Showing 25 of 871 articles.
Has Wall Street stopped panicking about AI chatbots destroying Alphabet Inc.’s (NASDAQ:GOOGL)’s traditional search business? On August 19, Analyst Scott Devitt initiated coverage on the stock with a Buy rating, noting how concerns around Search have largely played out. However, declaring a multi-year risk narrative to be effectively over is a bold assertion worth stress […]
Abel has been increasing Berkshire's position in a less-followed mid-cap stock.
Dan Loeb's Third Point exits Broadcom ahead of second-quarter results as the stock has surged in 2026.
Some of Nvidia's largest customers have been told prices of servers containing its AI chips will rise by more than 15% in many cases with memory chip costs soaring, Bloomberg News reported on Saturday. The price hikes will go into effect on systems shipped early next year and will impact systems including those with the flagship Vera Rubin and Grace Blackwell chips, the report added, citing people familiar with the process. The increases will depend on Nvidia's chip generation and memory configurations, they said.
Marvell handed Google a path to a multibillion-dollar stake. The terms decide whether that helps or hurts the stock.
Amazon's custom chip business is growing in popularity.
It's a tech company you don't have to second-guess for the long haul.
The Invesco QQQ Trust has been a high-performing fund over the years.
IonQ continues to make strides towards a commercially viable quantum computer.
A tricky stock market struggles against industry rotation and wavering investor confidence heading into the final full week of August.
Nvidia heads into its Aug. 26 earnings report with a new $345 price target and Vera Rubin seen as a potential driver of its next growth cycle.
Bonds are at their most interesting potential entry point in years.
Investing.com -- Apple Inc’s fiscal 2026 earnings-per-share estimate of $8.85 from BofA Securities sits slightly above the Bloomberg consensus average of $8.80 and the Visible Alpha consensus of $8.83, a narrow beat that the broker tied to an expected strong iPhone upgrade cycle driven by the need for the latest hardware to enable generative AI features.
Given the nature of this business, investors can't really ignore macroeconomic conditions.
There's more to an investment thesis than one great day of price action.
Tesla (NasdaqGS:TSLA) is recalling nearly 3 million vehicles in China due to potential safety issues with emergency door releases. The recall is the company’s largest in China to date and affects vehicles already on Chinese roads. Separately, Tesla has introduced a new Powerwall home battery leasing plan as competition in residential energy storage increases. The recall and the Powerwall shift could influence how regulators, consumers and investors view Tesla’s broader business model. This...
One of the pharmacy operator's segments is doing particularly well.
Nvidia gets the headlines, but Microsoft is quietly sitting on an asset that converts AI hype into locked-in revenue at a scale most investors haven't priced in yet.
The biggest cloud companies are now recycling almost every dollar of cloud revenue straight back into AI infrastructure, and UBS's latest projections reveal just how far this spending spiral could go before it peaks.
Every major AI bull run has a number investors quietly agree to ignore, and the one hiding behind Microsoft, Alphabet, Meta, and their peers right now makes the reported balance sheets look like a rough draft.
Marvell is offering Google a potential 7% stake in the company, but there is a serious catch that changes everything about how this deal should be read.
Tesla is in the middle of a major business shift, and a long-range version of its Model Y SUV could help ease the transition.
Companies are using tariff refunds to lower prices, cushion their margins, and, to a very small extent, return the money straight to the customer.
Realty Income checks all the boxes as a top dividend stock.
AWS is growing at its fastest pace in 18 quarters, advertising is booming, and Amazon's chips business is exploding, yet the stock trades at a multiple that makes it look like a sleepy retailer. Something in that math appears deeply off.