Market News

Apple and Meta have been laggards in the AI arms race.

It's a tech company you don't have to second-guess for the long haul.

Investing.com -- Apple Inc’s fiscal 2026 earnings-per-share estimate of $8.85 from BofA Securities sits slightly above the Bloomberg consensus average...

The biggest cloud companies are now recycling almost every dollar of cloud revenue straight back into AI infrastructure, and UBS's latest projections ...

https://www.bloomberg.com/news/articles/2026-08-22/nvidia-customers-notified-about-ai-related-price-hikes-above-15

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...

The chipmaker has told some of its largest customers that the prices of servers containing its AI chips could move more than 15% higher, Bloomberg New...

Data center and cloud infrastructure stocks face a key earnings test as NVDA, MSFT, GOOGL, AMZN, and EQIX report—AI spending pace vs high valuations.

Nvidia Q2 earnings preview: revenue/EPS consensus, Q3 guidance stakes, Rubin/China/CPU growth drivers, $500B financing risks, and valuation—read now...

The top spot first changed hands in 2024, and the gap now runs to hundreds of billions of dollars. A quarter of the biggest index fund sits in five st...

Advanced Micro Devices (NasdaqGS:AMD) appointed Tim Ryan to its Board of Directors, adding new governance experience from his prior roles at Citi and ...

Microsoft (MSFT) stock's stronger RPO and revenue visibility plus disciplined capex and cash flow coverage signal a sustainable AI investment cycle. S...

AMD and Nvidia are closely linked.

Jensen Huang’s children are rising through Nvidia’s ranks, fueling investor speculation about succession at the $5.2 trillion chipmaker.

Apple Inc. has reportedly eliminated more than 200 jobs across its Siri, software engineering, and Vision Pro divisions to focus on artificial intelli...

On August 10, Jefferies downgraded Apple Inc. (NASDAQ:AAPL) to underperform from hold, cutting its price target to $263.66 from $285.56, implying roug...

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

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...

At a glance Ensuring connectivity and continuous monitoring: Verizon engineering teams are working around the clock between storms - monitoring condit...

Microsoft Corporation (NASDAQ:MSFT) has spent years watching Google and Amazon build their own AI chips while it stayed mostly dependent on Nvidia. Th...