AI

Penguin Solutions stock rose around 13% after Wednesday’s closing bell as investors cheered the artificial-intelligence computing infrastructure play’s earnings.

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.

Intel stock jumps after the company agrees to repurchase Apollo Global Management’s 49% stake in a joint venture related to its Ireland chip factory.

Wall Street projects Tesla first-quarter deliveries of about 366,000 cars.

2026 hasn’t been tech’s year so far.

Both Lumentum and Coherent, another optical networking company, were added to the S&P 500 index last month as part of its quarterly rebalancing.

The tech stock trades at a stratospheric valuation versus the price-to-earnings ratios for the S&P 500 and Nasdaq.

Micron, Sandisk, Western Digital, and Seagate lead the rally back to momentum stocks.

NCino stock spikes after the banking software company reports better-than-expected quarterly earnings.

Amazon.com and Cathie Wood's ARK Invest were among the backers for OpenAI's $122 billion funding round.

Nvidia stock has suffered two consecutive quarterly losses for the first time in years. The chip maker’s record suggests there’s hope for a comeback.

It's been a roller coaster start to the year for the market, but some stocks had their best quarter on record.

OpenAI’s huge funding round could reignite AI excitement, Apple turns 50, NASA is about to send four astronauts on trip around the moon, and more news to start your day.

Microsoft, Nvidia, and other Magnificent Seven stocks are cheaper relative to the S&P 500, but investors remain uncertain about the durability of the AI trade.

CoreWeave stock rises after the company closes a $8.5 billion delayed-draw term loan facility.

Apple needs to prove to Wall Street that it can continue to be a dominant tech force—and a solid tech investment—for the next 50 years.

The latest loan facility will reduce the interest costs associated with the neocloud’s massive AI buildout, the company says.

The $2 billion investment is part of a collaboration that will allow customers to use components from both companies.

Constellation Energy held a much-anticipated investor event Tuesday but left the market disappointed.

Investors looking to play the trend can focus on retailers and suppliers set to benefit from the wave of demand. 

Nebius stock has been the leader among the ‘neocloud’ stocks in recent months. A new data-center investment could help that continue.

Worries about how long the Iran conflict will linger may hurt profits. That’s bad for Wall Street.

Palo Alto CEO Nikesh Arora purchased $10 million of stock after shares fell on concerns tied to Anthropic’s new artificial-intelligence model.

Trivariate Research’s Adam Parker writes that investors should “avoid cheap and slow growing stocks.”

A rally in cybersecurity stocks lost steam on Monday. The sector is down15% this year.