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Intel’s turnaround is starting to look real. Intel (NASDAQ:INTC) has ripped 198.75% year to date, and CEO Lip-Bu Tan just posted a sixth consecutive quarter of revenue above expectations. Data Center and AI revenue grew 22% year over year to $5.05B, Foundry grew 16%, and 18A is in high-volume manufacturing. Can Intel double from here ... Price Prediction: Can Intel Double by 2030?
This is a hyper-growth chapter for Broadcom (AVGO), fueled by what management calls insatiable demand for AI infrastructure. The company's core engine is supplying custom accelerators and networking silicon to a handful of hyperscale customers, including Alphabet (GOOG.
Apple's new $30 billion chip deal will secure over 15 billion U.S.-made chips and support custom silicon, wireless tech and AI-enabled devices.
Alphabet has become a key holding in a very short time.
More robo-taxis would give Tesla stock a boost. Scaling the self-driving taxi business, however, has been harder than investors expect.
Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Premier Strategy” second-quarter 2026 investor letter. You can download a copy here. Despite economic uncertainties, US equities rose in Q2, driven by resilient growth and broadening leadership. Confidence was restored despite ongoing uncertainties, with the S&P 500® and Nasdaq achieving their […]
Nebius Group NV (NASDAQ:NBIS) is one of the 10 Best AI Stocks to Watch in July. On July 2, Nebius Group NV (NASDAQ:NBIS) received some analyst attention on Wall Street as a result of Meta’s entry into the cloud computing business. Stefan Slowinski of BNP Paribas has a Neutral rating on the stock, partly because […]
BofA Securities reiterated its ‘Buy’ rating on Meta after a Reuters report said the company is ramping up its AI infrastructure with a custom-designed chip.
The UK government has formally classified major cloud computing providers, including Microsoft (NASDAQ:MSFT), Google (NASDAQ:GOOG), Amazon (NASDAQ:AMZN) and Oracle (NYSE:ORCL), as critical third-party suppliers to the country’s financial services industry, subjecting them to direct regulatory supervision. The decision is intended to strengthen the resilience of banks, insurers and financial market infrastructure by reducing the risks associated with cyber incidents, operational failures and tech
Jefferies survey shows AppLovin posting the largest e-commerce ad share gain in 2026
Recent developments in the cloud AI segment within the architecture industry highlight significant growth opportunities driven by increasing urbanization and demand for efficient design processes. The market for generative AI in architecture is projected to grow rapidly, fueled by advances in CAD software and the adoption of AI-powered design tools. This evolution is further supported by trends in smart city development, sustainability mandates, and cloud-based collaboration platforms...
U.S. policy questions are growing over advanced AI services used by Chinese-owned companies.
The move is designed to protect the country’s financial system and make sure they have measures in place to support outages or disruption.
Megacap stocks dominate their sectors and their actions influence economies worldwide. The flip side though is that their sheer size means they have less room for explosive growth as scale works against them.
Wall Street analysts made bold moves Friday, reshuffling ratings across storage REITs, cloud communications, luxury homebuilders, and tech giants in ways that could reshape your portfolio heading into a pivotal earnings week.
Amazon.com, Inc. (NASDAQ:AMZN) was among the stocks Jim Cramer shared his opinions on during Mad Money. Cramer mentioned the stock during the episode and commented: It’s the final area, the third flows of funds that really astounded me. I’m talking about a gigantic amount of money flew into what’s become the last place on earth […]
Small-cap stocks have outperformed in 2026 so far, but it could be just the beginning.
LONDON, July 10 () - Britain has designated cloud service providers Microsoft, Google, Amazon and Oracle as critical third-party suppliers to its financial sector, bringing them under direct regulatory oversight. The move is aimed at strengthening the resilience of financial firms by reducing the risk of widespread disruption from cyber attacks or technology outages.
Haaland's Solana meme coin surges as a Google Easter egg and World Cup goals fuel trader and collectible demand.
A rare bacterium turned up in Cheyenne wastewater months before the public learned about it, and now Congress wants Meta to explain what happened inside its $800 million Wyoming data center and where the contaminated water went next.
OpenAI (NASDAQ:OAI) and Alphabet’s (NASDAQ:GOOGL) Google have supplied advanced artificial intelligence services to Singapore-based subsidiaries of Alibaba (NYSE:BABA), Baidu Inc (NASDAQ:BIDU) and Tencent Holdings Ltd (NASDAQ:TME), despite the parent companies appearing on the Pentagon’s blacklist, according to a Financial Times report published on Friday. Shares of Alphabet were little changed in premarket trading, while U.
Taiwanese memory chipmaker Nanya Technology said on Friday it plans capital spending of more than T$200 billion ($6.2 billion) next year, roughly four times this year's figure, amid soaring demand for memory chips as it rides an AI boom. President Pei-Ing Lee told an online press briefing that the preliminary expenditure plan aims to help ramp up spending on a new plant, although the budget has yet to receive board approval. Lee was speaking after Nanya reported unaudited second-quarter revenue of T$82.55 billion, up 684% from a year earlier.
After years of touting ambitious climate goals, big tech companies are now facing new scrutiny over what they disclose about AI's environmental footprint.
Dylan Field argues that AI will make great design more valuable, not less, as the debate over whether generative AI will replace designers gathers pace.
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