Technology

Serve Robotics ended the fourth quarter with 547 “daily active robots.”

Evercore says internet stocks including Amazon.com, Meta Platforms, and Uber Technologies have fallen too far as investors worry about AI disruption and geopolitical risks.

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

Nvidia’s planned $2 billion investment in the company is just icing on the technical cake.

Nvidia stock was reacting to the potential end of the Iran conflict and its GTC developer conference could provide a further boost.

Morgan Stanley upgraded CrowdStrike stock to Overweight from Equal-weight in a research note Tuesday.

Oracle is soaring but so are oil prices. The latter means more to the stock market now.

Meta Platforms is acquiring a platform for artificial intelligence agents to interact with each other.

Oracle’s AI momentum builds, Ackman entices new fund investors, Saudi Aramco plans to bypass Strait of Hormuz, and more news to start your day.

Oracle’s cloud segment, which now represents over half of the company’s sales, grew 44% from a year ago, to $8.9 billion.

Buyers of Pershing Square USA will get shares in Bill Ackman’s management company.

Wall Street has shown a tendency to punish big spenders lately.

Shares in electric-vehicle makers Rivian Automotive and NIO rise following an upgrade and strong earnings, respectively.

Rivian Automotive shares jumped after TD Cowen upgraded the EV maker, citing the upcoming R2 platform launch as a major catalyst for future sales growth.

Tesla stock is getting a lift from strong earnings and outlook from battery giant CATL.

Qualcomm faces mounting pressure as Apple moves away from its modems and BofA warns that losses at major smartphone customers could outweigh growth in new businesses.

Apple reported December quarter product gross margins of 40.7% in January. Analysts surveyed by FactSet expect product gross margins for the December 2026 quarter to be 40.6%.

Technical indicators for Alphabet and Micron stocks have turned bullish.

Analysts at Citi and Susquehanna boost their price targets for Micron stock.

Taiwan Semiconductor Manufacturing reported strong February revenue growth, but investors remain focused on seasonal weakness and potential energy disruptions.

Elevated Chinese exports lift shares for Alibaba, Temu, and Baidu.

Monday, the Department of Transportation announced pilot programs designed to speed adoption of next-generation electric aircraft.

Xanadu and AMD partnered in a real-world demonstration of hybrid computing, people familiar with the collaboration tell Barron’s.

The server and networking company raised its earnings outlook for the fiscal year.

Vertiv, Lumentum, EchoStar, and Coherent are set to join the S&P 500 on March 23, as part of a quarterly rebalancing.