AI News

Cramer has discussed productivity software Adobe Inc. (NASDAQ:ADBE) several times over the past couple of months. Some of the factors that have crossed his mind include the impact on the firm’s products from Apple and its software-as-a-service business model. The shares gained 7% between August 17th and August 19th. Cramer discussed the share price movement […]

With NVIDIA Corporation (NASDAQ:NVDA) sitting at the heart of the ongoing AI buildout, the narrative also involves its AI GPUs and their demand. Cramer has remained an ardent supporter of the firm even as its share price performance has remained muted compared to historic gains. As NVIDIA Corporation (NASDAQ:NVDA) reported its fiscal second quarter earnings […]

Apple Inc. (NASDAQ:AAPL) is one of Jim Cramer’s favorite stocks. Even though the firm has decided to take a back foot when it comes to playing in the AI race, the CNBC TV host has asserted on multiple occasions that it is an “own it, not trade it” stock. Naturally, Apple Inc. (NASDAQ:AAPL) is also […]

Meta Platforms, Inc. (NASDAQ:META) was in the news this week after the firm managed to keep a major headwind at bay. The firm had been facing legal action for its social media platforms and youth usage. On this front, the firm reached an agreement with nearly all states through which it agreed to pay up […]

(Updates with Google's response in the last paragraph.) Alphabet's (GOOG, GOOGL) Google agreed to

Google-related revenue is expected to become a much bigger contributor for Marvell in fiscal 2029, the chipmaker said.

Alphabet's (GOOG, GOOGL) Google is amending its spam policy to avoid a potential antitrust fine in E

Amazon-backed (AMZN) Anthropic won a court challenge against the US Department of Defense after a fe

Companies closely aligned with President Donald Trump are reportedly seeking stronger ties with Democrats ahead of the midterm elections, preparing for a possible shift in House control. Companies such as Meta Platforms Inc. (NASDAQ:META) are making substantial donations to Democrats,...

The South Korean company strengthens its position in the global robotaxi supply-chain.

Meta Platforms stock has pulled back this year, yet a fresh valuation read suggests the market price may still sit well below what its cash flows imply. Both a Discounted Cash Flow (DCF) intrinsic value estimate and earnings multiples point in the same direction, which is unusual for a large US$571.10 stock that has already delivered strong medium term returns. Over the past 3 years Meta Platforms has returned 94.7%, which puts today’s valuation debate in the context of a stock that has...

Microsoft and Amazon have both soared since Q2 wrapped up.

Waymo called the path from supervised Level 2 assistance to Level 4 autonomy a “false summit.”

Toll Brothers has recently expanded its luxury footprint with new and upcoming communities across Georgia, Texas, California, Nevada, New York, Tennessee, Washington, and by opening select model homes for sale, while also reporting third-quarter 2026 revenue of US$2,658.78 million and net income of US$280.15 million. The combination of broad-based high-end community growth, design-focused offerings like Tesla Powerwalls and mid-century modern architecture, and reaffirmed 2026 delivery...

South Korean chipmaker SK Hynix (NASDAQ:SKHY) said Thursday it will begin volume production of next-generation HBM4E chips at its Indiana facility in the third quarter of 2029, as CEO Kwak Noh-Jung warned the current memory shortage will persist through 2030. Billion-Dollar Bet on U.S. AI Supply Chain The more than $4 billion project will expand SK Hynix’s presence in the United States as growing AI investment drives demand for high-bandwidth memory. The site at Purdue Research Park will allow t

Nvidia trades at just 15 times next year’s earnings, way below the broader market. Apple offers the chip maker a road map out of its P/E funk.

Anthony Scaramucci's assessment of Bitcoin highlights the risks investors face with the cryptocurrency.

By Stella Qiu SYDNEY, Aug 28 (Reuters) - Shares in Asia turned cautious on Friday after a Nvidia-fuelled technology rally, while currency and bond markets held their breath for the world's most

Nvidia's investment portfolio has some interesting holdings.

In August 2026, IREN Limited reported full-year revenue of US$707.0 million and a net loss of US$702.6 million, while also outlining a major expansion toward roughly 1.2 gigawatts of AI-focused data center capacity backed by about US$19.0 billion in recent funding. Alongside these results, IREN disclosed roughly US$4.0 billion in contracted annualized recurring revenue for its 2026 capacity, including a large Microsoft commitment and a new multi-year deal with a leading AI lab that leaves...

It was swept up in an impressive rally by legacy enterprise software companies.

The U.S. Federal Trade Commission (FTC) is reportedly investigating Alphabet Inc.‘s (NASDAQ:GOOG) (NASDAQ:GOOGL) YouTube for a potential violation of consumer protection laws after it suspended users’ accounts. What the FTC Is Investigating The antitrust regulator has been probing YouTube since last year and is in the final stages of preparing a potential lawsuit, Bloomberg News reported, citing people familiar with the probe. The investigation is looking into whether YouTube may have misled use

Tesla Inc. CEO Elon Musk hinted at a new high-capacity vehicle after highlighting the Cybertruck’s family-friendly seating, telling a fan on X that “something way cooler than a minivan” may be on its way. Musk Fuels Speculation Around Bigger Tesla...

Burry’s Nvidia calls gained 50% to 60% in under a day after the stock rallied about 9%.

A drawdown this deep usually leaves a stock cheaper. This one mostly reveals how expensive the shares were at the peak.