Thanks to AI fervor, equities have climbed despite headwinds from the Mideast conflict. Analysts detail the climate for stocks in the rest of 2026, including IPOs, small caps and more.
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Take-Two Interactive Software's (TTWO) Rockstar Games said "Grand Theft Auto VI" pre-orders will ope
Oppenheimer raises its SpaceX price target and estimates, citing stronger visibility into the Cursor deal and a vertically integrated AI stack spanning compute, models, data and applications.
AI firms shift toward usage-based billing as enterprise customers face higher costs for heavier chatbot and agent use.
Microsoft Corp (NASDAQ:MSFT) is expanding its artificial intelligence business in China, with ByteDance expected to spend more than $1 billion annually on the company's AI and cloud services, according to a Bloomberg report. Bloomberg reported that Microsoft has become a key provider of...
The artificial intelligence boom is reshaping more than just software. It is rewriting the economics of the entire technology industry. The four largest hyperscalers — Amazon (NASDAQ:AMZN), Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), and Meta Platforms (NASDAQ:META) — are expected to spend roughly $750 billion on AI infrastructure in 2026. That spending spree is consuming enormous amounts ... Tim Cook Says Apple Is About to Get Swamped By a “100-Year Flood”
For an investor in Oracle (ORCL), the headlines are dizzying. The company is signing AI infrastructure contracts by the tens of billions and has built a backlog of future business that seems to defy gravity. Yet the stock has been under pressure, down 12.2% over the past year, suggesting the market sees more to the story.
SpaceX (NASDAQ:SPCX) stock is down 8% on Thursday, June 18, sliding to $176 a day after the Federal Reserve’s latest policy decision. The pullback broke a three-day winning streak, the first losing session since the company’s IPO on June 12. SPCX stock touched a session high of $188.40 and then dropped quickly. That volatility, following ... SpaceX Drops 8% as the Post-IPO Cooldown Deepens: Profit-Taking or Fading Hype?
NBIS' $9.3B cash reserve and funding flexibility could support its AI cloud buildout as demand exceeds supply and capacity sells out.
Apple Inc (NASDAQ:AAPL, XETRA:APC) plans to raise prices on some of its products as surging memory and storage chip costs pressure its supply chain, CEO Tim Cook told The Wall Street Journal in an interview. "Unfortunately, price increases are unavoidable," Cook told the publication. "We're...
Oracle’s (ORCL) stock is up by over 120% since the beginning of 2023. That is great for Oracle. But wait a minute, IBM’s (IBM) stock is up a comparatively lower 91% during the same period. Hard to believe, but Oracle’s stock appreciation is well ahead of IBM’s stock. This is despite the stark contrast in how both companies generate cash. Over the trailing twelve months, IBM consistently generated massive free cash flow, pulling in a highly robust $12.2 billion. Oracle, over its most recently rep
Jefferies stated that IREN's 6 GW power portfolio and major deals with Microsoft and Nvidia position it as an emerging AI infrastructure player.
SpaceX opened lower on Thursday, extending losses from the prior session.
SpaceX was set to open lower on Thursday, extending losses from the prior session.
Technology could solve problems beyond classical computers
Companies In The Article Are:LZB,LION,NFLX,ORCL,TWWO
(Bloomberg) -- The artificial-intelligence race is becoming so expensive that it’s snuffing out one of the key forces that has helped keep Big Tech stocks soaring for years: steady share buybacks.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingTrump Blows Through His Iran Red Lines in Justifying Peace DealIran’s Deputy Foreign Minister Confirms Deal Reached With USApple Plans Camera AirPods Alongside Upgrad
The top ten US technology stocks now account for nearly 40% of the S&P 500's total market capitalisation, marking the highest concentration since the late 1990s tech bubble and well above the 25% recorded during the dotcom crash itself. That figure underscores how completely artificial...
The stock market is salivating over big increases in corporate earnings, but there’s a catch. Analysts expect S&P 500 companies’ earnings growth to top 20% for a second consecutive quarter in the current period, in part because of soaring profits by semiconductor makers and other AI-infrastructure companies. This combination has worked wonders for corporate earnings broadly.
Talks for a potential $3b+ cloud infrastructure leasing partnership between Oracle and Microsoft reportedly fell apart over security certification requirements for U.S. government workloads. Reports indicated that Oracle did not agree to add FedRAMP security certification, which is commonly required for regulated public sector contracts. Oracle publicly disputed the characterization of events and emphasized that Microsoft remains both a customer and a partner. Oracle (NYSE:ORCL), trading at...