A rally in cybersecurity stocks lost steam on Monday. The sector is down15% this year.
2 minute read
The OpenClaw chatbot is more than just a social media phenom. It’s a good omen for Marvell Technology, one Wall Streter said.
3 minute read
Fermi confirms Monday that it is yet to sign a cornerstone tenant for its Project Matador campus in Amarillo, Texas.
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Nvidia is set to benefit from spending by customers such as artificial-intelligence company Mistral AI and space-based data center company Starcloud.
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Investors are rotating into dividend-paying energy stocks, legacy tech, and metals as volatility tied to the Iran war shakes markets.
4 minute read
We aren’t on the precipice of a massive surge in unemployment from AI replacing workers, Tim Mahedy and Guy Berger write in a guest commentary.
Long Read
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.
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Meta’s stock would need to rise nearly 600% in five years for its latest options to pay out. This week’s news makes that aggressive goal all the more difficult.
Long Read
Layoffs, console price hikes, game price declines, are just some of the news that broke in the videogame space this week.
Long Read
Google parent Alphabet is down this week, continuing its decline from Thursday, but Wells Fargo analysts raised their price target.
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Meta stock declines following Thursday’s big selloff, which occurred on the heels of a landmark social-media trial.
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ARK Invest trims its position in a bunch of tech stocks as the Nasdaq falls into correction territory.
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Leaked documents reportedly reveal Anthropic is preparing a new Claude AI model that presents possible cybersecurity risks.
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Meta Platforms stock is suffering amid concerns about rising spending on artificial-intelligence. It just announced a big AI data center investment.
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A federal judge on Thursday halted the Trump administration’s designation of Anthropic as a supply-chain risk.
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Josh Harris says markets are experiencing the most volatility in five or 10 years, and that the Federal Reserve is in “a hard position.”
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The Elon Musk-run company is chasing a weekly gain Friday.
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The battle over AI is playing out in real-time on Wall Street, leaving tech investors bruised and battered. Our Tech Roundtable on stocks for the new world.
Long Read
Meta and Alphabet shares slip after the Facebook parent and Google’s YouTube are found liable in a social media addiction trial.
3 minute read
Palantir-partner Ondas Holdings has significant upside compared with current trading levels, according to recent analyst notes following fourth-quarter earnings.
3 minute read
Tesla stock rose the first three days of this week. Shares are trying to snap a five-week losing streak.
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MARA Holdings will use the proceeds from the sale to fund the repurchase of around $1 billion in convertible bonds to bolster its balance sheet.
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Wall Street analysts and corporate executives increasingly say investors need to get more specific about their software stock picks.
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Micron Technology and Sandisk stocks have been dented and TurboQuant could be one of the reasons.
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Investors have a fickle relationship with Micron after repeatedly getting burned by the cyclical memory business. Maybe not this time.
4 minute read