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AI infrastructure spending is accelerating toward numbers that would have seemed absurd two years ago, and three mega-caps sit directly in its path. The question is which one gives a patient investor the best shot at a life-changing return before 2030.
Memo to Apple investor from Nvidia.
Apple investors were just reminded of how challenging the bottom-line outlook for the iPhone maker is in the near term, thanks to surging memory chip prices.
Over the past week, trade negotiations between the U.S. and Canada broke down; U.K.-Russia tensions mounted after U.K. Prime Minister Andy Burnham reaffirmed his support for Ukraine; and the U.S. unveiled new sanctions on Iran in what President Donald Trump called an “Economic D-Day.” Recent fluctuations in long-duration bonds are shaking up the way global bond managers are thinking about capital allocations.
Plus: Florida’s governor says the public is right to be concerned about Flock cameras and the FBI shuts down a sprawling China-linked hacking network.
Venture capitalist Jason Calacanis predicts Tesla Inc. will turn its Optimus humanoid robot into a product bigger than Apple Inc.’s iPhone, forecasting 1 billion Optimus robots worldwide by 2036. Calacanis Says Optimus Could Eclipse iPhone Speaking on the This Week...
The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly higher hours before T
Nvidia has struck an ultra bullish tone on memory chips.
Aug 27 (Reuters) - Meta Platforms emerged from its biggest legal challenge in the U.S. with its core business intact.
Nvidia stock was surging alongside Salesforce and CrowdStrike. They all delivered impressive earnings in a reminder of the power of incumbents.
Meta (NASDAQ:META) is facing renewed international scrutiny over protections for younger social media users after agreeing a settlement of up to $18 billion with nearly 50 US states, a development regulators say demonstrates that technology companies have tools available to strengthen online safeguards. The agreement, which addresses claims concerning the impact of Facebook and Instagram on teenagers, could influence how governments approach social media regulation worldwide.
The tech sector looks set for an everything rally Thursday. Nvidia blowout earnings and a flurry of encouraging results from software companies, including Salesforce and Okta have reignited the artificial-intelligence trade. Apple and Microsoft were both down more than 1%, while Alphabet Amazon and Meta Platforms were all down less than 0.5%.
Apple's rare Bay Area layoffs hit Vision Pro and Siri teams amid AI shake-up
Will natural gas hinder the nuclear energy opportunity?
Apple confirms its September 9 'Surprise and shine' keynote, where the iPhone 18 Pro and a foldable iPhone should debut.
Pershing Square's billionaire boss is betting big on artificial intelligence (AI) applications transforming the world.
Amazon is positioning the Amazon Now service to serve immediate, occasion-driven demand rather than replace conventional fashion buying.
Billionaires from Microsoft CEO Steve Ballmer to businessman Robert Kraft are spending their fortunes buying sports teams and funding charitable causes.
The day after earnings hasn’t been great for Nvidia recently. But today could be different. That’s because CFO Colette Kress projected a 70% increase in revenue during fiscal 2028 during the company’s earnings call yesterday.
With Nvidia earnings in the rearview mirror, the focus turns to the Fed's Jackson Hole gathering.
Apple is making the right moves to keep margins high, but shareholders should keep an eye on this space.
Alphabet, Micron and Nvidia have been highlighted in this Earnings Trends article.
One sign that Tesla can deliver on its robotaxi ambition is it's continued domination in digital technologies, which will broadly help power the Cybercab.
Money is flowing to shareholders while they are being diluted at the same time -- and the two amounts aren't close.