AI
Palantir Stock Is in the Red This Year. Why Analysts Say It’s Still an AI Winner.
The artificial-intelligence heavyweight has developed a competitive moat, say analysts.
3 minute read
Dell Stock Is a Big Winner in the Super Micro Scandal. Why That May Be Overblown.
Super Micro said it maintains a “robust compliance program.”
2 minute read
Why Nvidia Is Stuck in a Trading Range—and What Could Finally Break It
Nvidia stock looks set to end the week lower than it started despite multiple announcements at its GTC conference but investors should be patient.
2 minute read
Tesla Needs 200 Million Chips for Optimus. How the ‘Terafab’ Solves Its Supply Gap.
Investors are waiting to hear what Tesla CEO Elon Musk has planned for semiconductor supply.
3 minute read
Iran Is Changing the Landscape for Stock Markets. What They Face After War.
Super Micro co-founder accused of violating export-control laws, FedEx raises outlook, Trump’s Powell criticism endangers his nominee, and more news to start your day.
Long Read
Micron, Accenture, Seagate, APA, Newmont, Alibaba, Swarmer, and More Stock Market Movers
Micron stock drops even as the memory-chip maker posts strong fiscal second-quarter earnings.
2 minute read
Not Even Elon Musk Can Get Nvidia Stock Moving
Nvidia stock isn't moving off the back of its GTC conference but Wall Street analysts are still applauding and there’s another high-profile cheerleader—Elon Musk.
2 minute read
Alibaba Just Released Earnings. Why the Stock Is Slumping.
Alibaba stock is being outshone by MiniMax and Zhipu in China and earnings didn't help.
3 minute read
Accenture Stock Rallies After Earnings Beat. Is the AI Panic Finally Subsiding?
Accenture shares have plunged in 2026, most recently driven lower by fears of AI disruption.
3 minute read
Micron Earnings Were Exceptional. Why the Stock Is Falling Anyway.
Far from slowing down, Micron is accelerating in the current quarter.
4 minute read
Apple’s China iPhone Sales Are Up. Thank Memory Cost Increases.
iPhone sales in the first nine weeks of the year outperformed competitors in China.
2 minute read
The Metaverse Was a $100 Billion Flop. It Should Make Us Think Twice About AI Predictions.
Reality Labs, the Meta division that hosts the project, has racked up around $75 billion in operating losses since 2020.
4 minute read
Block Lays Off Thousands, Meta Could Be Next. Who Else Will Slash Jobs?
Klarna, PayPal, and Rocket Companies are all on BofA Securities’ watchlist for potential layoffs.
3 minute read
Nvidia Is Giving Apple Vibes. Good News for the Stock.
It took years for Wall Street to fully appreciate Apple’s ecosystem. A similar reckoning could renew the rally in Nvidia stock.
4 minute read
Oil and the Fed May Be Too Much for the Stock Market to Bear
Echoes of the 2022 bear market are starting to ring on Wall Street.
4 minute read
Oracle’s ‘Di-SaaS-ter’ Leaves the Stock Too Cheap. Buy It.
Oracle will not only survive AI, but could use it to grow top- and bottom-line figures.
Long Read
The AI Payoff Is the ‘Biggest Question’ for U.S. Investors, Says Goldman’s Snider
Ben Snider, Goldman Sachs’ new U.S. equity strategist, is bullish on stocks and corporate earnings. Why he likes solar energy, cybersecurity, and AI infrastructure plays.
Long Read
Micron, Swarmer, Lumentum, Trade Desk, Macy’s, Williams-Sonoma, and More Stock Market Movers
Micron shares rise after the memory-chip maker tops a $500 billion market cap for the first time ahead of the release of its quarterly earnings.
3 minute read
Why a Tesla Semiconductor Fab Would Be a ‘Herculean Task’
Tesla CEO Elon Musk teased a semiconductor fabrication project over the weekend, which has Wall Street wondering what he is planning.
2 minute read
Sure, Nvidia Stock Is Stuck. But Don’t Ignore Its Huge Cash Returns.
Nvidia chips are still dominant in the artificial-intelligence sector but the prospect of the $4.42 trillion company being able to double in size again seems distant
2 minute read
Lumentum Stock Jumps. This Is More Important Than Nvidia’s Mixed Messages.
Lumentum stock and Coherent were moving following Nvidia CEO Jensen Huang’s comments that his company will continue to use copper cables.
3 minute read
Nvidia Won AI’s First Battle. The Next Round Won’t Be So Easy.
As the AI boom took off, Nvidia’s GPU chips were the obvious choice. Our new inference phase changes the equation.
3 minute read
Amazon CEO Sees Cloud Reaping $600 Billion, Report Says. There's One Big Problem.
Amazon CEO Andy Jassy has big hopes for artificial intelligence to drive cloud-computing revenue but the stock will likely need more catalysts.
2 minute read
Nvidia, Eli Lilly, Oklo, Swarmer, Delta, Semtech, Uber, and More Stock Market Movers
Nvidia stock pares back gains following a solid jump on the first day of the chip maker’s annual developer conference.
2 minute read
Nvidia Just Blew a Big Hole in the Case to Buy Tesla Stock
Commoditized self-driving technology might be a boon for drivers and not for Tesla.
2 minute read
