News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
President Donald Trump and China’s Xi Jinping are seeking stability as investors watch for progress on tariffs, trade deals, AI and Taiwan.
Sept 23 (Reuters) - A look at the day ahead in European and global markets from Wayne Cole.
In the past few weeks, Broadcom reported that it completed a multi-year share repurchase program totaling 41,000,000 shares for about US$10.93 billion, alongside launching a fixed-income exchange offer for its US$654.00 million 4.926% Notes due 2037. At the same time, management highlighted that AI semiconductors now generate more than half of Broadcom’s sales, supported by long-term commitments from hyperscale customers such as Anthropic, Alphabet, and Meta. We’ll now examine how Broadcom’s...
Alibaba Group Holding Ltd. is accelerating its data center expansion in Europe and the Middle East, propelling its 20-gigawatt global infrastructure buildout during China’s escalating competition in AI chips and models with the US.
Venture capitalist Chamath Palihapitiya warned that the rapid adoption of AI coding tools could push developers to focus on generating code faster rather than building better software and creating meaningful competitive advantages. AI Coding Risks On Sunday, Palihapitiya wrote on...
Alphabet has rewarded long term holders with a very large 3 year return, and with the stock around US$351 at the last close the live question is how well that price lines up with the cash the business is expected to generate. Alphabet has delivered a 175.8% return over the past 3 years, which puts real weight on whether that share price climb is fully backed by the cash flows the company can produce over time. Heavy spending on AI data centers, nuclear power deals in Finland and clean energy...
The company embraces nuclear as a way to power AI.
Anthropic is becoming a central driver of Broadcom’s AI growth story.
VGT promises tech exposure, but a classification rule buried in the index methodology quietly excludes three of the biggest names most investors assume they are buying. Knowing which ones changes how your whole portfolio actually fits together.
Google is testing whether its custom AI chips can become national infrastructure instead of remaining mostly a cloud advantage. A September 22 report from Seoul Economic Daily said Google met South Korean officials on September 9 to discuss supplying tensor processing units for the country’s sovereign-AI buildout. That puts Alphabet Inc. (NASDAQ:GOOGL) into a market […]
A deep dive into the rivalry between Intel and Taiwan Semiconductor shows why chip foundries are AI's real bottleneck, how Intel's 18A/14A comeback stacks up, and which foundry stock fits your risk.
The number worth watching at International Business Machines (IBM) is its annual recurring revenue. It kept growing through a weak quarter. You may expect the story here to be the missed second quarter or the falling stock. It is not. So how big is this recurring revenue business, and how fast is it growing.
A jury determined after trial that Google wrongly gathered analytics information even after mobile users attempted to block data collection.
Meta Platforms' (META) new AI agent Muse is teaming up with Shopify (SHOP) to help and enable consumers to complete online purchases. Yahoo Finance Tech Editor Dan Howley breaks down the value this represents for Meta.
Gemini creates a premium consumer lane beside Dell's much larger AI-server business.
Pershing Square’s latest filing reveals a calculated pivot between two tech rivals.
Netflix has "a growing YouTube problem," a Wall Street analyst says. Alphabet's YouTube is taking increasing viewer share.
Meta's new personal AI agent shattered download records and erased $200 billion in skepticism in a single session, but the cash flow statement tells a very different story about what comes next.
The real battle is over who controls online shopping
Wall Street has targets for Google, NVIDIA, and Salesforce, but one analyst thinks those numbers still leave serious money on the table heading into 2027. Here is the math behind three bold calls that could reshape how you size your tech positions.
The news that Amazon (AMZN) is banning AI agents from its digital storefront should have absolutely ruined Meta Platforms (META)’s 11% rally yesterday. Instead, the stock shrugged it off – and Elon Musk shows exactly why.
Anthropic PBC is releasing a new artificial intelligence model that’s meant to field a wide range of business tasks at a lower cost, part of the startup’s bid to keep ahead of rivals while it prepares for a highly anticipated Wall Street debut.
Meta Platforms Inc.'s new artificial intelligence agent, Muse, is ranked the No. 1 free app on the US Apple Inc. iOS App and Google Play stores.Muse was downloaded more than 902,000 times in the six days after Meta introduced it on Sept. 8, and is available for people 18 years and older. Bloomberg's Mandeep Singh joins to discuss.
Shopify stock rises for a second consecutive day as investors believe Meta’s Muse AI agent might be a very good thing for the company’s business.
The software job market is splitting in two, and the dividing line is not skill or effort. A new report reveals who wins, who disappears, and why the cycle may be impossible to break.