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Arm Holdings (NasdaqGS:ARM) CEO commented on US export restrictions for AI capable CPUs to China and highlighted complexity in enforcing potential bans. The CEO pointed to stronger demand for Arm's AGI CPU, with customers such as ByteDance and Oracle now using the product. Arm is working with partners including TSMC, Oracle and Microsoft to secure key components across its supply chain for next generation chips. Arm Holdings enters this news cycle with a current share price of $277.01 and...
Scott Melker discusses the latest crypto-related headlines. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.
Yesterday the PHLX Semiconductor Index ended the session down 2%, but the Nasdaq closed in the green, up 0.6%. Today the chip index is down roughly 4.4%, but the Nasdaq is also trading lower, down 1%.
Microsoft has not been an easy stock to own in 2026. It's down more than 20% year to date and nearly 23% over the past year, a run that's frustrated a lot of investors who expected the company's AI push to show up in the share price by now. The spending has been enormous, Azure has kept growing, ...
(Bloomberg) -- Oracle Corp.’s ambitions to dominate the artificial intelligence buildout are running into a key hurdle: funding a spending spree without further damaging its credit standing.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthOpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI CompanionCIA Says AI Drones Give Russian Troops Only 30 Minutes to LiveOnePlus, Once Popula
A forgotten stock checklist from 1950 cuts through the AI hype and lands on an uncomfortable question: which of today's biggest AI bets are one regulatory trigger away from collapse, and which ones quietly pass every screen?
Traditional software systems may have an expiration date, sooner than big technology development companies may expect.
NBIS' new asset-light AI cloud model lets partners fund data centers, helping it scale global capacity faster while preserving cash.
Are industries starting to see a return on investment (ROI) from AI services? JPMorgan Chase (JPM) CEO Jamie Dimon told Business Insider that while AI has helped reduce jobs in certain areas of the major bank, it hasn't contributed toward shrinking operating costs. Morning Brief Host Julie Hyman is joined by Yahoo Finance Tech Editor Dan Howley and Business Insider Today executive editor Dan DeFrancesco to talk more about how companies are using AI to boost efficiency.
Carver will oversee Soluna’s AI/HPC data-center projects from site selection and power procurement through construction and operations.
With 62 analysts already piling into Buy ratings and AWS posting its fastest growth in 15 quarters, the real question is whether a looming $200 billion CapEx bill and collapsing free cash flow change the math before Q2 earnings hit on July 30.
Meta and Microsoft both crushed earnings on the same day, yet the executives at one company immediately started selling shares at a frantic pace while the other held steady. What the insiders know about what comes next in August may change how you see both stocks.
U.S. stocks remain deep in the throes of a major rotation heading into the teeth of the second-quarter earnings season, and the traditional August lull that follows, as investors take money from highflying tech sector and spread that cash across a host of old-economy bets. What’s happening alongside that “great rotation,” however, is also interesting, and likely keeping stocks afloat amid the broader tech declines.
National Grid plc (NYSE:NGG) is one of the best dividend stocks to invest in, according to Jim Simons’ Renaissance Technologies. On July 1, National Grid plc (NYSE:NGG) confirmed it will invest $1.75 billion for a 35% stake in Joulent, a U.S. energy platform developing power infrastructure. The investment underscores the company’s push to capitalize on […]
DTCC launched a live tokenization pilot with BlackRock, Vanguard, JPMorgan, and nearly 40 financial firms. The trial tokenizes Microsoft, SPY, QQQ, and US Treasuries ...
The market has punished this financial software giant as if its core is crumbling, yet the business keeps producing cash at a rate that dwarfs the average company.
Rogo, an AI startup creating software for Wall Street, has hired former Grammarly chief technology officer Joe Xavier as its CTO, the company tells Axios.
Investing.com -- Morgan Stanley's second-quarter 2026 CIO survey found IT budget growth expectations for the year ticked higher quarter-over-quarter to 3.8%, with Microsoft and the security software category emerging as the clearest beneficiaries, according to analyst Sanjit Singh.
Not every Vanguard ETF is built the same, and the difference between picking the right one and settling for average has compounded into nearly 100 percentage points of extra return over the past decade. One growth-tilted fund makes a stronger case for your $1,000 this July than the index giant most investors default to.
Sales teams will stress lower costs and integration
The strategy positions Microsoft's models as more cost-effective and efficient.
Exposure to the artificial-intelligence boom has become virtually impossible for investors to avoid. The theme hasn’t just cornered the stock market. It has systematically swallowed up corporate credit and venture capital, too.
