Technology

The Iran war won’t go on forever. And when it ends, the stock market could resume its winning ways.

The annual shopping event usually happens in July, but a strategy change might make sense this summer.

Stock-based compensation is an issue investors should brush up on, with cash flow being diverted into the AI arms race.

Meta Platforms has reportedly delayed the release of its next artificial-intelligence model.

ByteDance is set to get access to around 36,000 of Nvidia’s B200 chips, The Wall Street Journal reported,

Adobe reported better-than-expected fiscal first-quarter earnings on Thursday night. Its longtime CEO is stepping down.

The company will lower the cut it takes from app developers for China App Store transactions to 25% from 30%.

Trump’s ‘Plan B’ tariffs to roll out, CFTC offers guidance for sports prediction markets, Honda unveils EV losses, and more news to start your day.

UBS calls the contrast between its rapturous Nvidia earnings estimates and the stock’s discount valuation “seemingly unsustainable.”

Stocks in the semiconductor value chain were weak on Thursday.

Investors shouldn’t overlook Macrohard, Tesla’s latest business with a bad name and big potential.

For investors, the rhetoric has gone from the conflict being “over very soon” to “high oil prices for a year” in the span of a few days.

Morgan Stanley and shares of alternative asset managers slide amid renewed private-credit fears.

Nvidia stock has been held back by concerns about custom chips. Meta Platforms and Broadcom are working on multiple generations of in-house hardware.

An advisory letter is the regulator’s first comprehensive guidance to prediction markets on sports-related trades.

International Business Machines releases a blueprint for the integration of quantum computers into traditional data centers.

The Mag Seven ETF is lagging behind small-caps and equal-weight tech. It would be a mistake, though, to count out tech’s heavyweights.

UiPath stock has tumbled as optimism around its automation software has been overtaken by concern about artificial intelligence.

Total sales dropped 35% from a year ago to $4.1 billion.

The company is expected to post strong growth in its cloud unit for the quarter, which provides web-hosting services and competes with Amazon, Alphabet, and Microsoft.

The energy shock has hit markets in Europe and Asia, but their growth drivers are intact. Where to find bargains.

Oil prices continue to rise, February inflation report won’t help Fed’s next decision, Kevin Warsh’s Fed nomination is stuck, and more news to start your day.

Nebius stock was soaring as the cloud-computing is in line for an investment from Nvidia.

Oracle shares jump after the software company’s earnings beat expectations.

Tesla and Alphabet believe better utilization of power generating assets can lower electricity costs for everyday Americans.