AI
Software Stocks Fall, Hardware Falls Harder. What to Know in the Stock Market’s AI Era.
Wall Street analysts and corporate executives increasingly say investors need to get more specific about their software stock picks.
2 minute read
Why TurboQuant Hammered Memory Stocks—and Why ‘Jevons’ Paradox’ Means the Market Might Be Wrong
Micron Technology and Sandisk stocks have been dented and TurboQuant could be one of the reasons.
3 minute read
For Micron Stock, It’s Different This Time
Investors have a fickle relationship with Micron after repeatedly getting burned by the cyclical memory business. Maybe not this time.
4 minute read
Super Micro Faces a Securities Fraud Lawsuit. The Stock Market Is Taking It Seriously.
The complaint alleges Super Micro Computer failed to disclose sales of servers to Chinese companies in violation of export-control laws.
2 minute read
Uber Is Bringing Robo-Taxis to Europe. Why the Stock Is Down.
Investors should brace themselves for an explosion in the number of robo-taxis on roads around the globe.
2 minute read
Waymo Is Scaling Faster Than Expected. Why It’s Bullish for Alphabet Stock.
Waymo’s rapid expansion in robo-taxis is strengthening the case for Alphabet stock, according to Morgan Stanley.
2 minute read
Cathie Wood’s Ark Dumped More Meta Stock—and Loaded Up on Another AI Stock Instead
Meta was in focus for a number of reasons and Cathie Wood's ARK took the opportunity to sell the stock.
2 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
Microsoft Stock Tracking Worst 6-Month Stretch Since 2009
UBS analysts cut their price target on the stock, citing some concerns about the growth of its 365 Copilot product, though Microsoft cited “very good” usage in the second quarter.
3 minute read
Quantum Computing Is on Its Way to Transforming Science. Inside IBM’s Latest Breakthrough.
IBM teams up with researchers to show a quantum processor’s capabilities in materials modeling.
2 minute read
Iran Has Distracted From the Mag 7 Woes. Why the Slump Is a Good Thing for Stock Markets.
Meta, YouTube ordered to pay damages, Microsoft stock off to worst three-month start to a year, Iran war puts spotlight on Taiwan risks, and more news to start your day.
Long Read
Arm, Intel, AMD, Firefly Aerospace, Robinhood, JD.com, Sarepta, and More Stock Market Movers
Arm Holdings stock jumps after the semiconductor company says it will make its own data-center CPU.
3 minute read
Constellation Energy Stock Is Down Amid Iran War. Why This Analyst Sees 30% Upside.
Morgan Stanley analysts resumed coverage with an Overweight rating and a $385 price target on the stock.
2 minute read
SpaceX Could File IPO Prospectus This Week. Why Tesla Stock Is Popping.
A successful SpaceX IPO can help Tesla stock. Here’s how.
2 minute read
Google Stock Slides Toward Bear Market Territory. Time to Buy?
Alphabet stock is sliding toward bear market territory as investors weigh heavy AI spending, rising costs, and slowing earnings growth.
4 minute read
Sora Was a Flash Hit. Why It’s AI’s First Big Casualty.
Sensor Tower research shows that since November, month-over-month download growth for Sora has been negative.
4 minute read
SK Hynix Stock Will List in the 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
The AI Paradox: Heavy AI Usage Makes Workers Feel Less Productive
The ADP survey supports other data that show generative AI spend is rising, but direct productivity gains from the technology aren’t materializing yet.
3 minute read
This Data Center Stock Is Surging on a Hyperscaler Deal. It’s a Signal of AI Demand.
Cipher Digital stock surged after the company signed a new hyperscaler lease, underscoring strong demand for AI data-center capacity.
2 minute read
Meta Takes a Swipe at Tesla With $9 Trillion Stock Goal
The company is incentivizing its top talent amid the AI race
3 minute read
Nvidia Stock Is Rising. Why Arm’s New AI Chip Is Not a Threat.
Nvidia stock shook off the entry of Arm Holdings into the artificial-intelligence processor market.
2 minute read
Alibaba Stock Jumps. China’s Food Delivery War Just Took an Unexpected Twist.
Alibaba, JD.com, and Meituan have been locked in a brutal price war, particularly in food delivery.
1 minute read
Meta, SpaceX, SK Hynix Give Stock Market Hope Beyond the Fog of War. Here’s Why.
Oil prices projected to keep rising, shutdown deal nears, Arm Holdings to make its own AI chips, and more news to start your day.
Long Read
Palantir Stock Almost Broke Out. Now It’s Getting Whacked.
Palantir shares are below a key level of resistance as investors weigh the company’s momentum as a defense technologies provider.
2 minute read
Tesla’s European Sales Finally Increase. The Stock Rises.
Tesla stock is looking to recapture some lost momentum after snapping a brutal three-day losing streak on Monday.
2 minute read
