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Most investors chasing AI have been looking at the same 10 names for three years. The next chapter belongs to the infrastructure layer below the headlines -- and two companies are quietly writing it.
NVIDIA Corporation (NASDAQ:NVDA) plays an important role in the quantum computing industry through its accelerated computing infrastructure and software platforms. For instance, the company integrates quantum processors with its AI supercomputers through tools like CUDA-Q, an open-source platform for hybrid quantum-classical applications, and NVQLink for seamless connectivity. The company also ranks as one of the […]
Microsoft Corporation (NASDAQ:MSFT) is pursuing quantum computing as a core long‑term pillar of its Azure cloud platform. The company is developing topological qubits based on Majorana physics, which are aimed at fault‑tolerant quantum computers with up to a million logical qubits on a single chip. The company also ranks among the Best Quantum Computing Stocks […]
Microsoft-backed (MSFT) OpenAI Chief Executive Sam Altman discussed spinning off the startup's robot
Meta’s stock has languished recently as concern grows over its spending on AI, leaving it unusually cheap. At around 18 times forward earnings, its valuation also represents a discount to other big tech companies. The premium for Google-parent Alphabet’s shares against Meta’s is the highest it has been since 2022.
(Bloomberg) -- Google parent company Alphabet Inc. has kicked off the sale of a six-part debt sale in euros, according to a person familiar with the matter who asked not to be identified.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysChina’s Unprecedented Defiance of US Sanctions Triggers ShowdownUS and Iran Trade Fire in Gulf, Jolting Four-Week-Old TruceFormer NYC Mayor Giuliani in Critical Condition, Trump SaysBeijing Tells China Firms to Ignore US Sanction
ServiceNow (NYSE:NOW) executives used the company’s Financial Analyst Day 2026 to argue that enterprise AI adoption is strengthening—not undermining—the company’s platform position, while outlining long-term targets for subscription growth, margins, and stock-based compensation. Darren Yip, Service
For two decades, China has used pricing manipulation, export controls, and market flooding to stop Western companies building independent rare earth supply chains, but one company just broke that playbook.
Adeia (NASDAQ:ADEA) reported first-quarter 2026 results driven by new license agreements and continued expansion beyond its legacy pay TV business, while also disclosing that President and CEO Paul Davis plans to step down later this year. Quarterly results and deal activity Davis said the company
Over the long-term, the stock market is very good at valuing companies. Not every stock price reaction to recent earnings reports seems fair. Through midday trading on Monday, more than 500 companies in the had reported quarterly results.
Microsoft Corporation (NASDAQ:MSFT) is one of the Most Promising AI Stocks to Invest In. On April 30, Bernstein analyst Mark Moerdler lifted the firm’s price objective on the company’s stock to $646 from $641 and kept an “Outperform” rating. As per Bernstein, though Microsoft Corporation (NASDAQ:MSFT)’s Q3 2026 was strong, with consensus being surpassed on major metrics, […]
Investors may want to keep CoreWeave firmly on their radar as it gears up to unveil its Q1 earnings on May 7.
Microsoft's earnings numbers looked solid, as it beat on Azure and its top and bottom lines.
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Tech stocks edged up Monday afternoon, with the State Street Technology Select Sector SPDR ETF (XLK)
Palantir Technologies (PLTR) is up over 5x in the last two years. It built its foundation on government contracts - defense, intelligence, and federal agencies - and that business is still growing fast. But the new growth vector is enterprise. Companies are moving from AI pilots to production deployment, and Palantir's AIP platform is becoming the infrastructure layer for that shift - autonomous workflows, real decisions, and running at scale.
Cerebras Systems plans to kick off the roadshow for its proposed initial public offering as the arti
Filing adds new tension to high-stakes AI trial
We recently published Jim Cramer Commented On Big Market Confusion & Discussed These 20 Stocks. Microsoft Corporation (NASDAQ:MSFT) is one of the stocks discussed by Jim Cramer. Technology giant Microsoft Corporation (NASDAQ:MSFT)’s shares are down by 4.8% over the past year and by 12% year-to-date. Cramer has discussed the firm several times over the past […]
Microsoft (NasdaqGS:MSFT) reportedly secured a major Pentagon agreement to deploy advanced AI tools across classified US military networks. The company amended its partnership terms with OpenAI, adjusting exclusivity around key models and services. AI agents and copilots are being integrated more deeply across Microsoft 365 and Azure, extending AI-powered workflows for enterprise and government users. For investors tracking NasdaqGS:MSFT, these moves sit at the intersection of defense,...
Microsoft's stock has been running in place for the past two years.
Shares of Micron Technology (NASDAQ:MU) are up 7% in Monday morning trading, changing hands at around $579 after closing Friday at $542.21. The move extends a parabolic run that has Micron stock up 103% year to date (YTD) in 2026 and up a staggering 618% over the past year. The session’s push has reignited a ... Micron Jumps 7%: Is the Memory Maker Now a Structural AI Winner?
Microsoft stock has found its footing following poorly received earnings, but it might need some hardware progress to rally further.
For months, the Nasdaq has moved at the mercy of the Middle East headlines and $100 oil. But a quiet, critical shift is happening.
NVIDIA (NASDAQ:NVDA) is the stock dominating every retirement account discussion, every cable hit, and every chart on Twitter, and the multi-year run is precisely why. The more important signal sits elsewhere. Semiconductor revenue is cyclical. Always has been. The Bureau of Economic Analysis already shows the math: manufacturing’s share of GDP fell from 9.7% in ... While NVDA Dominates Headlines, Here’s Where the Real AI Economics Are Hiding
Microsoft (MSFT)-backed OpenAI has secured more than $4 billion from investors for a new joint ventu
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