Revenue for AI-optimized servers was $8.95 billion in the quarter, a 342% increase from the prior year.
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The price of major cryptocurrencies fell as tech stocks suffered a leg-down following Nvidia earnings report.
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Quantum-computing company IonQ beats fourth-quarter revenue estimates and guides well above Wall Street’s expectations for 2026, even as losses widen.
Long Read
D-Wave Quantum trims back its losses in its latest quarter and points to strength in customer orders.
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Nvidia tumbles after the chip maker’s fourth-quarter earnings fail to assuage investors’ concerns over artificial-intelligence disruption.
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Netflix’s bidding war with Paramount could come down to what investors think Warner’s cable assets are worth.
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Schneider Electric reported record quarterly sales and strong 2026 guidance, boosted by surging demand from AI data centers.
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Nvidia and Tesla shares were surprisingly calm after Nvidia’s closely watched fourth-quarter earnings report.
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The chip maker was getting a ton of praise, but shares failed to catch fire.
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“Pretty much across the company we performed well,” Intuit CEO Sasan Goodarzi told Barron’s.
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Rare earth company MP Materials has selected the location for its next rare-earth magnet making facility.
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The market is shaky, software stocks have gone off a cliff, and semiconductor stocks are giving back some of their gain. It’s time to tweak your portfolio.
4 minute read
Salesforce’s fourth-quarter results and strong AI momentum are giving investors renewed confidence that beaten-down software stocks may be finding a floor.
3 minute read
Technical indicators point to a turnaround in favor of shares in the sector.
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After 40 years in the investment business, Jim Paulsen now pens a popular Substack newsletter. He sees a new bull market forming in long-neglected stocks, like small-caps.
Long Read
Nvidia isn’t boosting stock markets Thursday despite the artificial-intelligence chip maker’s impressive earnings beat.
3 minute read
Management reported a slide in total revenue and a bigger loss than expected.
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Weak advertising spending dragged down the Chinese search-engine provider’s profit and revenue.
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The chip maker enjoyed a boost from its partnership with Meta Platforms, and now it's helping lift Nutanix.
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Salesforce reported better-than-expected fourth-quarter financials.
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Trade Desk stock falls after reporting discouraging sales growth forecasts.
2 minute read
Salesforce’s outlook underwhelms, Paramount’s Ellison sees Warner Bros. as growth ‘accelerant,’ tax experts skeptical Trump’s tariffs can replace income taxes, and more news to start your day.
Long Read
Quarterly revenue of $1.28 billion outpaced analysts’ expectations.
1 minute read
After another AI panic early this week, investors are back to buying risk, momentum, and tech. Plus, Nvidia’s big night.
4 minute read
The issuer of the USDC stablecoin posts better-than-expected earnings and revenue for the fourth quarter.
3 minute read