News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
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 […]
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.
The Nasdaq Composite was up, the Dow Jones Industrial Average was down, and the S&P 500 Index was ro
Google is asking Android users to pay premium prices for Gemini-centered continuity.
Snapdragon gains another premium showcase, but Google disclosed neither unit commitments nor processor mix.
Mizuho Sends Bullish Message on Meta Stock as Muse Hits No. 1
Handshake COO Jon Stull joins Ashley Mastronardi on NYSE Live to discuss the benefit that job seekers receive from AI skills studio
Berkshire Hathaway just made a jaw-dropping move into a stock I have been quietly stacking for months, and the timing reveals something important about where the biggest money thinks this AI cycle is actually headed.
Adobe (ADBE) stock has lost about a third of its value over the past year, while the S&P 500 (SPY) gained about 18%. It has already bounced 28% in three months. Yet near $250 it still sits about 32% below its 52-week high. At current levels, multiple expansion appears largely contingent upon Adobe's ability to monetize its rapidly expanding freemium base before core top-line growth decelerates.