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More Chinese nationals who return home after working in the U.S., called ‘sea turtles,’ are fueling Beijing’s efforts to take on Silicon Valley

These companies' central positions in the artificial intelligence megatrend look secure.

While chip makers Intel and Micron have been getting all the love in recent days, Marvell got a nice bounce Wednesday after analysts at BofA and Goldman Sachs raised their price targets for it. Marvell shares closed up 8.2% to $177.95, for a new record high. The stock is up more than 100% in 2026 on high demand for its chips and partnerships with Big Tech hyperscalers like Amazon and Microsoft It has had 12 record closes in 2026, with the last one on May 6.

The overall earnings picture continues to be of all-around strength and a steadily improving outlook, with Q1 results showing nice momentum while expectations for Q2 also trend higher.

The overall earnings picture continues to be of all-around strength and a steadily improving outlook, with Q1 results showing nice momentum while expectations for Q2 also trend higher.

The Nasdaq Composite and the S&P 500 reached fresh peaks on Wednesday, buoyed by a rally in technolo

(Bloomberg) -- Artificial intelligence algorithms are coming to some of the most valuable real estate in retail: the Amazon.com Inc. search bar.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightMamdani Scraps Property Tax Hike, Counts Second-Home RevenueTrump Lands in China for Xi Trade Summit With Iran War in LimboQueries typed into Amazon’s website and mobile app will soon reply, depending on the co

The S&P 500 and Nasdaq ran higher, led by Google, Nvidia, Tesla and other titans. Cisco earnings beat while AI chipmaker Cerebras will price its IPO.

Morgan Stanley analysts on Wednesday reiterated their endorsement of hyperscaler stocks, which they argue offer investors exceptional earnings growth at "undemanding" prices.

Amazon has launched Amazon Supply Chain Services, putting it in direct competition with United Parcel Service (NYSE:UPS) in global logistics. UPS is accelerating its exit from lower margin Amazon delivery volumes following this development. The company is planning significant job cuts and putting more focus on its healthcare logistics operations. UPS is one of the largest parcel delivery and logistics companies, and Amazon moving further into end to end logistics changes the competitive...

Cathie Wood, CEO of Ark Investment Management, is facing criticism online over Ark Innovation ETF's (ARKK) recent losses. Bullseye American Ingenuity Fund portfolio manager Adam Johnson shares his thoughts with Yahoo Finance's Josh Lipton.

Bullseye American Ingenuity Fund Portfolio Manager Adam Johnson joins Josh Lipton on Market Domination to discuss the key drivers behind the market’s record highs and continued growth momentum.

Amazon is replacing Rufus with Alexa for Shopping as the company pushes further into agentic AI commerce.

We just covered the Chris Rokos Stock Portfolio: Top 10 Stock Picks and Amazon.com, Inc. (NASDAQ:AMZN) ranks 3rd on this list. Amazon.com, Inc. (NASDAQ:AMZN) has been a staple in the 13F portfolio of Rokos Capital Management since the fourth quarter of 2020. Back then, this position comprised 2.3 million shares. By the following quarter, the […]

AI heavyweight Nvidia will report its first quarter results on May 20, in what is easily one of the most anticipated announcements of the earnings season.

Investing.com -- SAP shares are down 4.7% on Wednesday to their lowest level in over two years, even as the German software giant used its annual Sapphire conference to lay out an ambitious artificial intelligence roadmap, with investors apparently wanting more immediate evidence of monetization.

Two cloud giants just delivered some of their strongest quarters in years, but their valuations are catching up with the story.

US benchmark equity indexes were mostly higher intraday as several key technology stocks advanced, w

Apple stock was on pace for a record close on Wednesday, up nearly 2% to just under $300 per share as tech stocks rebounded from a selloff the previous day.

JPMorgan Chase & Co (NYSE:JPM) stock is one of the most undervalued blockchain stocks to buy now. On May 4, Reuters reported that Meta Platforms is working with Morgan Stanley and JPMorgan Chase & Co (NYSE:JPM) on a financing package worth about $13 billion for a new data center in El Paso, Texas. Bloomberg, which […]

Both companies are steadily growing their revenue, but Amazon consistently posts higher growth and margins than Walmart.

These top companies have lost market confidence for one reason or another, but they all have the right formulas for a major comeback.

Alibaba's stock is up even though the company's profits sank.

MELI's Q1 growth gets overshadowed by margin pressure, rising credit risks and aggressive spending, driving MELI shares sharply downward.

Morning Brief Host Julie Hyman and Yahoo Finance Head of News Myles Udland sit down to talk about the Financial Times' coverage of Big Tech employees — such as at Amazon (AMZN) — engaging in the latest trend: AI tokenmaxxing, or excessively using AI to inflate AI usage on internal leaderboards.

Amazon is shaking up its personalized shopping assistant branding: Alexa for Shopping is in, the Rufus AI bot is out. Amazon stock was trading roughly flat Wednesday after the tech giant announced its new shopping agent. The combined tool will offer a "more personal, helpful shopping experience across a wide range of surfaces and devices," including Amazon.com, its app and Echo devices, the company said Wednesday.

Raj Subramaniam downplays fears around logistics expansion push

Japan megabanks reportedly gaining access to Mythos model

Is SOUN still a strong AI play after its Q1 selloff, despite 52% revenue growth, and can OASYS and the LivePerson deal outweigh margin pressure and valuation concerns?

The retailer is streamlining technology teams as it races to improve efficiency and compete with Amazon.