Barron's Tech

The bigger picture for social media companies may be the ways in which they are allowed to design and market their apps.

Investors have a fickle relationship with Micron after repeatedly getting burned by the cyclical memory business. Maybe not this time.

As the AI boom took off, Nvidia’s GPU chips were the obvious choice. Our new inference phase changes the equation.

Oracle executives repeatedly said the company is insulated from the AI threat. It might be time for investors to listen.

AI agents like Claude Cowork have terrified software investors, but Salesforce’s early response looks encouraging.

Software stocks are in bear market territory with some of the industry’s biggest names about to report earnings. What to expect next.

The Warner Bros. Discovery takeover battle between Netflix and Paramount Skydance is beginning to look more like ABC’s The Bachelor than a media merger.

Big Tech companies have long been cash-generating behemoths. The latest capex splurge could push some of them into a cash-burn mode.

As investors fret about the impact of AI on stocks, Barron’s tech columnist reminds readers that panic never pays.

Robust earnings commentary suggests chip makers are seeing rising demand and are willing to invest to add capacity going into next year.

Tech CEOs used Davos forums to extol the future of AI, both in the enterprise and for helping better the world.

This year’s growth in IT spending could reach its fastest pace since the pandemic. Why Microsoft is the big winner.

Traders are jumping over themselves to buy the riskiest, highest-beta AI momentum plays: commodity memory stocks.

The last 12 months taught investors why it makes sense to filter out day-to-day worries and focus on long-term trends.

When it comes to picking tech stocks, the best products can be more important than valuations.

CoreWeave, Nebius, and IREN are battling for dominance in the growing business of AI chip rental. Their stocks have suffered of late.

Just in time for Black Friday, the Barron’s Tech team shares its favorite tech products of 2025.

A PC refresh cycle is finally here. AMD and Intel have already benefited. Dell could be next.

Nvidia’s stock has gained $1 trillion in value in just three months. The gain arguably underestimates the company’s improving fundamentals.

The new application offers a promising vision of where the internet is heading, though it make take more time to get there.

For all the excitement about chatbots, AI agents could be a bigger game changer, says Microsoft’s cloud chief.

Dell’s AI server business could generate $20 billion in revenue this year, from nearly zero two years ago. Why the company says we’re still in the “early innings” of the AI revolution.

Sora is now the No. 3 most downloaded app on Apple’s App Store. It’s launching a new wave of user-generated AI videos.

A slowdown in the race to invest in and build AI infrastructure isn’t in sight yet, which bodes well for the AI trade.

CoreWeave and Nebius are at the center of the so-called neocloud. Their rapid growth requires more and more cash.