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Jenny Johnson’s blunt assessment exposes what AI bulls still cannot prove.

AI's infrastructure race may eventually extend far beyond Earth

International Business Machines (IBM) stock fell 12% over the past twelve months, while the S&P 500 gained 16.5%. The easy read is that the bad news is already in the price. By management's account, its second quarter of 2026 fell short of expectations mostly because tens of large deals slipped, after clients moved budgets toward servers, storage and memory. So how much could IBM still make you over three years, and what has to go right.

KeyBanc Capital Markets Managing Director Justin Patterson joins Market Domination's Brooke DiPalma to discuss the resurgence of Meta (META) stock and how its upcoming product releases could usher it into the next phase of growth.

Adobe (ADBE) stock has fallen about 18% from its August 31 high, and the question is whether to buy. Its own trading history warrants caution: after past sharp drops, the stock was higher a year later only half the time. And Adobe is trading some near-term recurring-revenue growth for free users, a bet management says will play out over 2027.

Google will be the first big tech company to put an experimental satellite in orbit to answer AI queries.

Investing.com -- Chris Malone, OpenAI's former head of data centers, joined Nvidia as vice president of the company's DSX Platform this month, according to his LinkedIn profile. The DSX division helps customers design and build AI data centers according to Nvidia's specifications.

Gemini creates a new premium-client lane beside Dell's much larger AI-server business.

Tech stocks were lower Thursday afternoon, with the State Street Technology Select Sector SPDR ETF (

Google Pushes AI Into Orbit With High-Stakes TPU Test

Alphabet shed 3.8% in a single session with no earnings warning, no guidance cut, and no regulatory news to explain it. The gap between where the stock trades now and where analysts say it belongs raises a question worth sitting with before the next move.

Coach and Kate Spade items are now available for purchase in Google’s AI shopping ecosystem.

ADBE shares jump 24.4% in three months as AI monetization, user growth and a raised fiscal 2026 outlook boost operating momentum.

Alphabet just crossed below its 50-day moving average. That kind of bearish action calls for this particular options play.

Still healing from sticker shock after Apple's latest launch? You may want to look away. A variation on the force driving up even the price of year-old iPhones — to say nothing of $3,000-plus models — is chomping away at budget phones. While high-end iPhones run atop bestseller lists, they're still outnumbered by a vast array of alternatives — from...

Qualcomm's Snapdragon Sound Elite Gen 2 brings on-device AI, advanced audio and connectivity to next-generation intelligent wearables.

Investing.com -- Alphabet Inc's (NASDAQ:GOOGL) Google has officially launched Project Suncatcher, an ambitious orbital computing initiative aimed at deploying its proprietary artificial intelligence chips into space to bypass growing terrestrial energy and infrastructure constraints. The tech giant announced Thursday that it is preparing to launch a prototype satellite equipped with its Trillium Tensor Processing Units (TPUs) aboard SpaceX's (NASDAQ:SPCX) upcoming Transporter-18 rideshare missio

Palantir Technologies (PLTR) stock has climbed 10.0% over the last five trading days, while the S&P 500 rose 2.0%. A run like that invites you to chase it. But one week is not the question. The question is what Palantir does to your money when the market moves, because it travels further than the index both ways and further still on the way down.

Key Stats for NVIDIA StockCurrent Price: $225. 51Target Price (Mid): ~$660Street Target: ~$328Potential Total Return: ~193%Annualized IRR: ~28% / yearWhat Happened?NVIDIA (NVDA) is paying nearly $13 billion for a company with about $150 million in revenue.

Fervo Energy stock rises after the company’s geothermal development delivers power to the gid for the first time.

Meta just shattered Wall Street's consensus price target on the back of a 37% monthly surge, but with free cash flow collapsing 91% and capex ballooning toward $145 billion, the real debate is whether the AI spending spree pays off before it breaks the stock.

Data centers are quietly reshaping which utility stocks deserve a spot in an income portfolio, and four regulated electric companies just locked in contracts that could rewrite their dividend growth stories for the next decade.

Google’s test launch with SpaceX will evaluate how its Tensor Processing Unit chips perform in space.

The home improvement retailer says orders of roughly 2.5 pounds can reach eligible customers near a Charlotte-area store in as fast as 20 minutes

Wall Street has already written Apple off as a stock with nowhere left to go, but a fresh look at the numbers tells a very different story about where shares could head over the next 12 months.

Arm's IP now sits inside the AI hardware powering every major hyperscaler, yet the market may still be treating it like a chip company from the smartphone era. Here is why that disconnect creates one of the more compelling setups in semiconductors right now.

If you own Alphabet (GOOGL) or Meta Platforms (META), you own the same idea: AI makes an advertising machine earn more, and both companies are spending heavily on computing capacity. The fork is where the money comes back from. Alphabet already has outside customers under contract through Google Cloud. Alphabet already sells directly to enterprise customers under contract through Google Cloud, whereas Meta is in the earlier stages of commercializing enterprise access to its AI models.

ARK Invest just rotated out of the world's most valuable company to load up on a loss-making space startup trading at 58 times sales. The reasoning reveals something important about how ARK thinks the next decade of infrastructure gets built.

CoreWeave's Harell Data partnership brings proprietary datasets and AI infrastructure together, opening another potential growth avenue amid fierce cloud competition.

The famed short seller says the companies leading the AI boom are amassing trillions in financial commitments that aren’t reflected in their balance sheets.