Tech Trader

As AI expenditures mount, Meta, OpenAI and other AI firms have little choice but to expand their monetization efforts. Get ready for ads in your chatbots.

Nvidia’s cash pile is growing. It’s using the money to backstop the future of AI.

Nvidia’s $5 billion deal solves four problems for Intel, but it doesn’t address the company’s biggest issue: manufacturing technology.

For Oracle’s recent rally to make sense, the company will have to approach Nvidia’s unprecedented run of success.

Alphabet stock soared to a record high after light penalties in U.S. v Google. Still, investors are overlooking continued antitrust risks.

Nvidia’s latest outlook beat Wall Street’s forecast, even without the benefit of any sales to China.

In addition to issues with trade, politics, and AI, Intel has a problem of its own making: a decadelong struggle to create new technology.

When digital cameras started to take off, camera and electronic companies were much better suited for this market. Camera phones sealed the deal.

The long-awaited tech tariffs finally arrived this past week. In a clear sign of the times, the market still rallied.

Alphabet, Amazon.com, Apple, Meta Platforms, and Microsoft all beat Wall Street’s second-quarter estimates, and the ad business is still strong.

Meta Platforms is reshaping the AI landscape by raising the cost for top researchers. Only a few companies will be able to keep up.

The streaming company has survived an onslaught of well-heeled competition from Disney, Amazon, Apple, and more.

Amazon, Google, Microsoft and Meta hope custom chips can slow their pace of AI spending. Enter chip designers Broadcom and Marvell Technology. 

After Hewlett Packard Enterprise closed its deal for Juniper, more legacy tech companies could be seeking partners. Barron’s has a couple of ideas.

AI and tariffs have dominated tech earnings in recent years, but a far less buzzy topic could move the needle this quarter: foreign exchange. 

The partnership that made so much sense from 2019 to 2023 has now made each company too dependent on the other. Why a divorce looks inevitable.

Nintendo’s new Switch 2 is poised to be one of the most successful hardware releases of all time—just like its predecessor videogame console.

Nvidia earnings don’t do its quarter justice. The chip maker handled the loss of a massive business line and still generated impressive growth.

Google just announced impressive new AI technology, but it was buried inside confusing product launches and conflicting business goals. It’s a case study in the innovator’s dilemma.

Countries around the world want to secure their AI future. It’s a $50 billion opportunity for Nvidia, AMD, and other firms.

Shares plunged on fears of search disruption. That doesn’t mean the company isn’t prepared for change.

In the biggest surprise of tech earnings, Meta Platforms boosted its already hefty 2025 capex forecast to a range of $64 billion to $72 billion.

Many of tech’s biggest companies—from Alphabet and Meta Platforms to Amazon and Apple—will report their quarterly results in the coming days.

Apple and Amazon have the most to lose as the trade war heats up. Alphabet and Meta may be the most insulated from trouble.

As tech companies pull back on diversity efforts, their history shows a legacy of muted success.