News

NVIDIA's $108B forecast highlights AI-quantum convergence, putting Quantinuum and QUBT in focus as hybrid computing commercialization advances.

Podcaster and tech analyst Dwarkesh Patel warned that a surge in AI-driven investment and potentially higher interest rates could severely hurt traditional, Warren Buffett-style value equities.The Discount Rate ThreatPatel argues that as frontier labs like OpenAI or Anthropic rapidly scale...

Microsoft (NasdaqGS:MSFT) is in focus after Bill Gates publicly backed a tax on AI and robots aimed at supporting human employment. Gates' proposal adds a new policy angle to debates on how fast companies adopt AI and automation technologies. Separately, Microsoft agreed a new collaboration with HUMAIN to expand Arabic-language AI use in Saudi Arabia and the wider Middle East. For investors, the mix of AI policy debate and rising demand for the infrastructure that powers these systems can...

When it comes to a capital spending bubble, the trick isn’t dancing when the music is playing, but knowing when it’s time to sit down. The scale of AI capital expenditures has been astounding. Since the start of 2024, roughly $500 billion has been spent on chips, $350 billion on power infrastructure, $200 billion on construction, and $100 billion on networking.

Big Tech, once the market leader, is being overshadowed by gains from the new stars of the artificial intelligence boom: semiconductor chipmakers.

ServiceNow stock nears a buy point as easing AI disruption fears and AI product sales fuel a sharp rebound from early 2026 plunge.

By Raphael Satter WASHINGTON, Aug 27 (Reuters) - Major tech companies including OpenAI, Anthropic, Microsoft, Alphabet, and Amazon are calling for a society-wide defensive surge to defeat what they

Megacap Tech Stocks Lag Nvidia as AI Money Pours Into Chips and Software

The correlation to the index is high, the five-year record shows wider swings for slightly less return, and neither of those says diversification.

ServiceNow's Agentic AI momentum drives $1B-plus AI ACV, broader enterprise adoption and new monetization opportunities despite rising competition.

Oracle cratered nearly 40% over the past year while quietly assembling a backlog that dwarfs its annual revenue, and now a single earnings date separates the stock from a potential breakout or a painful setback.

The supply bottleneck management used to name has gone quiet, and what replaced it changes the kind of company you own.

SpaceX (SPCX) Chief Executive Elon Musk and former White House AI czar David Sacks are scheduled to

Apple just posted its best June quarter ever while Microsoft locked up $678 billion in contracted backlog, but only one of these titans is making the kind of bet that shapes the next decade of enterprise technology.

The customers, the contracts, and the expansion rate behind Palantir's run were all on the record before the price moved, and the options market had stopped bracing for a big move.

Palo Alto Networks' CEO is warning that most AI cloud companies will collapse when GPU scarcity ends, but he carves out a narrow exception for a category of survivors he calls neoscalers. Nebius made his list, and the reasons why change the calculus entirely for investors watching the AI infrastructure boom.

The ETF invests only in "Magnificent Seven" stocks.

Look at the largest holdings of some of the most popular value funds and you might be surprised. The average fund in Morningstar’s Large Value category now has 18% of its portfolio in tech stocks that look expensive by classic valuation metrics. Benjamin Graham and David Dodd, the authors of the famous tome Security Analysis, believed investors should buy stocks trading below book value, an asset-based measure of a company’s net worth on its balance sheet.

Citizens’ $515 price target for Alphabet Inc. (NASDAQ:GOOGL) may look like a stretch, sitting at a street-high above the $425 average. However, this aggressive target is based on something concrete, representing approximately 32 times its 2027 estimated GAAP earnings per share for the company. Analyst Andrew Boone reiterated the target on August 26, along with […]

The options market is charging more than this stock's own past year of movement would justify, and the range it prices runs from a level inside the past year's trading range to one well above the top of it.

Nvidia stock rises and tech stocks advance in the wake of the company’s better-than-expected earnings.

Stock Market Today: The Dow Jones index falls, but tech futures rally Thursday as Nvidia, Salesforce and CrowdStrike surge on earnings.

The six-year agreement gives Anthropic access to 460 megawatts of compute capacity at an Nscale data center in West Virginia

In an interview with CNBC, Dan Ives stated that Palantir and cybersecurity companies such as CrowdStrike could also benefit from broader enterprise adoption of AI.

The tech sector looks set for an everything rally Thursday. Nvidia blowout earnings and a flurry of encouraging results from software companies, including Salesforce and Okta have reignited the artificial-intelligence trade. Apple and Microsoft were both down more than 1%, while Alphabet Amazon and Meta Platforms were all down less than 0.5%.

Investors now need proof that strategy becomes cloud revenue

Formal verification spent forty years as the most trustworthy technique nobody could afford. AI-assisted formalization is collapsing its cost curve, and with it, any excuse for unproven software. By Exec Edge Editorial Staff Almost all software reaches the world on the strength of testing. Engineers run a program through the cases they can think of, […] The post Years to Hours: Chris Hsu on the Inflection That Just Made Software Provable appeared first on ExecEdge.

Microsoft's stock has skyrocketed since Q2 wrapped up.

To paraphrase Justin Timberlake in his iconic turn in the 2010 film "The Social Network," a trillion dollars isn't cool. You know what is? $3 trillion.

Nvidia has struck an ultra bullish tone on memory chips.