Microsoft isn't always the first company that comes up when AI investments are discussed.
The race to make AI agents more useful is complicating one of Apple’s longtime promises.
Michael Burry Just Pulled a 1960s Market Bubble Into Nvidia's AI Debate — ‘We Have All Been Here Before’
28 days ago“The Big Short” investor Michael Burry compared Nvidia Corp.’s defense of its graphics processing unit depreciation schedules to a 1960s market bubble...
The accounting fight between Michael Burry and Nvidia just got a very unusual historical reference.
Amazon Wants to Move $8 Billion in Nvidia Chips Off Its Books. Is AI’s Financing Model Starting to Change?
28 days agoAmazon (NASDAQ:AMZN) is in talks to move $8 billion of NVIDIA (NASDAQ:NVDA) Grace Blackwell chips into a special purpose vehicle, the Financial Times ...
6346560 looks undervalued at sub-15x forward P/E with 20%+ EPS growth; NVDY is a hold as low IV hurts call-selling.
The market is pricing AMD as if it has become the best AI computing stock, but that's just not the case.
Dow Jones Futures Loom With Nasdaq At High, Nvidia And SpaceX Buys, But Note These Risks
28 days agoThe Nasdaq is at highs with Nvidia, SpaceX, Bloom Energy in buy areas. But much of the market remains weak. Here's what to do.
Analyst Sees 6 Million iPhone Duo Sales This Year. Why That’s Not Enough to Move AAPL Stock.
28 days agoCounterpoint Research expects Apple to sell about 6 million iPhone Duo units this year, which at a $1,999 starting price would imply at least $12 bill...
Nvidia and Broadcom are two frontrunners in the AI computing race.
This company is the backbone of the AI infrastructure trade.
Apple, Meta And Jim Cramer Set the Tone for AI, iPhone and Vision Pro Moves: This Week in Apple
28 days agoApple dominated technology headlines this week as AI privacy, iPhone demand, wearables and corporate restructuring drew investor attention.
The court will begin hearing oral arguments on Monday.
Nvidia is in command of the AI arms race.
Microsoft Corporation (NASDAQ:MSFT) ended fiscal 2026 with $678 billion of commercial remaining performance obligations. That total offers substantial...
The rapid expansion of artificial intelligence is creating a major opportunity in the central processing unit (CPU) market, positioning Advanced Micro...
Nvidia Gets Its Leather Jacket Back
29 days agoAfter more than four months, Nvidia has finally gotten its act together, and the AI bull market's leading star traded at an all-time high yesterday
Warren criticized massive AI tax breaks for Big Tech, saying taxpayers subsidize companies while Republicans cut health care funding.
Amazon has set up an $8b special purpose vehicle to buy and lease back Nvidia (NasdaqGS:NVDA) Grace Blackwell chips to AWS clients. The structure is d...
Key TakeawaysAT&T cut its dividend 47% to $1. 11 a year with the 2022 WarnerMedia spin-off and hasn’t raised it since, while Verizon raised its payout...
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