Nvidia passed our low-debt and strong-cash-flow screen. See the other businesses that cleared those financial hurdles alongside it. The chip business ...
Apple stock briefly traded above the $5 trillion threshold at its intraday high today.
Intel and AMD have each tripled their value in a matter of months, leaving shareholders staring down a decision that cuts both ways. The case for stay...
Apple is finally ready to unveil its new smart home strategy, seeking to plug a major hole in its ecosystem. Also: New details on the company's Mac an...
Apple’s iPhone 18 Pro cuts reveal an awkward AI problem
CNBC’s MacKenzie Sigalos reports on new Counterpoint data showing Apple gaining ground even as the global smartphone market contracts.
Microsoft is installing the latest version of its Maia chips in data centers to power its AI software using mostly homegrown hardware. The company exp...
Microsoft’s new Maia 300 chip makes AI cheaper to run, two days after Nadella warned we can’t control the AI we already have.
Microsoft expects its next-generation Maia 300 system to deliver 40% more AI-generated tokens per megawatt than ‘leading GPU-based systems.’
What a fantastic six months it’s been for AMD. Shares of the company have skyrocketed 146%, hitting $608.15. This was partly thanks to its solid quart...
Artificial intelligence stocks were a standout on Monday, but not in a good way.
Microsoft (MSFT:NASDAQ) unveiled Maia 300, the next generation of its in-house AI chip, on Monday, October 12. Production deployments start in 2027, a...
Both AMD and NVIDIA just posted record Data Center quarters, and their next platforms are shipping months apart. That timing gap could decide which st...
Explore Nvidia's (NVDA) strong buy rating on Portfolio Signals as Emma Johnston breaks down the quantitative data behind its valuation shift versus qu...
Apple stock received a price-target increase from JPMorgan on a favorable outlook for the company's holiday-quarter sales.
CNBC's MacKenzie Sigalos reports on Apple’s growing smartphone market share, JPMorgan’s higher price target, and the company’s smart-home push with Si...
Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) shares fell 1% to $226.55, down $2.73, after Microsoft Corp (NASDAQ:MSFT) unveiled a new artificial intelligence ...
Microsoft will deploy the Maia 300 AI system in its Azure cloud-computing facilities starting in 2027.
Azure demand is outpacing Microsoft's ability to supply it, Copilot seats are surging, and the backlog just hit a record, yet the stock has barely mov...
The AI chip maker's shares hit a record high last week but technical analysis points to a growing risk of the stock peaking.
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