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Apple and Nvidia are locked in a battle for the world's top market cap spot, and the company poised to win is not the one dominating AI headlines. The reason why reveals a surprising split forming among investors over the future of artificial intelligence.
Pasqal, a global leader in neutral-atom quantum computing, today announced the appointment of Mark Armstrong as Chief Commercial Officer for Europe, the Middle East, and Africa (EMEA) and the Asia-Pacific region (APAC). Armstrong, a former Hewlett Packard Enterprise (HPE) executive who led HPE’s High Performance Computing and AI business across EMEA, aims to drive Pasqal’s commercial strategy, sales execution and customer expansion in those regions across the EMEA and APAC regions. Armstrong joins Pasqal at a pivotal moment as the company accelerates the commercial deployment of its neutral-atom based quantum systems and expands its global customer base.
Tech skeptics say the AI rally is running on fumes, but one Wall Street analyst sees a demand imbalance so extreme it suggests the buildout has barely started. Here is what the latest hyperscaler earnings reveal about where we actually stand.
Steve Eisman, the investor who called the subprime collapse, just quietly sold one of his longest-held positions and says the retirement portfolio most Americans trust for safety is actually a single concentrated bet waiting to unravel.
US stock futures (ES=F, NQ=F, YM=F) are soaring in Monday's pre-market trading as Wall Street looks ahead to this week's bout of Big Tech earnings, which includes Microsoft (MSFT), Meta Platforms (META), Apple (AAPL), Amazon (AMZN), and Qualcomm (QCOM). Morning Brief Host Julie Hyman is joined by Yahoo Finance Breaking News Reporter Jake Conley and Bullseye American Ingenuity Fund portfolio manager Adam Johnson to discuss whether tech companies raising AI capex is actually hurting profitability and margins.
S&P 500 companies are beating earnings expectations at a historic clip and profit margins are hitting levels never seen before, but a closer look at the numbers reveals one company is quietly distorting the entire picture for the rest of corporate America.
Alphabet dropped 7% after beating earnings estimates by nearly 200%, and that contradiction sent me straight to the buy button. Here is why a 16 P/E on the most aggressive AI infrastructure program in the market looks like the most compelling setup of the summer.
AI and data center projects drove 1.47 trillion baht in investment applications during the first half of 2026.
All eyes on Meta's big spending plans.
Zacks.com users have recently been watching Alphabet (GOOGL) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
The market is the fastest-growing of all textiles and is pegged to have a valuation of $241.5 billion by 2035.
Robotaxi violations expose another challenge for autonomous driving
Waymo vehicles received 83 parking citations.
Before buying this Magnificent Seven stock, investors need to ask the right questions.
Jensen Investment Management, an asset management company based in the US, released its second-quarter 2026 investor letter for the “Jensen Quality Growth Equity Composite “. A copy of the letter is available to download here. The fund seeks long-term growth by investing in high-quality companies with durable competitive advantages. It returned 10.94% net of fees in […]
CleanSpark sits on a gigawatt-scale Texas power footprint that hyperscalers are racing to secure, yet its stock price tells a very different story. Five potential acquirers line up with very different odds, balance sheets, and strategic motives.
Earnings season kicks into high gear this week.
Earnings season kicks into high gear this week.
Wall Street analysts are reshuffling their bets ahead of the busiest earnings week of the quarter, and the moves span everything from legacy automakers to crypto miners to space launch companies. Find out which names just got upgraded, downgraded, or picked up for the first time.
Google might just be Wall Street's most impressive investor.
Burry highlighted data compiled by Bloomberg that showed that Alphabet, Microsoft, Amazon, Meta, Oracle, Micron, and Tesla detracted from the benchmark S&P 500 index's performance since the start of June.
(Bloomberg) -- The implosion of the once-hot market for cryptocurrency treasury stocks is prompting a number of firms to pivot to artificial intelligence in an attempt to win back investors. So far, it isn’t working. Most Read from BloombergDeepSeek Suspends Fundraising After Viral US-China PostsUS, Iran Extend Pause in Strikes as Oman Holds Hormuz TalksSpaceX at $100 Would Imply Zero AI Value, Morgan Stanley SaysChina Chipmaker CXMT Jumps 466% in Debut After Blockbuster IPOStocks and Bonds Rall
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