Investors are scrutinizing the AI trade amid concerns that companies may be throwing money into a bottomless pit.
The Dow Jones hit a new high thanks to Nvidia, but Google, SpaceX and AMD weighed on the Nasdaq. Sandisk, Western Digital fell late.
The company's exposure to OpenAI remains the main talking point among equity and bond investors.
US equity indexes were mixed Wednesday as SpaceX (SPCX) and Advanced Micro Devices (AMD) stocks decl
Yahoo Finance Tech Editor Dan Howley sits down with Microsoft (MSFT) Copilot EVP Charles Lamanna to discuss the rapid growth of Microsoft 365 Copilot,...
Citadel Securities projects up to $500b in debt issuance by 2028 to fund AI chip infrastructure, with Microsoft expected to be a major participant in ...
Record Data Center sales and a $13 billion outlook failed to prevent a sharp post-earnings decline.
Apple reportedly approached CXMT for lower mobile-memory prices.
Strong guidance still failed to clear investors' elevated bar
DA Davidson analyst Gil Luria maintains Advanced Micro Devices (NASDAQ:AMD) with a Buy and raises the price target from $425 to $550.
(Bloomberg) -- Microsoft Corp. generates most of its artificial intelligence revenue from OpenAI, according to new disclosures from the company. Most ...
AMD's Q2 earnings beat estimates as Data Center sales more than double, margins widen and Helios AI demand tracks ahead of forecasts.
More capable AI could create multiple different profit opportunities.
Big Tech just closed out its second-quarter 2026 earnings season, and the results looked, on paper, like a triumph. Microsoft, Amazon, and Alphabet al...
Cloud computing giants are back in favor as investor support for artificial intelligence (AI) capital expenditures grows.
Tech investors hoping that a wave of AI spending will moderate in 2027 are likely to be disappointed.
Nvidia stock was seeing solid gains on Wednesday, though you wouldn't guess it by taking a look at major index moves. The AI chip maker was up 4.3% an...
The likes of Microsoft, Google, and Amazon have spurred concern about how much they’re spending on their AI clouds. But there’s another metric that bo...
Analysts raised price targets after earnings, while bullish retail traders said AMD could climb as high as $800 on AI-driven growth.
Samsung said on July 30 that memory shortages could worsen in 2027 and persist through 2028. The warning strengthened the pricing outlook for Micron T...
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