High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
The AI capital cycle already has clear winners, and three US-listed companies have locked in structural advantages most investors are still underestimating. Here is what the revenue data actually reveals about who holds the durable position.
Wall Street sees 85% upside in Broadcom versus 45% for Microsoft. But bigger upside doesn't always mean the better buy. Here's why I'm sticking with Microsoft as the smarter AI stock for 2026.
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q2. Today, we are looking at consumer internet stocks, starting with Expedia (NASDAQ:EXPE).
Sen. Bernie Sanders (I-Vt.) criticized major technology companies over the potential impact of artificial intelligence on jobs, privacy, electricity costs and the environment, while calling for a moratorium on AI data centers. Sanders Targets AI Billionaires On Wednesday, Sanders criticized...
Here is a way to collect an attractive income on INTU now, which you keep whatever the stock does, in exchange for agreeing to sell your shares if the stock climbs above a higher price.
NVIDIA Corporation (NASDAQ:NVDA) is weighing a step that would have seemed unthinkable a year ago: shipping its next-generation Rubin Ultra GPU with less memory than originally promised. According to The Information, the company has been testing at least three versions with reduced high-bandwidth memory, some as low as 192GB to 256GB, well below the 1 […]
Big Tech rivals are increasingly buying AI from each other
Microsoft Corporation (NASDAQ:MSFT) has spent years watching Google and Amazon build their own AI chips while it stayed mostly dependent on Nvidia. That’s starting to change. The Information reports Microsoft is preparing to launch its new Maia 300 AI chip this fall, possibly as soon as next month. It is already in talks with TSMC […]
Azure's contracted demand is helping Microsoft resist a brutal week for rate-sensitive technology stocks.
Marvell Technology (MRVL) could top expectations for its fiscal second-quarter results and provide a
Microsoft has rallied back from the plunges it took earlier this year, but can it go higher?
The per-unit delivery cost that management once led with is now the CFO's line, and the comparison it rests on carries a fuel and line haul exclusion, while the top of the story belongs to the cloud.
Cathie Wood is betting Tesla will become more than an automaker.
Both Microsoft and Nvidia just delivered blockbuster AI earnings, but only one of them has a realistic shot at returning 100% from its current valuation. The answer may surprise investors who have been betting on the obvious winner.
A billionaire investor says AI contributes nothing to corporate earnings growth, but Microsoft just filed numbers that tell a very different story. With Nvidia reporting in six days, the tension between trillion-dollar infrastructure bets and real-world returns is about to meet its biggest test.
The rest of tech just helped the Nasdaq overcome a chip stock slump. The tech-heavy Nasdaq Composite index was back up 0.6% after turning lower earlier in the session. The Dow Jones Industrial Average was up 422 points, or 0.8%.
Apple just posted its ninth consecutive earnings beat and a record Services quarter, but the real question is whether the market has already priced in everything good that is coming, or whether the biggest catalyst is still being underestimated.
PRGS vs. MSFT: Which Stock Is the Better Value Option?
SpaceX just handed NVIDIA a high-profile win by locking in 20% of its next platform, leaving AMD without a flagship logo at the worst possible moment. The real question is whether this signals a crack in Lisa Su's ambitions or just the cost of competing in a market built on scarcity and politics.
AAPL's 33.54X forward P/E tops its sector and peers, even as iPhone, Services and AI momentum support growth amid supply and currency headwinds.
Microsoft just signed off on a Texas data center that could flip IREN's bear case upside down, but the stock gave back its entire 6% surge within the first hour of trading. Here is what the acceptance milestone means for the bulls, the shorts, and the sector peers caught in the middle.
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