Social Capital founder and venture capitalist Chamath Palihapitiya on Sunday backed Microsoft Corp. CEO Satya Nadella’s warning that companies relying...
MSFT Stock Gains: Melius Research Calls Microsoft ‘Adults In Charge’ Of AI, Upgrades To ‘Buy’
27 days agoAnalysts turn bullish on Microsoft as AI risks, Azure growth, and enterprise adoption strengthen its case as a long-term AI winner.
Nvidia vs. Taiwan Semiconductor Manufacturing: Which Technology Stock Is a Better Buy in 2026?
27 days agoNvidia's 55.6% net margin and $96.7B free cash flow dwarf Taiwan Semi's, but geopolitical risks and customer concentration pose distinct threats to ea...
Nvidia: Inventory Doesn't Lie And Says Downgrade
27 days agoNvidia's inventory turnover dropped to a multi-year low at 3.35x, with ongoing pressure from memory and substrate wafer constraints. Read why NVDA sto...
If you don’t upgrade, you’re putting your computer and anyone else on your network at risk.
Meta And Microsoft Reportedly Trim Anthropic Reliance as Internal AI Tools Take Center Stage
27 days agoMeta Platforms and Microsoft are actively curbing internal employee use of Anthropic's Claude AI models to control rising costs.
The ISM report showed that the Purchasing Managers' Index for services came in at 54.9% in September, roughly in line with expectations.
In the latest trading session, Nvidia (NVDA) closed at $238.9, marking a +2.12% move from the previous day.
Microsoft (MSFT) closed at $525.18 in the latest trading session, marking a +1.48% move from the prior day.
AMD is posting strong AI chip growth with high-profile customer wins. Intel is recovering, with its fastest revenue growth in 15 years, but execution ...
As Nvidia (NVDA) stock continues to reach record highs, Wedbush managing director of equity research and hardware, Matt Bryson, explains what's ahead...
Microsoft earned a Buy upgrade from Melius Research, which sees growing concerns about AI safety driving businesses toward its tools.
Investing.com -- Tech giants Meta Platforms and Microsoft are actively reducing their internal reliance on Anthropic’s Claude AI technology as both co...
This historic signal says NVDA could see even more record highs
Nvidia, Broadcom May Be Surprisingly Safe From a 32-GW Hole in the AI Boom, Morgan Stanley Says
27 days agoA 32-gigawatt power shortfall could delay America’s AI data-center boom, but Nvidia Corp. (NASDAQ:NVDA) and Broadcom Inc. (NASDAQ:AVGO) may be surpris...
CNBC’s Jim Cramer said Nvidia, Microsoft and Meta are helping push stocks to records even as surging Treasury yields pressure much of the broader mark...
Apple New CEO Ternus Puts Focus Back on Design
27 days agoApple's new CEO is putting his own stamp on the company and making design a much bigger priority. Bloomberg's Mark Gurman discusses how John Ternus is...
Analyst Ben Reitzes says Microsoft's cybersecurity offerings position the company well as investors seek safer AI plays
(Updates with statement from Groq in fifth paragraph.) Nvidia's (NVDA) $20 billion licensing deal
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