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Investing.com -- Goldman Sachs updated its U.S. and European conviction lists for September, adding several new names as it refreshed its highest-conviction ideas heading into the autumn.
The ballooning federal debt, massive AI borrowing by Big Tech, and inflation are the reasons that economists and financial experts point to.
Bill Gates, the billionaire co-founder of Microsoft Corp., published a 6,000-word essay on Aug. 26 saying that he would slow the development of artificial intelligence if he could. He elaborated in an interview with the New York Times, saying "in private, people who understand how good this stuff is, and how much better it's getting, they're very worried" but few are raising the issues in public. The public is already convinced the tech industry can't be trusted with its own creations. Some legal news last week explains why. A bipartisan coalition of 51 attorneys general announced a proposed settlement with Meta Platforms Inc. that obligates the social media company that runs Facebook and Instagram to put tight restrictions on how children use its platforms. Gautam Mukunda, Lecturer at the Yale School of Management and Bloomberg Opinion contributor, joins Bloomberg Intelligence to discuss.
Microsoft just posted record revenue and five straight earnings beats, yet the stock has barely moved in a year. Here is the scenario where that changes in a dramatic way before 2031.
Rezolve AI (NASDAQ:RSLV) saw its revenue surge roughly 1,970% to $130.8 million in the first half of 2026, up from $6.3 million a year earlier and nearly triple its full-year 2025 total, even as the company's net loss widened to approximately $139.5 million. The wider loss was driven largely...
IREN plans $25B-$30B in CapEx for its AI cloud expansion, backed by $14B in existing funding and a push for more GPU financing and prepayments.
Big Tech has quietly spent a sum that rivals the GDP of a mid-sized country building AI infrastructure, but the real financial reckoning has not yet arrived on any income statement. One accounting schedule will determine whether these bets pay off or crush margins for years.
Nvidia (NVDA) is investing $3.5 billion in Taiwanese AI chip designer Mediatek (2454.TW). Yahoo Finance Senior Business Reporter Ines Ferré explains why this deal is a particularly crucial element of Nvidia's larger AI strategy.
August was a good month for tech stocks, particularly these software giants.
Microsoft stock is underperforming the S&P 500 this year but Bank of America believes the tech giant’s AI strategy means there’s significant upside.
CEO Daniel Wagner said Rezolve expects to announce additional infrastructure licensing agreements “imminently.”
Rezolve AI (NASDAQ:RZLV) reported first-half 2026 revenue of $130.8 million, up from $6.3 million in the prior-year period, as the company expanded its enterprise customer base and continued to build distribution partnerships with major technology and services providers. Founder, Chairman and CEO D
IBM's 21% YTD slide reflects AI-led threats to legacy services, pricing pressure and falling estimates, even as hybrid cloud and watsonx offer support.
Marvell Technology dropped nearly 10% the same morning NVIDIA added $442 billion in a single session, and Jim Cramer thinks that selloff is the setup, not the warning sign. One date in October could prove him right or very wrong.
Azure is printing cash while Tesla burns it chasing a future that has yet to show up in margins. Before you buy the August momentum in either name, the numbers reveal a stark split in what each company is actually selling investors right now.
Microsoft, Intel and Bank of America lead this week's stock picks, with AMREP and United Bancorp offering microcap opportunities.
The global optical transceiver market is experiencing significant transformation, propelled by the increasing convergence of artificial intelligence (AI) and high-speed optical networking. Recent developments highlight substantial investments, including NVIDIA's $2 billion commitment to Lumentum and Marvell's planned acquisition of Celestial AI for up to $5.5 billion, underscoring the increasing demand for high-bandwidth connectivity driven by hyperscale AI infrastructures. Domestic...
Both companies are restructuring their India workforces as the tech sector reallocates budgets toward newer areas
Global fund flows are piling into a single sector at a pace that dwarfs every other corner of the market, and the trade hinges entirely on four companies delivering good news in October.
The S&P 500 carries 500 company names, but the math tells a different story about where your money actually goes. Three ETFs attack that problem from completely different angles, and the returns so far in 2026 suggest the strategy is working.
IREN (NASDAQ:IREN) spent years mining Bitcoin. On August 27, the company told investors that the chapter is closing for good. Fourth-quarter AI cloud revenue more than doubled to $70.5 million, and IREN now has $4 billion in contracted revenue booked against its 2026 capacity, with $1 billion of that already generating cash. The proof point […]
IREN Limited (NASDAQ:IREN) told investors on August 27 that its 2026 AI capacity is largely sold out and carries about $4 billion of contracted annualized run-rate revenue. The stock fell the next day. H.C. Wainwright responded by reiterating a Buy rating and a $90 target, creating the sort of contradiction that deserves a closer look […]
Financial regulators increasingly see concentrated cloud infrastructure as a vulnerability--not merely a technology advantage.
Investors now want proof that massive spending pays off
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