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Microsoft stock is trading slightly higher this year despite the company’s massive capex. Wall Street believes those investments will pay off.

Nvidia and Apple took opposite approaches to AI spending in 2026, and both are beating the market anyway. The shared contrarian logic behind their gai...

The deal could strengthen Nvidia's grip on AI development

The chipmaker showered its owners with cash while the stock price went nowhere fast, raising a sharp question about what all that money actually bough...

AI hyperscalers have no plans to slow down spending in 2027.

Production was reportedly running at only a few hundred units a day as Apple prepares to unveil its first foldable iPhone.

ARK Invest shifted its semiconductor exposure after Nvidia's latest earnings, selling about $72.8 million of AMD while adding to Nvidia.

Apple Inc (NASDAQ:AAPL, XETRA:APC) was the focus of a supply-chain preview from Citi on Friday, highlighting the upcoming iPhone 18 family as a key ca...

The chip giant has committed over $40 billion in 2026 alone, with frontier AI labs receiving nearly $50 billion of that total

Nvidia confirmed Thursday it has entered into a definitive agreement to acquire Hugging Face for $12.93 billion - a move that will have long-lasting e...

Figure's 100,000-GPU deal shows Nvidia's next AI growth driver may be humanoid robots, not just chatbot makers.

https://www.bloomberg.com/news/articles/2026-09-04/ai-cloud-firm-nscale-seeking-3-5-billion-in-pre-ipo-financing

Advanced Micro Devices is a Buy, driven by robust data center growth, AI partnerships, and management outlook. Read more on AMD stock here.

Apple on Wednesday is widely expected to introduce its iPhone 18 handsets, including its first folding-screen model.

Memory shortages cap Ascend 950DT output in the low hundreds of thousands this year

Microsoft's CEO sold 86,525 shares in his first stock sale of 2026, but the transaction was arranged months in advance.

Microsoft's disclosure places Alphabet third by revenue while exposing the value of closing a relatively narrow gap.

One ambitious hardware bet appears to have gone too far.

Oracle is challenging resistance near $156.35, while AMD sits at a major inflection point around $450. Intel is also searching for a base near $87 as ...

Microsoft is rated Hold with a $558–$605 target range; it has strong fundamentals, but its valuation looks stretched. Click here to read more about ...