AI
Nvidia’s Jensen Huang Used to Be the Stock’s Best Salesman. Now He Can Barely Make It Budge.
Nvidia stock didn't move much after CEO Jensen Huang said the company expects to sell at least $1 trillion worth of Blackwell and Rubin chips.
3 minute read
Nebius Stock Falls 12% on Bond Offering. Citi Calls It a ‘High Risk’ Buy.
The neocloud announces plans to raise $3.75 billion through convertible bonds to help fund its data-center buildout.
3 minute read
Amazon Is Set to Gain From AI, Analyst Says. The Stock Looks Cheap.
Needham analyst Laura Martin cites several reasons she thinks Amazon is set up for success in a world dominated by AI.
2 minute read
Alibaba Just Announced a Business Reorganization. Can It Get the Stock Back on Track?
Alibaba stock has stuttered but the company is betting that a new business unit overseeing all its AI businesses can help revive optimism.
2 minute read
Stocks Can’t Recover While Oil Prices Surge. Why the Fed’s Unlikely to Help.
Nvidia’s Huang predicts $1 trillion in hardware sales, government bonds will keep selling off, Nebius strikes a second big AI deal, and more news to start your day.
Long Read
AI Data Centers Are Running Hot. Buy This Stock, Analyst Says.
Jefferies analyst Stephen Volkmann has reinstated his Buy rating on Eaton stock. His price target is $430 per share.
2 minute read
Nvidia, Nebius, Meta, Micron, Strategy, Structure Therapeutics, Dollar Tree, and More Stock Market Movers
Nvidia stock rises as the chip maker kicks off its annual GTC Technology Conference.
3 minute read
Tesla Nears Launch of ‘Terafab’ Chipmaking Factory. What It Means for the Stock.
Tesla plunges into the world of semiconductors—this week—to help make its AI dreams come true.
2 minute read
Treasuries and Other Government Bonds Will Keep Selling Off, BlackRock Says. These Risks Are Lurking.
Bond investors shouldn’t be surprised by steeper losses because of inflation driven by higher prices for oil, AI chips, and military spending.
2 minute read
Meta Could Save Over $6 Billion With 20% Job Cuts. It May Not Make Much of a Dent, Says J.P. Morgan.
J.P. Morgan projects cost savings in the range of $5 billion to $6 billion annually if Meta were to cut 20% of its workforce.
3 minute read
For Now, AI Is Making Financial Advisors More Productive. What Comes Next Could Be More Disruptive.
Thousands of financial advisors at the Future Proof conference in Miami last week got a glimpse of how AI is changing their industry. Here’s what they saw.
Long Read
Circle Internet Group Is Rising. Buy the Stablecoin Stock, Analyst Says.
Clear Street upgrades Circle Internet Group stock to Buy from Hold and lifts its price target to $136 from $92.
3 minute read
ServiceNow Gets an Upgrade. Why It Could Be a Software Winner.
BNP Paribas analyst Stefan Slowinski upgraded shares of ServiceNow to Outperform from Neutral.
2 minute read
Micron Stock Jumps Ahead of Earnings. It's Planning a Huge Increase in Chip Output.
Micron stock has surged on the memory-chip shortage. It is investing heavily in Taiwan to boost its manufacturing capacity.
2 minute read
Nebius Stock Pops on a Huge New AI Deal With Meta
Nebius stock was soaring as it announced a major expansion of its cloud-computing deal with Meta Platforms.
2 minute read
Ciena Stock Is at Its Highest Since the Dot-Com Bubble. Will This Time Be Different?
The fiber-optics company is riding a wave of demand for solutions at data centers.
2 minute read
Adobe’s CEO Departure Turns Up the Heat on Software Executives
Software CEOs need to prove they can lead in an evolving tech environment while Wall Street worries about AI replacing software functions.
3 minute read
The Market’s Seen This Movie Before. It’s Not an Oscar Winner for Investors.
Nvidia’s big AI event is this week, Fed’s Powell likely to stay on board if investigation continues, Berkshire’s stock buybacks could reach $50 billion, and more news to start your day.
Long Read
Foxconn Earnings Miss, Raising AI Fears. What It Means for Apple, Nvidia.
The Taiwanese electronics manufacturer is best known for making iPhones, but it also produces servers that house Nvidia chips.
1 minute read
Meta’s AI Woes Aren’t a Unique Problem Within the Magnificent Seven
Meta hasn’t released a truly consequential AI model since Llama 3 in 2024.
2 minute read
This Copper Stock Is Worth Mining. The Metal’s Boom Is On.
Copper has pulled back on Iran concerns, creating a buying opportunity for Freeport-McMoRan stock.
Long Read
Microsoft Stock Hasn’t Been This Cheap in a Decade. It’s Time to Buy.
Shares have been hammered by AI fears, but there’s a different story to be told: Microsoft has spent years preparing for this moment.
Long Read
Adobe, Meta, Micron, Lennar, Coinbase, Ulta Beauty, CF Industries, and More Stock Market Movers
Adobe shares fell following the resignation of CEO Shantanu Narayen, who served in the role for nearly two decades.
2 minute read
Tesla Stock Marks 4-Week Losing Streak Despite China Sales Data
Tesla sales from its Shanghai plant jumped in February.
1 minute read
The Market Is Picking Software Winners and Losers. Look at Oracle and Microsoft.
While some stocks are giving back their gains from a late February bounce, others look healthier and ready for acceptable growth.
4 minute read
