Barron's Tech

Recent headlines from Oracle, CoreWeave, and Microsoft all send the same signal: AI demand continues to accelerate.

AI has changed the world and, apparently, the future of antitrust enforcement. Why that’s bad news for innovation.

Nintendo and Sony stocks have soared this year. The next opportunity comes from Electronic Arts and the upcoming ‘Battlefield 6.’

For some investors, AMD holds the hope of becoming the next Nvidia. Why that’s wishful thinking.

The tech giant’s research arm did an in-depth analysis on which job types will be most affected by artificial intelligence.

AI companies are innovating relentlessly, but the lack of available electricity could undermine the entire effort.

The price to compete in the arms race for artificial intelligence has just gone up. Way up.

Despite the breathtaking rally, Nvidia’s stock may have more room to run. The case for buying the stock even at a record high.

Coatue founder Philippe Laffont says an AI supercycle is still in its early days. Why investors should expect constant disruption.

The latest reasoning models have taken chatbots to a new level. Even AI execs are surprised.

Jensen Huang and Sam Altman see a world full of robots in the near future.

Google’s AI challenge is bringing everything together in a simple pitch for users, as it did with Google Search nearly 30 years ago.

As Warren Buffett steps down from Berkshire Hathaway, investors need a new investing sage. Chris Hohn at TCI Fund Management is one to watch.

The Trump administration is said to be weighing new, more rigid policies around U.S. AI exports. China’s Huawei would be the big winner.

The Japan-based videogame publisher may be more insulated from tariff risk than other companies. Nintendo fans are likely to pay up even in a difficult economic outlook.

Less than a week after its IPO, CoreWeave is already a polarizing stock. The co-founder explains what investors may be missing.