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Google just signed a nuclear power contract stretching to 2049, turning electricity from a volatile expense into a fixed cost across two decades of AI growth. Whether that move reshapes Alphabet's competitive position or arrives too late to matter is the real question.

International Business Machines (IBM) has given back 12.9% over the past three months and sits at $239.94, about 73% of its 52-week high. Management sees no evidence of clients moving off the mainframe. What has changed is that a key slice of IBM’s transactional software revenue rides on a purchase those clients have learned they can postpone.

Tech stocks were lower Thursday afternoon, with the State Street Technology Select Sector SPDR ETF (

Meta Platforms (META) trades at about $653, roughly 16% below its 52-week high, and at 11.3 times operating cash flow against 15.2 for the S&P 500. A discount of this scale on a business delivering 28% top-line growth presents a notable valuation divergence, though one largely explained by the company's surging capital commitments. The cash flow that multiple is priced on is money Meta plans to spend.

Warren Jenson, who previously served as finance chief at Amazon, NBC, Delta Air Lines, and Electronic Arts, will lead Polymarket's capital strategy

Shares of the AI-powered corporate travel booking platform sank after revealing higher operating costs and widening losses, but Wall Street says that isn’t the full story.

Microsoft (MSFT) runs the highest operating margin in its peer group and grows revenue faster than every rival there but one. Over the past twelve months its stock returned -0.5%, against 18.5% for the S&P 500 (SPY). At about $491.65 a share, it trades at 27.8 times earnings, second-richest in the group. Microsoft ranks first on profitability and fourth on the return, a gap worth explaining.

AAPL's iPhone Duo could drive upgrades and deepen ecosystem engagement, supported by strong iPhone sales, AI gains and Services growth.

Skyworks and Qorvo are surging while the rest of the chip sector bleeds red, and the divergence points to something specific happening behind the scenes of their proposed merger. Here is what the market appears to be pricing in.

Snap (SNAP) has slipped about 10% from its late-August high to around $5.31, and the reflex is to call it an entry point. The company underneath is healthier than the chart implies, but this stock has a long record of sharp falls, and what usually followed them is not encouraging. Snap is also funding Specs, a hardware bet whose payoff management puts years away. Start with the falls.

AI agents can already pick your next purchase, but they still can't pull the trigger without your permission. Five companies are quietly building the infrastructure that changes that, and they are not all the obvious names.

The retail giant is opening a new door to a platform it has largely kept at arm's length.

Call options on Oracle are trading richer than puts ahead of earnings, a pattern that almost never happens without a reason. Whether that reason reflects genuine conviction or a quirk of derivatives flow changes everything about how to read it.

All three major US stock indexes were down in late-morning trading Thursday, as oil prices continued

Nvidia's foundational role in artificial intelligence (AI) infrastructure sets the stage for future dividend hikes.

Jim Cramer raised a question on air that every Amazon investor should be asking right now: if the US debt market is big enough, why did the company just fly to London to raise billions?

The company whose chips Amazon has bet roughly $200 billion in 2026 capex to serve just had one of its own staff publicly estimate the odds of human extinction from AI at more than one in ten this decade. On X, Anthropic researcher Evan Hubinger wrote that “we really do earnestly believe AI could kill […]

JPMorgan and Goldman Sachs have both run the numbers on how much debt the biggest AI companies are piling into bond markets this year, and the figure they landed on threatens to reshape who actually sets long-term interest rates in America.

Netflix (NFLX) grew revenue faster over the past twelve months than Amazon, Apple, Comcast, or Disney and earned a wider operating margin than all of them except Apple. Its shares still finished those twelve months down 38.9%, the last of the five. The fall has not made the stock cheap. That is the mismatch worth explaining.

The partnership gives brands that advertise on Amazon access to ChatGPT's ad platform, which has reached $1 billion in annualized revenue

Alphabet just posted blowback earnings that crushed estimates across every major segment, yet the stock sits nearly 8% below last month's highs. Here is why that gap between operating momentum and share price could matter a lot to long-term investors.

Azure is crossing milestones, Copilot seats are multiplying, and 55 analysts refuse to budge from their bullish ratings, yet Microsoft shares have gone nowhere for a year while the broader market climbed 17%. One analyst sees a path to gains most investors would not dare put in a model.

One nuclear stock wins praise while another faces brutal downside

Stock Market Today: The Dow Jones index rises Thursday ahead of a key inflation report. Nvidia chipmaker TSMC falls on August sales.

Shares of Walmart had their worst day in nearly half a decade on Aug. 20 after the company reported fiscal second-quarter earnings. After years of outperformance, Walmart faced high expectations to boot, and its stock took it on the chin. “Walmart’s market share in some categories is breathtaking,” says John San Marco, senior research analyst at Neuberger Berman, which owns the shares.

A widening state backlash threatens Big Tech's costly expansion plans

The new deal brings Amazon's total Arianespace bookings to 24 launches as the company races to build out its broadband constellation

Amazon-backed (AMZN) Anthropic said Wednesday it discovered a fourth incident where its artificial i

Amazon-backed (AMZN) Anthropic has granted the European Union Agency for Cybersecurity, or ENISA, ac

Dave Ramsey told retirees to ditch bonds on live radio, and a close look at the actual Treasury yields and withdrawal math reveals whether that advice is reckless or overdue.