Reply Earns "NVIDIA Physical AI Specialization" for Production-Ready Robotics and Digital Twins
10 days agoTURIN, Italy, October 19, 2026--Reply [EXM, STAR: REY] is among the first NVIDIA partners in the world to achieve the "Physical AI Specialization" wit...
Microsoft: What To Watch For In The Q1 Release
10 days agoMicrosoftâs rising capital spending should erode FCF over the next 2 years, although FCF performance may be stronger than peers. Click for this MSFT...
Bernstein analyst Mark Moerdler maintains Microsoft (NASDAQ:MSFT) with a Outperform and raises the price target from $660 to $662.
Microsoft (MSFT:NASDAQ) has pulled out of a planned AI data center in Loughton, Essex, that British cloud provider Nscale was building for it, Reuters...
Stocktwits Tech Watch: Netflix And Meta Report Earnings As Nvidia, Oracle Product Events Loom
10 days agoInvestors are bracing for a busy week as Q3 earnings season enters key period.
If I Could Only Own 1 Artificial Intelligence (AI) Stock Through the Next Bubble Scare, It Would Be This One
10 days agoIren has multiple bullish catalysts, and most of the bearish concerns are actually bullish on a closer look.
BlackRock (NYSE: BLK) is teaming up with Nvidia and other major financiers to build AI infrastructure financing platforms targeting over US$500b. The ...
If I Could Own Only 1 "Magnificent Seven" Stock for the Next 10 Years, It Would Be This One.
10 days agoThis business has so many dominant segments that support ongoing success.
What Would Stop The AI Selloff
10 days ago
iPhone Duo orders slipped into 2027 within minutes of preorders opening.
The problem is more with AMD stock than with AMD as a company.
Emerging growth opportunities in the AI ecosystem could send Nvidia stock higher by 2030.
Bond investors are showing less confidence in this key growth driver for Nvidia.
Azure's growth and Copilot's position in enterprise AI make Microsoft a smart AI play.
The next AI race will be won at the credit desk
10 days agoNvidia's $500 billion financing push shows the AI race now hinges on capital markets, not just engineering.
The CPU market is heating up again, and one looks better positioned to turn rising demand into earnings growth.
Apple and Nvidia have become the world's first $5 trillion stocks.
Nine Companies, Including Broadcom and Verizon, Object to Their Shares Being Tokenized. Can They Stop It?
10 days agoOKX and Intercontinental Exchange want to tokenize shares from 63 public companies, but nine of them have formally pushed back. Whether corporations c...
Apple (AAPL:NASDAQ) is already working on what comes after HomeView. In his Power On newsletter on Sunday, October 18, Bloomberg’s Mark Gurman reporte...
Wall Street's AI Boom Just Reached a Dangerous Milestone. History Says the Winners Could Change.
10 days agoRight now, the market is rewarding companies invested in the AI build-out. They may not be the ultimate winners.
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