AI News

Micron Technology moved higher on the stock market today after posting quarterly financial results. The tech-heavy Nasdaq composite gained 0.3% and hovered near session highs. At the same time, West Texas Intermediate crude futures rose to around $91.70 a barrel after Reuters reported that China's state-owned PetroChina canceled some gas and jet fuel shipments due in October.

On Wednesday, Alphabet‘s (NASDAQ:GOOGL) Google unit unveiled Gemini 4 Argon, a frontier AI model aimed directly at enterprise work, and the market is declining to pay up for the announcement. Shares of Alphabet are slipping 2% to $338.85 as the session unfolds, a move that runs against a stronger technology sector. To measure how isolated […]

The million-token model reaches selected cyber defenders before Google commits to a broad commercial-release date.

Nvidia permits limited residual-value support while lenders assess shorter economic lives for expensive AI systems.

The 20-year agreement supports $3 billion of investment without disclosing Amazon's power price or annual obligation.

Adobe (ADBE) stock trades at 13 times its earnings over the last twelve months, against 21.4 for the median S&P 500 company. The stock has lost 33% in twelve months, while the S&P 500 returned 16.2%. A price that low can mean investors have turned too gloomy, or that the business is getting weaker. So is Adobe stock a real bargain at this low price.

Salesforce (CRM) stock has dropped 13% from its early September high of about $264. You make money from here only if the stock recovers and Salesforce keeps customers paying for Agentforce and Slack. Should you buy Salesforce stock after this drop? To assess that, we have to look at Salesforce's history of dips and how it subsequently recovered.

Meta Platforms (META) launched its Muse personal AI agent app on September 8, 2026. Meta stock rose 27% over the past month, while the S&P 500 slipped 0.3.

Meta Platforms is the IBD Stock of the Day for Thursday. The big story over the past several weeks for Meta has been Muse. Chief Executive Mark Zuckerberg said at a company conference late last month that he expects Muse will help "billions" of people accomplish daily tasks and long-term goals.

Several year-end catalysts are lining up at once

Tesla Stock Gains. September Registrations Rise Across Key European Markets

Warehouse demand is accelerating from e-commerce, defense, and data centers all at once, and three industrial REITs are quietly capturing that rent growth while their dividends still have plenty of room to climb.

Oracle's cloud business is growing faster than it has in years, yet the stock has been cut nearly in half. Our model finds a jarring disconnect between what the business is doing and what the market is pricing in.

A new model sharpens competition with OpenAI

Wall Street is getting less bearish without turning fully bullish

Alphabet Inc (NASDAQ:GOOG)'s Google has unveiled Gemini 4 Argon, its first flagship model release since February, saying the model leads benchmarks in long-horizon coding, finance, legal work and video understanding. Access is initially limited to select cyber defenders and Google's internal...

Like runners striving to break from the pack, a slew of wearables companies are competing for share of consumers’ health and fitness tracking habits. With Apple latest heart-rate focused updates to its best-selling Apple Watch and an upcoming Health app redesign, it’s hoping to expand an already impressive lead. Users will be able to calculate their “health age”—a comparison of their overall health measurements with their actual age—as well as a Readiness score that gauges capacity for strenuous activity.

AMD's Data Center revenue just doubled and hyperscalers are signing gigawatt-scale deals, yet our model flags a specific risk hiding in plain sight that could send the stock sharply lower before those wins fully materialize.

BYD has spent two years outmuscling Tesla across Europe while Tesla hemorrhages ground in China, raising a question investors can no longer ignore: what happens when a car company loses every market except its home turf?

Snap (SNAP) stock is 58% below its two-year high. At that price, Snap's free cash flow equals 8.1% of its market value, against 4.5% for the median S&P 500 company. With Snap's debt counted, that cash yield is 6.2%. A yield that high means a business on sale, or one the market expects to shrink. So why are investors paying so little for Snap's cash.

Accenture stock jumps after the company posts stronger-than-expected earnings, brushing off AI disruption concerns.

Tesla investors who celebrated the biggest milestones in company history did not always walk away with the biggest gains, and the gap between some of those entry points is staggering enough to reframe how investors think about riding hype.

BofA Names 5 AI Chip Stocks to Watch as $2.2 Trillion Boom Looms

Microsoft's management stressed Copilot and AI agents on its fiscal Q4 2026 call. The stock has returned 34% in three months, against 2.5% for the S&P 500. Microsoft (MSFT) needs fast Azure growth and revenue from Copilot's paid seats to justify that gain. A year ago management led with a different topic, tied to a large part of Microsoft. What was it exactly.

Wells Fargo added Microsoft to its fourth-quarter Tactical Ideas list and maintained an Overweight rating.