Dell, Sandisk and Micron led an AI sell-off, masked by megacaps such as Apple. SpaceX undercut its IPO price. Taiwan Semi, GE Aerospace earnings are due.
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Meta's newest recruits could lose their jobs once data center construction is finished. Nobody knows if they'll get hired anywhere else
The brokerage says Amazon offers a more attractive way to gain exposure to AI infrastructure and retail than two of its biggest rivals.

US stocks (^GSPC, ^DJI, ^IXIC) managed to close Wednesday's session higher despite a new sell-off appearing across the semiconductor industry. Baird tech strategist Ted Mortonson explains what rising memory chip costs could mean for tech consumers and companies like iPhone maker Apple (AAPL).
They are two of the biggest names in AI computing right now.
The brokerage says Amazon offers a more attractive way to gain exposure to AI infrastructure and retail than two of its biggest rivals.
FINANCE U.S. stocks edged higher Wednesday as gains in megacap technology names offset weakness in chip stocks. PayPal surged on reports of a takeover offer and another round of strong bank earnings kept Wall Street in an upbeat mood.
Meta and Alphabet may be competing in another field soon.
Shares of solar energy systems company Shoals (NASDAQ:SHLS) jumped 2.8% in the afternoon session after Jefferies raised its price target on the stock to $12 from $10, maintaining a Buy rating.
The artificial-intelligence-driven data center boom has been lifting the American economy, and sparking political blowback.
Vanguard's cheapest growth ETF carries a nearly perfect long-term track record and a three-cent price tag, but crack open the holdings and a very different story starts to take shape.
Google's biggest solar and battery project stands in sharp contrast with xAI's nearby unpermitted power plant.
Broadcom shares climbed Tuesday, July 14, 2026, after Morgan Stanley published one of its most forceful defenses yet of the company’s position in artificial intelligence chips. The relief looks fragile. The stock is still down sharply from the record high it set barely six weeks earlier, and this ...
Booking Holdings, Alphabet, and six other companies have underperformed their sectors despite improving earnings expectations, setting up potential upside during second-quarter earnings season.
(Updated with Google's response to a request for comment in the second paragraph.) Alphabet's (GO
According to a report by The Information, Apple has held discussions with bankers about potential chip acquisitions in recent months.
Amazon's CEO quietly announced something about its chip business that rewired how one investor thinks about the stock, and Wall Street's reaction was almost silence.
The deceptive practices Microsoft is accused of include "dark patterns" - design techniques used to manipulate users into making choices they may not otherwise make.
Apple is looking to buy chip companies to bolster its efforts to make server processors for running AI, The Information reported on Wednesday, citing people familiar with the matter. • Apple's interest comes as it faces challenges with the performance of its in-house AI servers, which currently run on internally designed M2 Ultra chips, according to The Information. • It had originally planned to ship a future version of its AI server chip, known internally as "Baltra", this year, but the project has been pushed back, people familiar with the matter told The Information.
Alphabet's AI momentum across Search and Cloud, surging backlog and improving economics support its premium valuation despite heavy spending.
Berkshire has been quietly reshuffling its most iconic positions, and the current prices on Apple, American Express, and Coca-Cola tell three very different stories about where patient money should sit right now.
Apple is officially shopping. The iPhone maker is quietly exploring acquisitions of semiconductor startups to supercharge its artificial intelligence server capabilities, moving aggressively to close the gap in the high-stakes AI arms race. According to a report from The Information, Apple has been in active talks with investment bankers and semiconductor startups over the past few months to gauge potential buyouts. The driving force behind this push? A pressing need for more horsepower. Current
VUG and SCHG own nearly the same stocks, charge nearly the same fees, and attract nearly the same investor. But stretch the comparison across a decade and one fund quietly pulls thousands of dollars ahead on an identical starting stake.
Alphabet Inc. (NASDAQ:GOOGL) is one of the Best Quantum Computing Stocks to buy and Hold Forever. The company has a dedicated research division building superconducting quantum processors like Sycamore and the newer Willow chip. Recently, on July 2, Reuters reported that Alphabet Inc. (NASDAQ:GOOGL) aims to raise more than $80 billion in equity offerings and […]
Opening Bid's stock of the day is Paramount (PSKY). Yahoo Finance Executive Editor Brian Sozzi is joined by AllSource Investment Management founder and managing partner Patrick Kennedy, HSBC strategist Duncan Toms, and Yahoo Finance Senior Business Reporter Brooke DiPalma to discuss the investment case for the media company, weighing its risks and opportunities. The panel also examines the legal scrutiny surrounding Warner Bros. Discovery's (WBD) acquisition and its implications for the broader media landscape.