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The artificial intelligence (AI) ETF trade is increasingly broadening beyond semiconductor giants and hyperscalers. Investors are now broadening their focus beyond traditional AI semiconductor plays like Nvidia Corp (NASDAQ:NVDA) to companies that directly monetize surging AI demand through cloud infrastructure and compute services. That shift came into sharper focus Wednesday after shares of Nebius Group (NASDAQ:NBIS) jumped more than 14% in early trading following explosive quarterly results f

The Dow industrials led U.S. stocks lower with fresh signs of growing price pressures from the war weighing on investors.

Figma (NYSE:FIG) has had a brutal first nine months as a public company. After pricing its IPO at $33/share on July 31, 2025 and trading as high as $142.92, the design-software leader has collapsed back near its 52-week low. I see that drawdown as a buying opportunity. Our 24/7 Wall St. price target for Figma ... Figma Price Prediction: The Stock Could Pop Over 125% This Year

IonQ (IONQ) CEO, Niccolo de Masi, has successfully anchored investor expectations to the AQ 64 hardware milestone as the primary gateway to the 2040 quantum economy. However, while institutional resilience has remained high following a record-breaking first quarter in 2026, the underlying physics that drive IonQ’s massive upside also create a symmetric, high-magnitude downside risk. The current market capitalization, which has fluctuated near $21 billion following the May 6 earnings report, assu

Good Morning Traders! Today's economic calendar for Wednesday is lighter overall, but markets will still be closely watching inflation related data and Treasury activity. The key release comes at 8:30AM ET with Producer Price Index data, including headline and core PPI figures, which will provide additional insight into inflation pressures following yesterday's CPI report. Markets may react sharply if producer inflation comes in materially above or below expectations. Additional events include c

Hot CPI didn't stall markets for long, while the Clarity Act has already received 100 amendments ahead of tomorrow's markup.

ASML is the sole provider of EUV lithography machines vital to advanced AI chips from Nvidia and more. ASML stock is testing a breakout to a record high.

Alphabet's central valuation estimate has been updated, with the Fair Value price target moving from US$375.79 to US$427.89. That shift comes as research on the stock has turned highly active, with many firms lifting targets and a smaller group trimming targets or ratings. This gives you a blend of upside cases and risk warnings to weigh. As you read on, you will see how this mix of price target changes and fresh commentary can help you track the evolving narrative around Alphabet. Stay...

New York Times (NYSE:NYT) reported a strong start to 2026, with executives pointing to continued digital subscription growth, a sharp increase in digital advertising revenue and ongoing investment in video journalism as key themes from the company’s first-quarter earnings call. President and Chief

If it feels like growth stocks can’t continue their outperformance much longer, ignore that feeling. The Vanguard S&P 500 Growth Index Fund Exchange-Traded Fund, home to companies with high sales growth including Nvidia Advanced Micro Devices Microsoft and Eli Lilly is up 13% in the past month. A couple of factors have driven the performance of the growth stocks.

Broadcom Inc. (NASDAQ:AVGO) is one of the best AI enabler stocks to buy now. The latest AI infrastructure angle came on May 11, when SDxCentral reported that Blackstone and Apollo Global Management were in talks with Broadcom Inc. (NASDAQ:AVGO) over a financing deal of about $35 billion to support the company’s AI chipmaking buildout. The […]

Apollo warns mega cap dominance is reshaping the market

↗️ Nvidia (NVDA): Shares in the chip maker gained over 2% in premarket trading. CEO Jensen Huang has at the last minute joined President Trump on his trip to China, where chip-sale restrictions may be among the topics the president discusses with China's Xi Jinping.

This chipmaker is experiencing an inflection point in its growth trajectory.

The proceeds will be used to accelerate Isomorphic Labs’ pipeline of therapeutic programmes and further develop its IsoDDE AI drug design engine.

The proceeds will be used to accelerate Isomorphic Labs’ pipeline of therapeutic programmes and further develop its IsoDDE AI drug design engine.

On Tuesday, Sen. Elizabeth Warren (D-Mass.) launched a renewed push to examine whether the rapid expansion of AI data centers run by major technology companies is driving up electricity costs for American households. Warren Raises Alarm Over AI Power Consumption In a post on X, Warren said that "a single AI data center uses as much electricity as 100,000 households." She argued that utility companies are shifting infrastructure upgrade costs onto consumers instead of Big Tech firms. "Utility com

The integration will allow Google Pay users using Gemini or Google Search to select Klarna at checkout.

This semiconductor leader has added more than $1 trillion in market cap over the past year. There's likely more to come.

Technology investor SoftBank Group reported on Wednesday that its net profit more than tripled to 1.83 trillion yen ($11.60 billion) in ‌the January-March quarter, as it booked gains on its investment in ChatGPT-maker OpenAI. It ‌was SoftBank's fifth consecutive quarterly profit, with the Vision Fund investing arm booking an OpenAI-driven gain of 3.1 ​trillion yen in the quarter. SoftBank founder and CEO Masayoshi Son is one of OpenAI's most enthusiastic backers, with the group saying its cumulative gains on the investment total $45 billion.

NiSource (NYSE:NI) reaffirmed its 2026 earnings outlook and raised its long-term growth expectations after reporting first-quarter adjusted earnings that management said reflected regulatory execution, infrastructure investment recovery and growing momentum in its data center strategy. The regulate

SpaceX is scouting possible U.S. and overseas locations to build new "spaceports," CEO Elon Musk said on Tuesday, as the company prepares for a future in which its massive Starship rocket could launch thousands of times a year. Musk Says SpaceX Seeks New Spaceports Musk took to X to state, "SpaceX is considering several locations domestically and internationally to build the world's most advanced spaceports!" He quoted a post from SpaceX that said the company intends to launch Starship frequentl

(Bloomberg) -- Chinese investors are heading into the earnings season demanding proof that billions in AI spending by tech giants is paying off.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyMamdani Scraps Property Tax Hike, Counts Second-Home RevenueIran Makes New Offer on Uranium in Response to US, WSJ SaysThat spotlight will fall on Alibaba Group Holding Ltd. and Tencent Holdings Ltd. whe

On April 20, an unoccupied Waymo robotaxi encountered a flooded section of road in San Antonio during extreme weather. Instead of stopping, it slowed down and kept going. The vehicle was swept into Salado Creek. It had to be recovered from the waterway days later. Ten days after that incident, ...

Cloud providers are scrambling to profit from the race to adopt AI. One was the runaway champ.

Investing.com -- The artificial intelligence startup Anthropic PBC is seeking to raise at least $30 billion in a new financing round, according to reporting from Bloomberg, citing people familiar with the matter. This capital injection would represent the firm's largest funding effort to date as it scales to meet intense market demand. Discussions are currently centered on a pre-money valuation exceeding $900 billion for the developer of the Claude chatbot. While one source indicated the round c

Alphabet Inc. (NASDAQ:GOOG) is one of the top “blue chip” stocks that were suddenly on fire in April. Reuters reported on May 6 that, according to a European Commission document seen by it, Alphabet Inc.’s (NASDAQ:GOOG) Google has offered to change its ​spam policy criticised by publishers in an attempt that may support it in […]

We just covered Grok’s Latest Stock Portfolio in 2026: Elon Musk’s AI Chatbot’s Top 10 Stock Picks. Broadcom (NASDAQ:AVGO) ranks #4 (see Grok’s Latest Stock Portfolio in 2026: AI Assistant’s Top 5 Stock Picks). Number of Hedge Funds: 202 Broadcom (NASDAQ:AVGO) is the biggest position in the Grok portfolio at 8.58%. Grok believes the bull […]

Yahoo Financed Tech Editor Dan Howley and Futurum CEO Daniel Newman join Asking for a Trend to discuss the chip trade and the AI trade.

(Bloomberg) -- Anthropic PBC is in early talks with investors to raise at least $30 billion in fresh financing, according to people familiar with the matter, setting the stage for what could be its largest funding round yet.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyIran Makes New Offer on Uranium in Response to US, WSJ SaysMamdani Scraps Property Tax Hike, Counts Second-Home RevenueThe