Investors should brace themselves for intensifying AI spending in fiscal 2027, according to Citi Research.
Apple hits record high
4 months agoCNBC’s MacKenzie Sigalos reports on Apple as the tech giant is hitting an all-time high.
Citigroup analyst Tyler Radke maintains Microsoft (NASDAQ:MSFT) with a Buy and lowers the price target from $620 to $570.
According to a Bloomberg report, Huang told reporters in Tokyo that Vera Rubin is in production and on track for delivery to customers.
Morgan Stanley Drops a $50 Billion Bombshell — Can Big Tech Still Afford to Build the AI Factories of the Future?
4 months agoMorgan Stanley just revised what it costs to build a frontier AI cluster, and the new numbers are reshaping which companies can actually compete in th...
As spending on the artificial intelligence (AI) infrastructure build-out accelerates, a separate stock market catalyst is being starved of capital.
SK Hynix now gives U.S. investors a rare chance to own the leading supplier of AI memory chips powering Nvidia's accelerators, but the real question i...
According to a Bloomberg report, Apple has been cleared in China to integrate Qwen AI with Apple Intelligence.
Oracle shares gain after report it leads race for Japanese government cloud contract (ORCL)
4 months agoOracle (NYSE:ORCL) shares moved higher in premarket trading on Monday after a report suggested the company is leading the competition to provide cloud...
https://www.apple.com/newsroom/2026/07/major-league-soccer-returns-to-apple-tv-tomorrow/
AI Chip Spending Is Projected to Hit $1.6 Trillion by 2030. Here Are the Stocks Positioned to Capture Much of It.
4 months agoCutting-edge semiconductors and high-bandwidth memory chips have spurred massive investments in this industry.
https://www.theinformation.com/articles/apple-hunts-ai-chip-acquisitions
How Microsoft (MSFT) Is Deepening Its Enterprise AI Moat With a $2.5 Billion Customer Deployment Initiative
4 months agoMicrosoft Corporation (NASDAQ:MSFT) is one of the high-growth wide-moat stocks to buy. On July 2, Microsoft launched Microsoft Frontier Company with $...
Scotiabank Maintains Sector Outperform on Verizon Communications, Lowers Price Target to $51.5
4 months agoScotiabank analyst Maher Yaghi maintains Verizon Communications (NYSE:VZ) with a Sector Outperform and lowers the price target from $54.5 to $51.5.
Cramer’s Mad Dash: Microsoft
4 months agoCNBC’s Jim Cramer delivers his daily Mad Dash.
(Bloomberg) -- Apple Inc.’s on-device artificial intelligence system got its long-awaited approval for release in China, integrating Alibaba Group Hol...
SoftBank CEO Masayoshi Son Calls AI Bubble Fears 'Foolish,' Predicts $5 Trillion Annual AI Investment Boom
China's cyberspace regulator said on Wednesday that Apple's on-device generative AI service "Apple Intelligence" has been registered for use on iPh...
This company is one of the early winners of the AI revolution.
Alibaba’s U.S.-listed shares rise 4% after Qwen AI set to be integrated in Apple Intelligence
4 months agoThe Cyberspace Administration of China on Wednesday included Apple's AI services on a list of approved providers.
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