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The bank still expects strong quarterly results, helped by Azure and Copilot demand.

Wells Fargo Cuts Microsoft Price Target but Doubles Down on AI Growth

Outlining the stock's potential 71% upside.

Jensen Huang reflects on how SEGA saved Nvidia back in 1995 as the companies celebrate their 30-year partnership anniversary.

Investors should brace themselves for higher AI spending in fiscal 2027, according to Citi Research.

Microsoft (MSFT) is overhauling its cybersecurity business to capitalize on corporate demand for AI-

Chip stocks have staged a historic run in 2026, and Bank of America's latest fund manager survey reveals just how extreme the crowding has become. Bef...

Report says company is exploring semiconductor startup deals

New incentives build on India's semiconductor strategy while supporting domestic smartphone production and technology investment.

Apple stock has gained 121.0% over the past 5 years, yet its current valuation checks are split, with a Discounted Cash Flow (DCF) intrinsic value est...

The 'Fast Money' traders talk Apple reaching all-time high.

Management has gone quiet on the multi-billion-dollar China problem that once dominated its calls, and what they're talking about instead reveals a fu...

NVIDIA just reported revenue nearly eight times larger than AMD's AI hardware business, yet AMD shares have surged over 150% this year while NVIDIA ba...

Dell and Supermicro both rode the AI server wave this quarter, but one company came out looking like a disciplined giant while the other fumbled a sto...

Nokia Rolls Out AI-Native RAN Platform as Nvidia Deepens Telecom Push

The AI industry was recently upended when Apple took legal action against one of the leading AI technology companies.

Three Wall Street analysts lowered their price targets on Microsoft stock on Wednesday as the software giant faces AI-related uncertainties.

On June 25, Apple told the market it was raising prices on MacBooks, iPads, and other devices to cover the cost of a global memory chip shortage. The ...

The deceptive practices Microsoft is accused of include "dark patterns" - design techniques used to manipulate users into making choices they may not ...

Apple (AAPL) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in...