AI News

Showing 25 of 878 articles.

Filter Articles

Can Marvell Technology (MRVL) Justify Its Price On AI Growth?

Marvell Technology stock has delivered a very strong 3 year gain, yet current valuation checks show a mixed picture, with the intrinsic value estimate sitting close to the market price while traditional market multiples lean expensive. Marvell Technology has returned 318.4% over the past 3 years, which puts extra focus on whether recent optimism is already fully reflected in the share price. The expanded AI chip partnership with Google may support higher long term cash flow expectations...

Simply Wall St.
Uber (UBER)’s $966 Million Fine: A Temporary Headwind or Bigger Regulatory Threat?

Uber Technologies, Inc. (NYSE:UBER) is facing a major regulatory setback after the Dutch Data Protection Authority fined the company €825 million ($966 million) for using automated systems to suspend or deactivate drivers without adequate information or meaningful human oversight. The case relates to incidents from 2018 to 2022, including automated suspensions of drivers suspected of […]

Insider Monkey
Why Is Wall Street Doubting Google Stock?

After a sharp pullback, one of the world's most dominant companies is trading at a steep discount to the market, forcing investors to decide if they are looking at a bargain or a warning sign.

Trefis
How Much Track Is Left For SNOW Stock?

A powerful business engine has fueled this data stock's long-term run, but a recent pullback forces every investor to ask if the ticket price already accounts for the journey ahead.

Trefis
The Bull Case For Apple (AAPL) Could Change Following Its AI-Centric Mac Refresh With New M6 Chip

Apple recently launched new Mac mini and Mac Studio desktops powered by its first 2-nanometer M6 chip and high-end M5 Ultra, sharply boosting on-device AI performance, connectivity, and support for next-generation Siri AI and Apple Intelligence features. This AI-centric hardware refresh, paired with anticipation for September’s first major product event under incoming CEO John Ternus, underlines how Apple is trying to anchor future growth in local AI computing rather than cloud-heavy...

Simply Wall St.
IREN Q4 Earnings Call Highlights

IREN (NASDAQ:IREN) said it ended fiscal 2026 with $4 billion in contracted annualized recurring revenue, or ARR, for its 2026 capacity, including $1 billion that was operating following Microsoft’s acceptance of the Horizon 1 deployment. Co-Founder and Co-CEO Daniel Roberts said the company’s AI cl

MarketBeat
Marvell Stock Sinks as Big Expectations Outweigh Solid Earnings

Marvell Technology stock fell sharply in after-hours trading Thursday after the chip designer narrowly beat the market’s expectations for its fiscal second quarter. The company, which both designs custom chips and supplies optical networking technology to connect artificial-intelligence servers, has been a darling of the AI trade in 2026. Marvell reported adjusted earnings of 94 cents a share for its fiscal second quarter, up from 67 cents a year ago and roughly in line with analysts’ consensus estimate of 93 cents, per FactSet.

Barrons.com
What Is Tesla (TSLA) Really Building With Optimus Robots And Its New Starbase?

Tesla (NasdaqGS: TSLA) CEO Elon Musk outlined a concept for Optimus humanoid robots to act as self-replicating Von Neumann machines powered by solar energy, with a potential scale of up to one million units. Musk linked this concept to long term plans for self-replicating probes that could support interplanetary exploration and automation. SpaceX announced plans for a new Starbase project in Louisiana, described as a more than US$100b development tied to expanded launch and manufacturing...

Simply Wall St.
Nvidia’s Big Day Adds $442 Billion in Market Cap

Blowout second-quarter results sent Nvidia’s shares surging 8.7%, their steepest one-day jump since April 2025, adding $442 billion to the company’s market value. That trails only a $450 billion one-day gain by Microsoft in July as the largest such jump ever.

The Wall Street Journal
Nvidia Breaks Its Post-Earnings Curse With $442 Billion Day

Concerns about the profitability of artificial-intelligence ventures, convoluted debt deals underpinning data centers, and the future of chip demand had left some on Wall Street worried that the AI trade was petering out. Then Nvidia arrived with a nearly half-trillion-dollar shot in the arm. The chip maker’s otherworldly growth has become so ingrained in Wall Street’s psyche that many investors expect the company to beat expectations, leaving shares sliding in six of the past eight post-earnings trading sessions.

The Wall Street Journal