AI News

Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.

It's time to start thinking about ways to diversify away from tech concentration while maintaining equity market upside.

Hyperscaler giants are hemorrhaging cash while two chip names absorb every dollar they spend, but only one of those chipmakers belongs in a retirement portfolio and the answer may surprise you.

Amazon's P/E ratio is near multiyear lows.

The company's fourth-quarter earnings are set to come out later this month.

Broadcom Insiders Sell Millions in Stock After Landmark Apple Chip Deal

According to a report by The Information, the company is said to be specifically looking at "neocloud" providers to increase the adoption of its custom TPUs, including Nvidia-backed Nscale.

One of these funds has averaged annual gains of 25% over the past decade.

June growth strengthens expectations ahead of full earnings

Quarterly revenue matched estimates as investors await earnings and 2026 capital spending guidance.

↘️ SK Hynix (KR:000660, SKHY): The chipmaker’s Korean shares sank more than 15%, its biggest one-day drop on record, after its ADRs’ Nasdaq debut on Friday. Its U.S.-listed shares also slumped. Rival Samsung Electronics (KR: 005930) tumbled 11%.

Market share grows despite global shipment decline in Q2

Robinhood Chain traders are reaching for Tendies over Apple.

Satya Nadella just argued that every enterprise adopting AI is quietly giving away its most valuable secrets, and he named the specific companies built to stop that from happening.

Cathie Wood Unveils Major Portfolio Reset With SpaceX, Meta Buys and AMD Cuts

Spending on AI data centers by cloud hyperscalers could reach $1.4 trillion by 2028, analysts with Morgan Stanley said Monday. The investment bank raised its estimates for capital expenditures by Meta Platforms and Amazon — with returns on AI spending a key debate for both stocks. Morgan Stanley analyst Brian Nowak said in a client note that he expects Meta's capex to reach $225 billion in 2027 and $250 billion in 2028, up 29% and 22% from his prior estimates.

Bloomberg Intelligence Senior Technology Credit Analyst Robert Schiffman explains why hyperscalers are turning to the bond market to finance massive AI capital expenditures.

After shocking Wall Street with a huge earnings beat, Dell stock rocketed higher, lifting it toward a breakout.

California just rewrote its EV subsidy rules in a way that shuts Tesla out and hands Rivian a channel its rival cannot touch, and the timing could not be more consequential for R2 deliveries.

You need to look beyond the tech sector to find great dividend stocks for the long term.

Energy names help cushion the Dow as oil jumps on U.S.–Iran tensions and investors brace for key earnings and inflation data, today, July 13, 2026.

Meta just raised its spending plans to a figure that stopped Wall Street in its tracks, and the stock has not responded the way bulls expected. Whether the math eventually works in investors' favor hinges on three compounding forces inside the business right now.

Jim Cramer watched a single sentence from Mark Zuckerberg send Meta's stock soaring by a predicted $100 per share, and now he's arguing that big tech has become nearly impossible to sell no matter what the bears say about debt.

Retail is selling former leaders, but record market breadth shows the broader rally is still holding up.

CEG adds nearly 10 GW of power capacity as AI, data centers, electrification and U.S. manufacturing drive electricity demand.