Which big tech giants can actually sustain their AI spending? Four separate analyses kept producing the same order, and my favorite hyperscaler didn't...
There have been several standouts in the cycle so far, including Microsoft, Bloom Energy, and EMCOR Group, all of which have seen nice momentum in the...
NVIDIA's rapid-fire investments in frontier AI labs look suspiciously similar to the circular deals that preceded the dot-com collapse, and investors ...
AAPL Stock Gets Downgrades As Wall Street Sees Memory Inflation Pressures Persisting For 'Several More Quarters'
3 months agoChina Renaissance, DZ Bank and Phillip Securities downgraded AAPL stock, citing a combination of rising component costs, supply constraints and uncert...
Microsoft Price Prediction: After a 25% Three-Day Rally, Here’s Where The Stock is Headed
3 months agoMicrosoft just posted its biggest post-earnings surge in recent mega-cap history, and the move happened so fast it raises a serious question about wha...
The earnings multiple has come all the way down to the market's, while the build-out behind the story keeps pushing gross margin lower.
Apple moves to escalate lawsuit against OpenAI
3 months agoCNBC's MacKenzie Sigalos reports on news regarding Apple.
Apple beat earnings, but a disappointing Services performance sparked a sharp sell-off and led investors to question the company’s biggest growth engi...
They're competitors, but they're decreasingly alike. This is going to make a difference sooner or later.
IonQ's revenue has quintupled in six quarters, yet AMD still generates 160 times more — a gap that's narrowing fast.
A quiet software release tied to SIGGRAPH 2026 may matter far more to NVIDIA's next decade than its blockbuster hardware lineup, and a single number b...
MOVE Stock Soars After Corvex Expands Nvidia Blackwell GPU Deal With ‘Leading AI Company’
3 months agoCorvex said the agreement expands an existing customer commitment, with the full GPU cluster now fully deployed after deliveries throughout 2026.
CNBC's MacKenzie Sigalos reports on the latest developments in the Apple–OpenAI lawsuit.
131 Poisoned AI Packages Hit Microsoft’s (MSFT) npm. CrowdStrike (CRWD) Couldn’t Ask for a Better Sales Pitch
3 months agoCrowdStrike Holdings, Inc. (NASDAQ:CRWD) said on August 3 that a North Korea-linked adversary injected a malicious dependency into at least 131 Mastra...
Nvidia stock has lagged behind the PHLX Semiconductor Index, which is up 61% this year so far through Monday’s close.
Nvidia vs. Advanced Micro Devices: Evaluating Revenue Growth Trajectories for These Artificial Intelligence Giants
3 months agoNvidia's revenue has nearly tripled in two years while AMD's growth has stalled, widening a gap that raises questions about competitive positioning.
MOUNTAIN VIEW, Calif., August 04, 2026--LegalZoom.com, Inc. (Nasdaq: LZ), today announced it has launched an agent integrated with Microsoft 365 Copil...
https://www.ddn.com/press-releases/ddn-and-nvidia-collaborate-to-advance-gpu-initiated-data-access-for-next-generation-ai/
Jensen Huang's Push for Open-Weight AI Models Is Really a Bet to Expand Nvidia's Total Addressable Market
3 months agoJensen Huang's push for open AI may sound altruistic, but it could also be one of Nvidia's smartest long-term growth strategies.
Has Apple's Stock Peaked?
3 months agoIn the past 12 months, Apple's stock has soared more than 50%.
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