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Alphabet (GOOGL) has gained 3.7% over the last five trading days while the S&P 500 fell 1.1%. A stock that rises in a down week gets attention. But five days say nothing about what Alphabet does to the rest of your money. The real question is what it does to your portfolio every time the market moves, because it travels further than the index in both directions.
NetApp (NTAP) has returned about 57% over the past twelve months, and it has just raised its revenue outlook for fiscal 2027 by $650 million. The easy read is that an AI storage boom is only getting started. The analysts who cover NetApp full-time kept returning to a narrower point: how much of a record quarter came from customers buying early, and what that leaves for the rest of the year.
A Goldman Sachs options gauge just flashed a signal so rare it has appeared only four other times in two decades, and the timing of each previous instance tells a striking story about where tech stocks headed next.
Marvell expanded its multi-year agreement with GlobalFoundries to secure additional SiGe manufacturing capacity for next-generation optical connectivity products.
Elon Musk‘s SpaceX (NASDAQ:SPCX) has a market cap of about $2 trillion, but its stock doesn’t trade like it. Over the past 22 trading sessions, the gap between SpaceX’s daily high and low averaged 4.53% of its closing price. That...
Arm's CEO says order books are overflowing and demand has never been stronger, yet the company keeps missing its own targets. Whether that gap points to a broken supply chain or a broken story changes everything for investors holding a 247x earnings multiple.
Artificial intelligence has turned software development at Microsoft upside down, and the changes reflect how technology is accelerating a wholesale reconsideration of the way the entire company functions. On Thursday, Microsoft is releasing a playbook detailing how it is navigating the AI upheaval. It includes lessons that employees like Julia Gao, a 23-year-old software engineer, have had to learn quickly as their roles have radically changed in a matter of months.
U.S.-listed Nokia shares rise after the company announces it has extended its relationship with Microsoft to advanced AI operations for telecom providers.
Alphabet's Search dominance built the empire, but a fast-moving segment now dwarfs it in growth rate and commands a backlog larger than the company's entire annual revenue. Here is what that shift means for where the stock goes next.
Nebius Group (NBIS) jumped over 6% in extended trading on September 16 following revised pricing strategies across its on-demand AI compute resources. Yet, the stock remains down roughly 22% over the trailing month due to balance sheet stress, equity dilution fears, and sector rotation. The central tension remains execution: can Nebius convert its massive backlog into revenue before heavy capital commitments squeeze liquidity.
Regulators keep throwing billion-dollar fines at Alphabet and the company barely notices, which raises a more interesting question about how you value a business that outgrows its own penalties every few weeks.
AMD's data center momentum goes up against Texas Instruments' fortress balance sheet in a classic growth-versus-stability face-off.
CRWV is scaling next-gen AI infrastructure with multi-rack Rubin clusters and new storage capabilities to accelerate complex workloads.
Nokia Data Suite and Microsoft Fabric will be combined to help telecom operators access network data in minutes instead of weeks
Oracle just delivered a blowout quarter and its shares cratered anyway, but a handful of Wall Street analysts are calling the selloff the opportunity of the year with a price target that would nearly triple your money.
These AI stocks can be excellent core holdings for a well-diversified portfolio.
Nokia and Microsoft are combining their telecom data and analytics platforms to support agent-based network operations across multi-vendor environments.
FEATURE Stock futures were rising on Thursday as investors got over the worst of their worries about the Federal Reserve’s interest-rate hike. Chip and memory stocks were trading higher ahead of the opening bell, despite fresh concerns about a slowdown in the development of artificial intelligence.
📈 Follow our live markets data and coverage. You didn’t have to know the difference between yellowcake and pound cake to see that nuclear energy was a hot trade last year. Its future remains bright, but investors who chased the rally’s latter stages are nursing losses.
Nokia shares were 6.3% higher—taking their year-to-date rise to nearly 70%—after it said it would partner with Microsoft to expand its data offering to telecommunications providers.
Apollo Global Management (APO) is in discussions with SoftBank to increase the size of a loan to $9
Hyperscalers issued $121 billion in bonds last year and are on pace for far more in 2026. Warsh says that's showing up in Treasury yields.
Two months after its public listing, IQM has agreed to sell a system to a research institution in Brazil.
Microsoft (NasdaqGS:MSFT) and Swedish nuclear company Blykalla announced a partnership to apply AI to nuclear reactor licensing processes. The collaboration will use Microsoft's GenAI for Energy Permitting Solution Accelerator within Blykalla's regulatory workflows in Sweden and the U.S. The project targets faster permitting and licensing for advanced nuclear reactors, a frequent bottleneck for clean energy deployment timelines. Microsoft's work with Blykalla on AI driven nuclear permitting...
archTIS Ltd has secured an A$119,000 contract with a Nasdaq-listed US regional bank for its Spirion Sensitive Data Platform, extending the company’s reach beyond its traditional defence and government customer base. The agreement is archTIS’ second Spirion contract win in two weeks, taking...
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