Chips

Microsoft stock has shed more than $1 trillion in value but it is doubling down on AI investment plans. Benchmark Research thinks that's the right approach.

Intel plans to fund the transaction through cash on hand and the proceeds of a new debt issuance.

2026 hasn’t been tech’s year so far.

Both Lumentum and Coherent, another optical networking company, were added to the S&P 500 index last month as part of its quarterly rebalancing.

Micron, Sandisk, Western Digital, and Seagate lead the rally back to momentum stocks.

Nvidia stock has suffered two consecutive quarterly losses for the first time in years. The chip maker’s record suggests there’s hope for a comeback.

It's been a roller coaster start to the year for the market, but some stocks had their best quarter on record.

CoreWeave stock rises after the company closes a $8.5 billion delayed-draw term loan facility.

The $2 billion investment is part of a collaboration that will allow customers to use components from both companies.

Nebius stock has been the leader among the ‘neocloud’ stocks in recent months. A new data-center investment could help that continue.

Worries about how long the Iran conflict will linger may hurt profits. That’s bad for Wall Street.

Palo Alto CEO Nikesh Arora purchased $10 million of stock after shares fell on concerns tied to Anthropic’s new artificial-intelligence model.

Trivariate Research’s Adam Parker writes that investors should “avoid cheap and slow growing stocks.”

The OpenClaw chatbot is more than just a social media phenom. It’s a good omen for Marvell Technology, one Wall Streter said.

Nvidia is set to benefit from spending by customers such as artificial-intelligence company Mistral AI and space-based data center company Starcloud.

Seagate Technology stock has surged over the past year, but J.P. Morgan says rising AI-driven data-center demand and expanding margins could push shares even higher.

Google parent Alphabet is down this week, continuing its decline from Thursday, but Wells Fargo analysts raised their price target.

Nvidia stock now trades at at a discount to the S&P 500 index on its forward price-to-earnings ratio.

Sony is raising the price of the PlayStation 5 for the second time in less than eight months.

Micron Technology and Sandisk stocks have been dented and TurboQuant could be one of the reasons.

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

A new report finds that purchases of single stocks by individuals are down sharply since the war started.

Needham analysts believe Meta’s endorsement of the upcoming CPU from Arm Holdings gives it “much-needed credibility.”

The complaint alleges Super Micro Computer failed to disclose sales of servers to Chinese companies in violation of export-control laws.

Nvidia is funding an ecosystem of U.S. artificial-intelligence models to counter Chinese AI companies like DeepSeek.