AI News

Here is a way to collect an attractive income on INTU now, which you keep whatever the stock does, in exchange for agreeing to sell your shares if the stock climbs above a higher price.

Marvell Technology’s modeled fair value has shifted to US$259.66 from US$254.41, signaling an updated price target in the latest round of research. Analysts are linking this change to the expanded Google partnership, custom AI silicon exposure and growing focus on optical interconnect, while others point to concentration risk and elevated expectations as counterweights. As you read on, you will see how these moving pieces shape the evolving Marvell Technology story and what to watch as new...

Apple has admitted that some roles are being impacted as it shifts its focus away from certain initiatives.

The Terafab joint venture is set to materially benefit both businesses.

Demis Hassabis, the Nobel Prize-winning co-founder of Google DeepMind, is stepping down from running the AI lab day-to-day. He’s becoming DeepMind’s chairman and taking on a new role as Alphabet Inc. (NASDAQ:GOOGL)’s chief scientist, while Koray Kavukcuoglu, DeepMind’s US-based chief technology officer, takes over operations as senior vice president reporting directly to CEO Sundar Pichai, […]

Apple's stock commands a premium price among its peers, but its growth and profit metrics tell a different story. Is the market paying for the past or the future.

NVIDIA Corporation (NASDAQ:NVDA) is weighing a step that would have seemed unthinkable a year ago: shipping its next-generation Rubin Ultra GPU with less memory than originally promised. According to The Information, the company has been testing at least three versions with reduced high-bandwidth memory, some as low as 192GB to 256GB, well below the 1 […]

The corporate earnings foundation remains exceptionally strong, as S&P 500 profits have now grown for 12 consecutive quarters. Continued positivity in the revisions trend sets up a powerful backdrop as we finalize the Q2 earnings season and turn our attention to Q3.

Lower-cost AI models could reshape industry economics fast

Institutional caution could become fresh buying pressure fast

Big Tech rivals are increasingly buying AI from each other

Microsoft Corporation (NASDAQ:MSFT) has spent years watching Google and Amazon build their own AI chips while it stayed mostly dependent on Nvidia. That’s starting to change. The Information reports Microsoft is preparing to launch its new Maia 300 AI chip this fall, possibly as soon as next month. It is already in talks with TSMC […]

On August 5, Meta Platforms, Inc. (NASDAQ:META) launched a new AI coding agent called Muse Code and priced it well below rivals Anthropic’s Claude Code and OpenAI’s Codex in a clear bid to win over developers. The release landed the same week. Reuters reported that a separate Meta AI model exploited a security vulnerability during […]

DZ Bank analyst Markus Leistner launches coverage of SpaceX stock with a Sell rating and $100 price target.

Azure's contracted demand is helping Microsoft resist a brutal week for rate-sensitive technology stocks.

Bernstein says strong growth and early monetization keep the risk-reward attractive.

Nvidia (NVDA) is set to report second quarter earnings results on Wednesday, Aug. 26, after markets close. Yahoo Finance Technology Editor Dan Howley discusses his expectations for the earnings print, highlighting what investors will be keeping an eye on.

Bank of America sees a more aggressive AI era under John Ternus.

Investors are debating whether Apple's next chief executive must abandon its restrained infrastructure strategy to compete.

Las Vegas permits strengthen Alphabet's claim that autonomous driving is becoming a commercial platform rather than a research project.

Friday's rebound suggests the market is separating an enormous legal threat from Meta's still-explosive advertising growth.

Meta Platforms, Inc. (NASDAQ:META) CEO Mark Zuckerberg published a lengthy letter on August 10 making the case that artificial intelligence should be spread broadly rather than controlled by a handful of companies or governments. He also announced that Meta will start releasing open-source AI models again. Around the same time, the Wall Street Journal reported […]

Anthropic's (ANTH.PVT) IPO paperwork could be filed as soon as this month, potentially beating OpenAI (OPAI.PVT) to the punch. Yahoo Finance Technology Editor Dan Howley outlines what we know so far.

Elon Musk just announced Starlink crossed 11,000 satellites in orbit, but the real story is where Amazon's much-hyped Kuiper constellation actually ranks against the competition and what that gap means for investors betting on the LEO broadband race.

Tesla just posted record deliveries while SpaceX reported explosive revenue growth, and for the first time investors can compare both Musk empires on equal footing. The numbers point in a direction that may surprise anyone who has been betting on the more famous name.