Microsoft Breaks Out Azure Sales at $100 Billion Annualized Pace, Reorganizes AI Segments
about 2 months agoMicrosoft appealed Virginia grid-cost rules for its data centers while revealing Azure generates over $100 billion in annual revenue as AI reshapes it...
Wall Street Lunch: Nvidia's Huang Declares 'AGI Has Arrived' After OpenAI's GPT-6 Astra Launch
about 2 months agoNvidia (NVDA) CEO Jensen Huang declared that artificial general intelligence âhas arrived" following the release of OpenAIâs (OPENAI) GPT-6 Astra.
AMD Just Put 300 Billion-Parameter AI Models on a Desktop
about 2 months agoAMD just announced a workstation that could pull sensitive AI workloads out of the cloud entirely, and the buyers it has in mind reveal exactly who st...
Chinese giants Xiaomi, Huawei race to get ahead of Apple’s rumored foldable iPhone
about 2 months agoXiaomi and Huawei launched new foldables ahead of Apple’s event, where the company is rumored to unveil its first foldable iPhone.
AMD: OpenAI's Astra Changes Everything (Double Upgrade)
about 2 months agoOpenAIâs Astra boosts agentic AI demand for GPUs/CPUsâAdvanced Micro Devices, Inc. could benefit via Helios. Click for why AMD is upgraded, plus r...
Apple expected to unveil foldable iPhone at Wednesday event
about 2 months agoCNBC's MacKenzie Sigalos joins 'Squawk on the Street' to preview Apple's Wednesday launch event.
HSBC Reiterates Buy on Apple, Maintains $366 Price Target
about 2 months agoHSBC analyst Nicolas Cote-Colisson reiterates Apple (NASDAQ:AAPL) with a Buy and maintains $366 price target.
Nvidia: Unusual Visibility, Unusual Value
about 2 months ago
Nvidia’s $12.9 Billion Hugging Face Bet Comes With One Huge Risk
about 2 months agoNvidia just paid nearly $13 billion to own the platform where the open-source AI community lives, works, and distributes its models. The question is w...
Nvidia: Stop The Bubble Talk - This Is An Attractive Buy
about 2 months ago
How To Trade SPY, QQQ, AAPL, MSFT, NVDA, GOOGL, META, And TSLA
about 2 months agoGood Morning Traders! Today’s economic calendar kicks off the shortened trading week with limited scheduled data. The primary economic release com...
Bank of America maintains Buy on Apple with a $380 target before Wednesday's event, expecting a $2,099 foldable and $150-$200 Pro price hikes.
Worried about a pullback? This Dividend King pairs a 54-year streak with catalysts that could provide income even if the market crashes.
Verizon & Corning announce multi-billion dollar partnership for fiber to build AI connectivity
2 months agoCNBC's Becky Quick reports on the latest news.
Verizon And Corning Sign Multi-Billion-Dollar Fiber Deal To Expand Broadband And Build AI Infrastructure
2 months agoTo meet surging demand for consumer broadband and converged services alongside emerging AI needs, Verizon and Corning have reached a multi-billion dol...
What to expect at Apple's big event
2 months agoCNBC's MacKenzie Sigalos reports on the latest news on Apple.
Paul Meeks, Freedom Capital Markets head of technology research, joins 'Squawk Box' to discuss Apple's upcoming iPhone launch event, rising memory cos...
NVIDIA (NVDA) Q2 earnings: AI-driven data center surge, 70% growth outlook, big buybacks/dividend boost, and ~220% upside.
Needham Reiterates Hold on Appleto Hold
2 months agoNeedham analyst Laura Martin reiterates Apple (NASDAQ:AAPL) from Hold to Hold.
Apple: Negatively Impacted By Hyperscaler Demand
2 months agoApple Inc. (AAPL) delivered strong FY26 results, but shares dropped 7% post-earnings due to margin pressure and a cautious outlook.
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