AI


ASML, J&J, Global Payments, Morgan Stanley, Ford, Palantir, Brighthouse, and More Stock Market Movers

ASML falls sharply after issuing a growth warning, while Goldman Sachs, Morgan Stanley, and Bank of America post better-than-expected quarterly earnings.

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GitLab and Atlassian Get Downgrades. AI Competition is a Threat, Analyst Says.

The AI revolution has shown no signs of slowing down, but two software companies may be trailing behind.

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More Than 150 Countries to Get Tariff Notices From the U.S. as India Negotiations Continue

The blanket rate for smaller trade partners will likely be around 10%, Trump said.

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Stocks Are Pricier Than They Were in the Dot-Com Era. That Alone Doesn’t Make a Bubble.

History doesn’t repeat itself, but it often rhymes, as Mark Twain once observed. A quarter-century on from the dot-com bubble, the question for investors is how much of that past is prelude.

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Megacap Tech Is Dominating This Rally. That Could Test Investor Sentiment.

Fewer stocks are participating in the muted summer rally, meaning the prospect of extended gains could start to dim.

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How Meta’s CEO Is Pushing the AI Arms Race to Another Level

The price to compete in the arms race for artificial intelligence has just gone up. Way up.

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Trump Media Wants In on AI. Can Truth Social Start Making More Money?

The company has applied to register “Truth Social AI” and “Truth Social AI Search” as trademarks, it announced Wednesday.

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TSMC’s Earnings Are Coming. AI Chips Should Drive Growth Despite Tariff Fears.

Taiwan Semiconductor Manufacturing is expected to report a 50% rise in quarterly profit.

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Palantir Stock Has Nearly Doubled This Year. Why It Just Caught an Upgrade.

Despite trading at 97 times the firm’s estimates for 2025 earnings, Mizuho says Palantir will continue to grow.

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ASML Stock Tumbles After Growth Warning in Earnings Report. Tariffs Are Biting.

The chip tool maker said it couldn't guarantee growth in 2026 due to the uncertainty caused by U.S. tariffs.

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Nvidia Stock Today: What Comes After the China Chip Boost

The Trump administration is allowing exports of the H20 chip after China agreed to a deal on magnets.

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Nvidia’s Win on Chips Reduces China Tensions, Raises Questions on Tech Rivalry

The chip manufacturer said overnight that it had been given assurances that it could sell its H20 artificial-intelligence chips in China again.

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Trump’s AI Ambitions Need Tariff Certainty. It’s Not Coming.

President Donald Trump wants the U.S. to advance its lead in artificial intelligence, but it could be complicated by his messaging on world trade.

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Tariffs Are Showing Up in Inflation. Why Trump Can’t Afford to Ditch Powell.

House deals a blow to “Crypto Week,” ASML warns on 2026 growth, a promising Chinese weight-loss drug, and more news to start your day.

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Trump Touts $92 Billion AI, Energy Projects in Key Swing State

AI company CoreWeave is getting in on the action too. Its stock shot up on Tuesday.

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Nvidia, AMD, Wells Fargo, BlackRock, MP Materials, CoreWeave, Newmont, and More Stock Market Movers

Nvidia stock jumps after the chip maker says it soon expects to again begin selling its H20 AI chip in China, while earnings from JPMorgan Chase, Wells Fargo, and Citigroup beat analysts’ estimates.

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Tesla Stock Drops as Another Top Executive Leaves

A report says one of the company’s top sales executives had departed.

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Nvidia Stock Climbs to New Record. Here’s How Much Revenue H20 Chip Sales Can Drive.

The Trump administration effectively banned Nvidia from selling the chips to China in April.

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Trump Relaxes Nvidia AI-Chip Restrictions. He Could Be Tech’s Best Friend.

The chip firm’s ability to broker an agreement with the White House may be more proof that tariff threats are actually negotiating tactics.

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Alibaba, JD.com, Baidu Stocks Rise. China's Economy Shows Resilience to Trump Tariffs.

Mixed economic data showed China's GDP growing by a slightly more than expected 5.2% in the second quarter. 

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