LATEST ARTICLES
Amazon Lines Up Deal to Rival SpaceX’s Starlink.
Globalstar stock rose following a report Amazon is in talks to buy the satellite operator. Apple will have something to say about the deal
2 minute read
Microsoft Stock May Be Over the Worst. How Data’s Giving It the Edge for AI Riches.
Microsoft stock has shed more than $1 trillion in value but it is doubling down on AI investment plans. Benchmark Research thinks that's the right approach.
3 minute read
OpenAI Raises $122 Billion. Amazon Is Betting Big.
Amazon.com and Cathie Wood's ARK Invest were among the backers for OpenAI's $122 billion funding round.
1 minute read
Nvidia’s Rare Losing Streak
The chip maker's shares have suffered two consecutive quarterly losses for the first time in years.
2 minute read
Marvell Stock Soars. Nvidia Is Taking a Stake.
The $2 billion investment is part of a collaboration that will allow customers to use components from both companies.
2 minute read
Smart Glasses Might Replace Your Phone. These Stocks Stand to Gain.
Meta is in the lead, with Apple, Google, and Samsung close behind. Still, they aren’t the trend’s best plays. Retailers and suppliers are.
Long Read
Nebius Stock Rises. Why the ‘Neocloud’ Neophyte Has Been a Winner.
Nebius stock has been the leader among the ‘neocloud’ stocks in recent months. A new data-center investment could help that continue.
1 minute read
Nvidia Chips Are Going Into New Data Centers—and Space
Nvidia is set to benefit from spending by customers such as artificial-intelligence company Mistral AI and space-based data center company Starcloud.
2 minute read
Seagate Stock Is Up 350% in a Year. Why J.P. Morgan Thinks It Can Go Further.
Seagate Technology stock has surged over the past year, but J.P. Morgan says rising AI-driven data-center demand and expanding margins could push shares even higher.
2 minute read
U.S. Oil Prices Surge Back Above $100 a Barrel
President Donald Trump has tried to calm market fears by claiming progress with Iran, but oil prices tell a different story.
4 minute read
Nvidia's Been Hammered. It May Have Found a Floor.
Nvidia stock now trades at at a discount to the S&P 500 index on its forward price-to-earnings ratio.
1 minute read
Meta Stock Is Falling Again. What Can Stop the Rot.
Meta Platforms stock is suffering amid concerns about rising spending on artificial-intelligence. It just announced a big AI data center investment.
3 minute read
Anthropic Got a Win Against Pentagon Blacklisting. What It Means for Palantir.
A federal judge on Thursday halted the Trump administration’s designation of Anthropic as a supply-chain risk.
2 minute read
Trump Pause on Iran Energy Plant Strikes Calms Oil Markets a Bit
Oil prices fell slightly in after-hours trading Thursday after President Donald Trump said he was extending the pause on striking Iranian energy plants.
3 minute read
Why TurboQuant Hammered Memory Stocks
Micron Technology and Sandisk stocks have been dented and TurboQuant could be one of the reasons.
3 minute read
Meta, Google Face a ‘Big Tobacco’ Moment
The two stocks were down big after a landmark legal decision on social-media addiction. Tobacco settlements set a troubling example.
3 minute read
Nvidia, Trump Jr. Have Backed This AI Start-Up. It Could be the U.S. Answer to China’s Threat.
Nvidia is funding an ecosystem of U.S. artificial-intelligence models to counter Chinese AI companies like DeepSeek.
2 minute read
Oil Drops Despite Mixed Signals on Peace Plan
Brent crude and WTI prices were falling after a report of a U.S.-drafted peace plan led to some relief in energy markets.
2 minute read
SK Hynix Will List in U.S. What It Means for Micron.
Micron stock has benefited from the memory-chip boom, but American investors are about to get an alternative play on the trend.
3 minute read
Nvidia Stock Rises. What Arm's First AI Chip Means.
Nvidia stock shook off the entry of Arm Holdings into the artificial-intelligence processor market.
2 minute read
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