We recently published David Tepper Stock Portfolio: 10 Long-Term Stock Picks. Microsoft Corporation (NASDAQ:MSFT) is one of the long-term stock picks....
Mid-year 2026 is a stress test for long-term conviction. The S&P’s mega-cap leaders have diverged sharply this year, with Microsoft giving back gains ...
UBS sees rising demand for CPU racks.
Conapto deal adds renewable-powered data center sites.
AMD Gets a Huge UBS Boost as CPU Rack Demand Heats Up
Broadcom and OpenAI launched Jalapeno, the ChatGPT-maker’s first custom “intelligence processor,” kicking off a multi-generation AI hardware roadmap.
Four straight down sessions have erased more than $900 billion in equity value, with the proximate cause tracing to Seoul. The Kospi fell nearly 10% i...
The humanoid robot startup Agility Robotics is going public at a $2.5 billion valuation via a SPAC merger with Churchill Capital. Shares of Churchill ...
Nike could be the next company dropped from the given its low stock price—and that might allow Berkshire Hathaway to finally make it into the vene...
I keep buying NVIDIA (NASDAQ:NVDA) because every quarter the company reports, the math behind my thesis gets stronger. That is the whole confession. I...
Bloom Energy (NYSE:BE) faces fresh competition in AI data center power as Chevron and Microsoft roll out natural gas turbine projects. A new U.S. Depa...
Siri's rejuvenation is unlikely to boost the iPhone's market share.
Apple turning to Intel for chips, as Washington announced last week, has the neat logic of necessity meeting ambition. A deal - which neither compan...
Advanced Micro Devices Inc (NASDAQ:AMD) shares are pulling back on Wednesday despite a bullish price target increase from UBS.
https://x.com/OpenAI/status/2069843083701915755
NVIDIA Corporation (NASDAQ:NVDA) is one of the 15 AI Stocks Analysts Are Watching: Microsoft, Nvidia, and More. On June 23, Bernstein reiterates Nvidi...
Microsoft Corp. on Wednesday unveiled the third edition of its annual AI in Education Report1 that reveals both the momentum behind AI adoption in edu...
HIVE's Nvidia A40 GPUs in Paraguay matched the performance observed on newer H100 systems for their large-language-model pretraining research. Researc...
Regaining support at its 21-day exponential moving average, Apple stock is shaking off a spat of turbulence.
During an interview with Bloomberg, Ives highlighted Microsoft’s potential despite some missteps with Copilot, its AI companion.
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