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After a steep sell-off, this profitable software company trades at a discount to the market, forcing investors to decide if the price is a gift or a warning sign.

(Bloomberg) -- Apple Inc. was upgraded to buy at HSBC Holdings Plc on Friday, in the latest reflection of how Wall Street is increasingly positive on the iPhone maker’s position in a market where many trades related to artificial intelligence have been faltering.Most Read from BloombergGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthNasdaq Futures Tumble

Satya Nadella told engineers Anthropic's Fable model refuses requests in ways that don't make sense for a creation tool

The company is making an enormous bet on AI infrastructure, and the sheer scale of that wager is now the central vulnerability for investors.

CrowdStrike stock could gain as AI detection and response becomes the cybersecurity firm's next growth engine, beyond endpoint.

The stock's recent jump is tempting, but its long-term behavior tells a different story about the kind of risk it adds to your holdings.

(Bloomberg) -- International Business Machines Corp.’s warning this week that its sales are falling well short of expectations highlights a growing divide between artificial intelligence winners and everyone else in the tech universe.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthNasdaq Futures Tumble 1.5% as Chip Rout Deepens: Ma

A portfolio that pays $27,000 a year in dividends sounds modest. Left alone for a little more than a decade of steady dividend growth, that same income stream can quietly grow toward $66,000 without a single additional dollar of savings. That is the basic appeal of dividend growth investing: the arithmetic of today’s yield matters, ... Growing an Income Tree: From $27,000 to $66,000

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly lower hours before Fr

Investors are beginning to rethink their artificial intelligence strategies as concerns grow that the rapid expansion in hyperscaler spending could lose momentum over the next few years, prompting some fund managers to reduce exposure to semiconductor stocks in favour of software companies and major cloud providers. AI infrastructure rally faces fresh scrutinyFor much of the past two years, the dominant investment strategy has been to buy companies supplying chips and infrastructure used to powe

AI infrastructure spending is driving rapid growth and multibillion-dollar backlogs for some industrial companies.

Megatrends in AI favor long-term upside for these tech stocks.

3M (MMM) has drawn fresh attention after announcing a partnership with Microsoft that links its Expanded Beam Optical technology to Azure data centers and brings Microsoft AI tools into 3M's own operations. See our latest analysis for 3M. Recent events around AI and data centers have coincided with 3M's share price moving to $161.77, with a 7 day share price return of 4.14% and a 90 day share price return of 4.67%. Its 3 year total shareholder return is very large, and its 5 year total...

KUALA LUMPUR, July 17 (Reuters) - U.S. investor Balaji Srinivasan said an immigration check at a "digital nomad" community in Malaysia based on anonymous social media claims of law violations that

Users on social media, too, are criticizing what they believe are excessively stringent guardrails in Fable 5.

(Bloomberg) -- President Xi Jinping hailed China’s progress in developing low-cost artificial intelligence, pressing his personal imprint on the country’s rapidly expanding global influence to call for a more open technological order.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsCIA Says AI Drones Give Russian Troops Only 30 Minu

(Bloomberg) -- On a video conference call from Hangzhou earlier this year, one of China’s hottest startups held a four-hour pitch meeting with potential venture investors that was unusual by almost any measure. Only two representatives per institution were allowed. The majority of those present were getting a glimpse of the company’s leader for the very first time.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Cat

When Moritz was at Sequoia, he helped the firm invest in mega home runs like PayPal, Yahoo!, LinkedIn, and Google. Now, he says, “You can never have enough passports.”

Amazon, Alphabet, and Meta are my three favorite "Magnificent Seven" stocks to buy right now.

We cover Soluna’s Microsoft executive hire to lead its AI builds, and Pirate Wires’ Brady Dale joins us to wrestle with the question in his eponymous piece on AI consciousness:…

The newly created strategic relationship with Microsoft to deploy Expanded Beam Optical technology in AI data centers has lifted 3M's stock price. How should investors play this?

The AI boom has been one of the biggest investing stories of the past few years. Nvidia became one of the most valuable companies on earth. Microsoft, Google, and Amazon poured hundreds of billions into infrastructure. But the companies actually building the models at the center of it all have ...

Google Search and YouTube and Meta's Instagram experienced slower ad-spend growth in Q2 2026 in the U.S. vs. a year ago, while Meta's Facebook rebounded from a relatively weak start to the year according to data released this week.

Microsoft highlights lower-cost AI, stronger security, and integrated tools as it sharpens enterprise competition.

Microsoft Is Pushing Its Own AI Models. What That Means for OpenAI

Every time Amazon dips, one investor keeps adding shares while Wall Street fixates on a capex blowout that obscures something far more important hiding in the filing.

Microsoft Corp (NASDAQ:MSFT) is one of the best stocks to buy for the AI boom in the second half of 2026. Analysts see more than 47% upside potential in Microsoft stock from the current price. Microsoft is a huge favorite of elite investors, as it’s backed by 282 hedge funds. On July 7, Bloomberg reported that […]

The video game retailer's stock looks cheap, but the market has its reasons for doubt. Here's how to tell if the discount is a gift or a warning.

MEDIA & MARKETING Photo: George Downs/WSJ Struggling to keep up in the console market, Microsoft’s Xbox bet on a subscription service called Game Pass. The company spent more than $80 billion to acquire game studios—and bring major franchises like “Call of Duty” and “Fallout” onto the platform.

Struggling to keep up in the console market, Microsoft’s Xbox made a big bet on its Game Pass subscription service. Now Xbox is calling for a “reset” of its business. Here’s what went wrong.