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Moby summary of MillerKnoll, Inc.'s Q1 2027 earnings call

The chipmaker’s CEO just signaled where AI demand is really heading

By Stephen Nellis SAN FRANCISCO, Sept 22 (Reuters) - When Apple's new desktop computers start shipping Tuesday, the company's executives will make an unusual pitch to corporate buyers: They are

Berkshire’s $365 billion in cash is a valuable asset in a rising-rate environment.

AMD CEO Lisu Su has been crushing it at a chip company that almost went bust when she walked in the door as a top executive in 2012.

Nvidia Corp.’s sinking stock valuation is sending a warning signal about the chipmaker’s prospects for maintaining its booming profit growth.

Kevin Warsh introduced a new element to the Federal Open Market Committee’s (FOMC) fight against inflation.

Alibaba Group Holding Ltd. is rolling out what it calls China’s most powerful AI chip, an accelerator to compete with Nvidia Corp. and underpin a massive expansion of data center capacity in coming years.

Iambic Therapeutics, Inc., an AI drug discovery company backed by Nvidia Corp. (NASDAQ:NVDA) and the Qatar Investment Authority, filed for an initial public offering, according to an S-1 filing with the SEC on Monday. Plans to List on Nasdaq, Under Ticker ‘IAM’ Iambic said it plans to use the IPO proceeds, along with its existing cash, to continue advancing its three cancer drug candidates through clinical development, with any remaining funds going toward general operating costs. It will go pub

The market has faced no shortage of obstacles this year.

Interest rates are rising, but that might be a blessing in disguise for the stock market.

A single quarter-point rate hike just wiped out hundreds of billions in NVIDIA's market value, and the forces behind that move are only getting more entangled with the AI buildout's financing structure.

It's easy to forget that this stock-picking outfit also outright owns a bunch of reliably profitable businesses.

Shares of AMD, Arm and Intel all jumped as optimism over growing demand for CPUs sent chip stocks higher.

Nike's deep brand strength makes it the most durable of the three, but On's Mbappé deal shows the challenger is gaining ground.

Tech stock news for the week of Sept. 21.

Jim Cramer posted something about Oracle that tells investors more about the state of the AI trade.

There are some valuable lessons investors should learn before Anthropic goes public.

Westinghouse's IPO could unlock significant value for its owners.

Nvidia and Micron headline a Q3 earnings season marked by broad-based growth, with both companies expected to deliver major year-over-year gains.

Nscale, a cloud computing rival of CoreWeave and Nebius, has filed for an IPO. Nscale stock will trade on the NYSE.

Trump’s Federal Open Market Committee (FOMC) scoldings continue to fall on deaf ears.

You need an actual strategy to avoid falling behind.

A growing Silicon Valley divide takes a more personal turn

Investors can add the fast-growing AI lab to their portfolios indirectly by picking up shares of Zoom Communications.

The leading network airline is a very different business from what it was a decade ago, and it might be time for the market to rerate its stock.

Bond yields rose ahead of the Fed rate hike, and investors should be worried about Wall Street and Main Street.

The U.S. economy is strong, but a valuation problem looms over the stock market.

Trump's tariff obsession just got some new legislative teeth.

Amazon and Alphabet will benefit in two big ways from Anthropic's IPO.