News

Wedbush raised its price target on Apple (NASDAQ:AAPL) to $400 from $350, with analyst Daniel Ives keeping an Outperform rating and calling the company “the sleeping tech giant about to see a major inflection point.” Ives estimates that roughly 20% of the world’s population will access AI through an Apple device over the coming years, ... Wedbush Hikes Apple Price Target to $400: AI Inflection Point Could Reach 20% of the World

Marvell Technology (MRVL) has rallied close to 80% year-to-date as the market rotated back toward AI infrastructure names.

Alphabet Inc. (NASDAQ:GOOGL) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer mentioned the company during the episode and said: What else? You need to have a cloud infrastructure to run the models. Think Google Cloud, Microsoft’s Azure, Amazon Web Services. You also got that […]

Amazon.com, Inc. (NASDAQ:AMZN) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer expects huge returns on the company’s data center investments, as he remarked: Data centers are about to give the believers extraordinary returns. I mean, unbelievable returns. The money’s worth it. We just can’t […]

Investor Gary Black, managing director of The Future Fund LLC, thinks that Uber Technologies Inc. could be poised to lead the Robotaxi sector ahead of Elon Musk-led Tesla Inc. and Alphabet Inc.‘s Waymo. Operational Leverage In a post on X...

Smart glasses are entering their iPhone moment in 2026, and for the first time in a generation, Meta and Google are defining the inflection. Industry projections show category sales rising from 6 million units in 2025 to 20 million units in 2026, and Apple’s flagship smart glasses do not ship until 2Q 2027, with full-display ... Smart glasses are about to have their iPhone moment and Apple is late to the party

Shares of IREN Limited (NASDAQ:IREN) are climbing Friday, extending a powerful run after the company unveiled a transformational partnership with NVIDIA (NASDAQ:NVDA). IREN stock changed hands near $61, building on a 5% opening pop. The reaction follows an 8-K filed May 7 at 9:05 p.m. ET detailing a $3.4 billion AI Cloud contract alongside a five-year ... IREN Jumps 7% on $3.4 Billion NVIDIA AI Cloud Deal, $2.1 Billion Share Investment Option

HeartFlow provides AI-driven tools for non-invasive heart diagnostics, serving hospitals and clinics with advanced cardiovascular insights.

TeraWulf (NASDAQ: $WULF) has reported a steep first-quarter loss as it pivots from a Bitcoin (CRYPTO: $BTC) miner t...

On Meta’s Q1 2026 earnings call, CFO Susan Li said the quiet part out loud. “We recently shared internally that we plan to reduce the size of our employee base in May. We believe a leaner operating model will allow us to move more quickly while also helping to offset the substantial investments we are ... Mark Zuckerberg Just Told 8,000 Employees Their Layoffs Are a Line Item in His $145 Billion AI Bill

Companies like Whoop are betting billions that consumers want less tech, not more— and the strategy is paying off in a massive way.

EU regulators said Google's current proposal does not fully address Digital Markets Act concerns.

Datadog (DDOG) has faced intense scrutiny regarding its vulnerability to hyperscaler competition. The bear case is well understood. Major cloud providers like Amazon (AMZN) and Alphabet (GOOGL) are actively bundling native observability tools into their core platforms, threatening to commoditize basic monitoring. At the same time, Datadog relies on a usage-based pricing model, which has prompted aggressive customer cost optimization and seat compression in a tighter macroeconomic environment. Th

Airbnb also said its customer support AI bot now handles 40% of issues without escalating to a human agent.

Alphabet's (GOOG, GOOGL) Google has been granted "a bit more time" to address the European Commissio

Inriver has achieved Microsoft Certified Software Designation for its AI-powered Product Information Management (PIM) platform, specifically designed for Manufacturing AI. Now available in the Microsoft Marketplace, this certification allows global Microsoft customers to discover and integrate Inriver’s solutions, enhancing innovation and business transformation through seamless compatibility with Microsoft products. The platform offers manufacturers enhanced capabilities for product data...

The company inked a potentially game-changing deal with YouTube and reported earnings.

We recently published Jim Cramer Said Sandisk Stock Performance is Befuddling & Discussed These 17 Stocks. Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks discussed by Jim Cramer. Technology giant Alphabet Inc. (NASDAQ:GOOGL)’s shares have been on a tear lately. They are up by 23% year-to-date and by 32.6% over the past month. BMO Capital […]

The AI company could surpass rival OpenAI in valuation if the raise goes through, according to the Financial Times

Fiery demand for AI stocks like Google, Broadcom, Micron, ASML and ever Caterpillar continues among the best mutual funds.

Galloway’s Defense of Apple’s Cash Choice On the latest Prof G Markets, Scott Galloway defended Apple (NASDAQ: AAPL) for authorizing a fresh $100 billion share repurchase while peers spend record sums on AI infrastructure. He framed Apple as the owner of “custody of the billion most important consumers in the world and wealthiest” and predicted ... Apple’s $100 Billion Bet: Could Buying Back Stock Beat Building AI Data Centers

Nvidia shares look cheap, no?

Here’s one way of sizing up the resurgence of the tech trade: The combined market cap of the Magnificent Seven is up $3 trillion since the start of the Iran war, according to Dow Jones Market Data. The seven tech titans—Apple, Microsoft, Alphabet, Amazon, Nvidia, Meta, and Tesla—are, for the most part, riding high on excitement over artificial intelligence.

The former Bitcoin miner reports steeper-than-expected losses in the first quarter as it transitions to developing AI data centers.

RBC sees a “two-speed” economy boosting tech, which could take the benchmark 10% higher over the next year.

EU regulators are giving Alphabet's Google a little bit ‌more time to sooth their concerns ‌after a previous proposal from the company fell short, ​the European Commission said on Friday. "Google is engaging with the Commission to defend itself and in other in order to offer a ‌solution that really ⁠addresses the concerns that were raised in the case and in the ⁠preliminary findings," Commission spokesperson Thomas Regnier told a daily news conference. The ​Commission, which acts as ​the EU competition ​enforcer, has charged Google with ‌breaching the Digital Markets Act, ​which aims ​to rein in the power of Big Tech, and is in the midst ​of finalising ‌its decision that could include a fine ​against Google.

Alphabet Inc. (NASDAQ:GOOGL) is one of the best stocks to buy for the next 15 years. On May 7, OTB Group, the parent company of fashion houses such as Diesel & Maison Margiela, partnered with Alphabet’s Google Cloud to launch a hyper-personalized shopping experience powered by GenAI. Using Google Cloud’s Virtual Try-On API, the initiative […]

The Silicon Valley lab behind the Claude artificial intelligence (AI) bot has set its sights on a valuation of close to $1tn as it steps up its war with ChatGPT maker OpenAI.

The AI boom has made Big Tech richer, bigger, and suddenly much hungrier for cash.

Hyperscalers' free cash flow heads to 2014 lows as Morgan Stanley lifts Big Tech AI capex to $1.1T by 2027.