China’s Moonshot Kimi K3 AI model, described as the largest open AI model so far, has been launched and is positioned as a lower cost alternative that...
The chipmaker and its founder are not resting on their laurels.
Ken Griffin's Citadel holds Microsoft, Amazon, and Apple as mega-cap anchors, but current valuations tell three very different stories about where con...
Apple raises prices on key subscription services
4 months agoApple isn't just counting on customers to keep buying iPhones. It also expects them to keep paying every month long after they've bought one. While Ap...
Verizon shifts gears as customers continue to leave
4 months agoVerizon has struggled to slow customer losses in its wireless business in recent years, and under new leadership, it is making major workforce changes...
The Chip Index Just Fell Into a Bear Market. Apple Is Sitting Near an All-Time High Anyway.
4 months agoThe AI sell-off is hitting almost every chip name. The market's biggest company is untouched.
Multiple Compression Is a Real Threat to Microsoft Stock, But Its Core Story Isn’t Broken
4 months agoCiti cut its Microsoft price target from $620 to $570 while maintaining a 'Buy' rating, citing ongoing software multiple compression after the stock d...
The S&P 500 Is Becoming a Tech Index in Disguise — But That May Not Be the Risk Investors Think
4 months agoTech giants now control nearly half the S&P 500, surpassing even dot-com bubble levels, and the AI spending race is raising uncomfortable questions ab...
On Wednesday, Apple Inc. shares surged to a record high after investors welcomed the company’s new Siri AI beta and progress on Apple Intelligence, wi...
Bears keep recycling the same China narrative about Nvidia, but each earnings report dismantles it faster than they can rebuild it. Here is why the lo...
3 Stocks Under $50 Worth Buying in July
4 months agoThree stocks under $50 are posting double-digit revenue growth while Wall Street's biggest names trade at prices that shut out smaller investors. One ...
Jensen Huang hinted that Nvidia will be the largest customer of HBM4 solutions as the company launches next-generation chips.
Verizon Communications (NYSE:VZ), along with AT&T and T-Mobile, has partnered with Aduna on a new cross carrier digital security solution. The offerin...
AMD rated Buy with $580 fair value: strong server-CPU growth and contracted Instinct AI demand. Click here to read more about AMD.
Big Tech's $182 Billion AI Debt Spree: How META, NVDA and AMZN Are Reshaping Credit Markets
4 months agoA massive borrowing binge by technology giants expanding their artificial intelligence capabilities is fundamentally transforming fixed-income dynamic...
The BOTZ ETF is positioned to benefit as Japan invests in blending AI with robotics.
Nvidia: The AI Stack Is Changing
4 months agoNvidia outlook: CUDA faces new chip rivals, HBM supply, and data-center power becomes AI bottlenecks. Click to read more on NVDA.
Microsoft Wants Sales Team to Push Its Own AI Models Instead of Rivals OpenAI, Google and Anthropic: Report (UPDATED)
4 months agoMicrosoft Corp. has reportedly instructed its sales team on Tuesday to position in-house AI models above rival offerings from OpenAI, Alphabet’s Googl...
Excluding the contribution from Micron and Nvidia, Q2 earnings for the rest of the Zacks Tech sector would be up +25.3% (vs. +48.8% otherwise).
Moonshot's Kimi K3 tops coding charts and hits chip stocks as investors question America's AI lead over China.
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