News

Qualcomm Faces Fresh Wall Street Warning Despite Ambitious AI Growth Plans

Wall Street Wobbles as U.S.-Iran Conflict Intensifies, Nvidia Leads Tech Decline

On July 15, 2026, 3M Company announced a partnership with Microsoft in which Azure will be the first hyperscale cloud to deploy 3M’s Expanded Beam Optical technology in its AI-focused data centers, while 3M adopts Microsoft’s AI and digital platforms across core business functions. This collaboration highlights how 3M is pairing its materials science and optical connectivity strengths with Microsoft’s cloud infrastructure to support AI infrastructure growth and modernize 3M’s internal...

The sharp rally in AI chipmakers is beginning to lose momentum. Investors are questioning whether hyperscalers can make returns that justify their massive investments, with some quietly preparing for a slowdown in the nearly $1 trillion AI spending cycle. According to UBS estimates, hyperscalers’ capex will rise 76% this year to $673 billion, but will […]

Kindig said investors want proof that AI monetization is finally catching up with heavy capital spending.

Billionaire Warren Buffett is known for many things, whether its his decades leading Berkshire Hathaway, his investing wisdom or his philanthropic efforts. Buffett’s philanthropy takes center stage this week with donations announced for family foundations and a new plan to...

The same instinct Microsoft showed in acquiring Xbox—spend big now, trust that it pays off later—is running through its AI business, Naveen Parihar writes.

(Updates with index/price moves, macroeconomic data and company/geopolitical news from the first par

Advanced Micro Devices Inc (NASDAQ:AMD, XETRA:AMD) hosts its Advancing AI 2026 event next week in San Francisco, its first dedicated AI day since June 2025 when it launched its MI350 series GPUs and previewed its Helios rack system. Jefferies analysts expect AMD to raise its addressable...

Artificial intelligence infrastructure remains one of the market’s biggest investment themes, but it has also become one of its biggest sources of anxiety. Hyperscalers including Meta Platforms (NASDAQ:META), Microsoft (NASDAQ:MSFT), and Alphabet (NASDAQ:GOOG) are committing hundreds of billions of dollars annually to data centers, GPUs, and networking equipment, prompting concerns that debt and capital spending ... Nebius’ $775 Million Debt Deal Changes Everything About Its AI Growth Story

AWS growth is tied to AMZN's roughly $200B 2026 AI spending plan as new AI launches, partnerships and customer investments fuel its next phase.

Alphabet heads into Q2 earnings with prediction markets pricing in a near-certain beat, but the real question is whether one fast-growing business segment can justify what bulls are calling a deeply discounted valuation.

Nebius said the $775 million loan was backed by GPU hardware already deployed in its data centers and cash flows from an existing customer contract.

Alphabet just posted its strongest quarter in years, yet the stock tumbled 4% in a single session on fears that its AI brain drain is worsening. Here is why a growing chorus of analysts sees that selloff as an opening rather than a warning.

Nvidia is close to losing its place as the world’s largest company by market valuation. Nvidia shares were down 1.8% at $203.75 in early trading Friday. The iPhone maker surpassed Nvidia in early trading, according to Dow Jones Market Data.

Oracle just shed a third of its value in a month while sitting on a backlog that one top Wall Street analyst calls the clearest forward-revenue signal he has ever seen in enterprise software. Something in that math does not add up, and figuring out which side is wrong could define the trade of the year.

Microsoft stock has lost nearly a fifth of its value this year while its AI business clocks a $37 billion run rate and its contracted backlog nearly doubles. Wall Street is almost unanimously bullish, but our model arrives at a very different destination than the consensus.

Before Apple shares took off, management was repeating the same clue on its earnings calls, a clue the rest of the market seemed to be ignoring.

GOOGL heads into Q2 earnings with AI-fueled momentum in Search, Cloud and YouTube, even as heavy infrastructure spending pressures near-term margins.

Microsoft Corp (NASDAQ:MSFT) CEO Satya Nadella criticized Anthropic's Fable 5 model in an internal meeting with Copilot engineers, saying the AI's refusal of certain requests feels "editorially controlled" and "doesn't make sense," CNBC reported. "If you use Fable, when it refuses for any...

A virtually unknown megacap ETF has spent a decade quietly outperforming the S&P 500, yet most growth investors have never put it on their radar. Before you dismiss it as just another large-cap fund, consider what its extreme concentration actually reveals about where the market's real power is hiding.

Oracle's cloud backlog just shattered records while the stock collapsed to near its 52-week low, creating a gap between fundamentals and price that rarely survives for long. Two overlooked forces from last quarter suggest the selloff may have handed investors a rare window.

Apple reached a market cap of $4.88 trillion on Friday, edging past Nvidia's $4.86 trillion as chip stocks declined

Wedgewood Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here. Wedgewood Composite delivered a net return of 9.4% in the second quarter compared to 15.2% for the Standard & Poor’s 500 Index, 16.7% for the Russell 1000 Growth Index, and 13.9% for the Russell 1000 […]

DIVO has raised its monthly payout three years running and sits on $5.25 billion in assets, but one holding carries a debt load that raises questions about how long the streak can continue.

Meta is reportedly hiring an AWS executive, following news that it could explore a cloud business helped boost Meta stock.

Oracle stock has sunk to the ocean floor, and it's unclear what will bring it back afloat.

Global smartphone shipments just hit their worst levels in over a decade, and Apple is caught in the middle of a costly AI arms race that threatens the product responsible for more than half its revenue.

As Anthropic races toward a high-stakes IPO, China is stepping up its AI ambitions and positioning its cheaper models as a credible rival, raising a question that investors and enterprises cannot ignore.

Cloudera and VAST Data have announced a strategic partnership to enhance the accessibility and efficiency of AI data platforms across enterprises. By integrating Cloudera’s lakehouse data services with VAST’s AI Operating System and leveraging NVIDIA’s AI Data Platform reference design, the collaboration aims to resolve common challenges like GPU starvation. This integrated solution, designed for enterprises operating in both on-premises environments and public clouds, promises to streamline...