News

CrowdStrike is generating record revenue and free cash flow while C3.ai works to rebuild from the ground up. The gap in execution between these two companies tells the whole story.

NVIDIA, Arista Networks and Vertiv offer exposure to AI infrastructure as surging capex drives demand for computing, networking and power systems.

AI leaders diverge on safety, regulation and competition as the U.S.-China race keeps pressure on the industry to move fast.

All three hyperscalers have invested staggering amounts of capital into their AI infrastructure build-outs.

Google just landed inside nearly every major Fortune 100 company, but having access and winning the deal are two very different things. The real fight is happening at a layer most investors never think about.

Goldman Sachs says AI spending is propping up S&P 500 earnings growth, but that same statistic reveals a fragile dependency on a handful of buyers whose budgets could shift any quarter.

The famed fund manager lowered his position in Amazon and was buying shares of Microsoft and Meta Platforms.

Anthropic just signed a compute bill so large it reshapes the math behind every NVIDIA forecast on Wall Street, and the number arriving ahead of the company's IPO raises a question Jensen Huang's own team has not fully answered yet.

If you are an aggressive growth investor willing to get in early, it looks like NuScale Power may have the lead over Oklo and TMC.

The $678 billion backlog that Microsoft's cloud business is sitting on suggests that the good times will continue.

The order in which a grandmother gifted cash versus appreciated stock to her grandkids meant a six-figure difference in what the IRS collected, and most estate plans get this sequence completely backwards.

Anthropic is reportedly seeking NVIDIA Corporation (NASDAQ:NVDA) as an anchor investor in an IPO that could value the AI developer near $2 trillion, with NVIDIA considering as much as $10 billion. Amazon.com, Inc. (NASDAQ:AMZN) already has far greater exposure through capital, cloud capacity and contracted spending. Reuters reported the talks on September 11, saying Anthropic […]

Investing.com -- Chinese President Xi Jinping used the BRICS summit in New Delhi to promote Beijing’s open-source approach to artificial intelligence, seeking greater international influence over AI development as competition with the U.S. intensifies, according to Bloomberg.

These stocks are demonstrating incredible performance and have a long growth runway.

Elon Musk recently praised a specific GPU stock during SpaceX's earnings call.

Zscaler (NASDAQ:ZS) executives outlined how the cybersecurity company is adapting its zero-trust architecture for AI agents, while also discussing new product launches, sales initiatives and the potential for continued growth in its core business. Speaking at a company session, Head of Product Adam

Anthropic's CEO just called on the entire AI industry to slow down, while his own company's balance sheet depends on the biggest accelerators in the business. The conflict at the heart of that position may be impossible to resolve.

The Magnificent 7 label vanished from Wall Street chatter, yet the profit engines behind these seven companies kept compounding in ways that have made betting against them one of the most punishing trades in recent memory.

The demand for AI is real, but what if the industry is building too much capacity? Here's the overlooked risk investors should be watching.

Microsoft Corporation (NASDAQ:MSFT) ‘s shares have marked a major turnaround in 2026. They are up by more than 20% since late-July following the firm’s second quarter earnings on July 29th. The fact that the firm has spent billions of dollars in investments in AI means that Microsoft Corporation (NASDAQ:MSFT)’s narrative is driven by the performance […]

Oil major Chevron Corporation (NYSE:CVX) is one of Cramer’s favorite stocks in the sector. Among the reasons that he likes the firm are its dividend, production projects, and its CEO, Mike Wirth. Naturally, in his morning appearance on the 3rd, the CNBC TV host discussed Chevron Corporation (NYSE:CVX) in the context of these reasons as […]

Microsoft Corp, the American Federation of Teachers (AFT) and the United Federation of Teachers (UFT) have agreed on a new “National AI Safety & Privacy Standard” for schools. The agreement, which was announced in a joint press release on Wednesday,...

The tech giant has rebounded from its recent slump, but there may not be much near-term upside left.

REDMOND, Wash.— Asha Sharma had zero experience in videogames when Microsoft put her in charge of cleaning up its Xbox business. While videogames have never been more popular, Xbox isn’t growing. Its GamePass subscription service has fallen far short of projections.

Nvidia stands out as the best stock to buy of the three.

The consumer price index rose 0.4% in August, month over month and 3.4% year over year.

An $800,000 split between two Nasdaq-100 income ETFs generates a stunning monthly payout, but the tax bill tells a completely different story than the distribution notices suggest.

Take-Two Interactive Software (TTWO) stock is down 13.4% over the past month, though still up 3.1% over three months. Over the past twelve months it has lost 12.5% while the S&P 500 returned 17.9%. The weakness is not the market's, and the doubt concerns one game, Grand Theft Auto VI, due on November 19.

The agreement sacrifices student-data flexibility to reopen a procurement market increasingly threatened by outright AI bans.

A major shift could reshape the AI spending boom