakes are larger, the power demands are higher, and the local pushback is louder. The world’s biggest tech companies are racing to build AI capacity because whoever controls the computing power may control the next decade of ... The AI Data Center Backlash Is Growing. Kevin O’Leary’s $1 Billion Stratos Project Reveals Why

The Trump-era rally is alive, well, and could bring markets to more elevated heights as we move through the summer months. Undoubtedly, not everyone is bullish on stocks at fresh highs, especially since the war with Iran could drag on for some weeks or even months longer. As a potential inflation wave clashes with an ... The Trump‑Era Rally Keeps Extending, and 2 Stocks Still Look Undervalued

Bytes Technology Group (LON:BYIT) reported higher full-year gross invoice income and modest gross profit growth, while operating profit declined as Microsoft incentive changes and internal sales realignment weighed on performance. Chief Executive Sam Mudd said the software solutions provider made “

Bytedance's social media platform TikTok on Tuesday made a last- ditch attempt at Europe's top court to scrap its ‌designation as a "gatekeeper" under EU rules, which require it to meet tougher standards ‌as regulators seek to curb the power of Big Tech. The case--the first EU Digital Markets Act "gatekeeper" challenge heard by ​the EU Court of Justice--could bolster or weaken Europe's attempt to rein in Big Tech to ensure competition and more choice for users.

JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI) and JPMorgan Nasdaq Equity Premium Income ETF (NYSEARCA:JEPQ) pull from very different stock universes. JEPI leans on S&P 500 names with a covered call overlay. JEPQ runs the same income playbook on the Nasdaq-100. The latest fact sheets show why that distinction matters in 2026. Defensive Blue Chips Anchor ... Why JPMorgan Equity Premium Income ETF Limits Upside While JPMorgan Nasdaq Equity Premium Income ETF Sacrifices Growth for 11.98% Yields

(Bloomberg) -- Amazon.com Inc. has begun the sale of its first Swiss franc bonds as it looks to raise a record six-part deal in the currency.Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyEpstein's Black Card: How He Moved Women With His AmexTrump Rejects New Iran Peace Offer as ‘Totally Unacceptable’The company is selling debt due in three, six, nine, 12, 18 and 25-years, according to a person f

Intel is demonstrating its worth in the age of artificial intelligence (AI) inferencing.

OpenAI and Microsoft agreed to cap total revenue-sharing payments at $38 billion, U.S. ‌digital news outlet The Information reported ‌on Monday, citing a person with knowledge of the arrangement. The ​development comes as OpenAI and Microsoft renegotiated a contract last month, making room for OpenAI to forge new partnerships with companies such as ‌Amazon and Google. The ⁠payment cap could help OpenAI present a stronger long-term pitch to investors ⁠as it works toward a public offering, which some executives said could take place as ​soon as ​the end of this ​year, according to ‌the report.

The foundry giant's growth has become increasingly tied to a small group of hyperscalers spending heavily on artificial intelligence.

Valuation concerns have hurt the stock in recent times.

Yahoo Finance Tech Editor Dan Howley joins Market Domination to discuss Anthropic (ANTH.PVT) funding as its valuation nears $1 trillion.