Technology

Based on how shares have traded over the past few years, Iger’s second stint as CEO was a disappointment.

Alibaba stock has stuttered but the company is betting that a new business unit overseeing all its AI businesses can help revive optimism.

Nvidia’s Huang predicts $1 trillion in hardware sales, government bonds will keep selling off, Nebius strikes a second big AI deal, and more news to start your day.

Prediction markets on Kalshi and Polymarket correctly predicted most Academy Award winners, as trading volume tied to the Oscars surged.

Nvidia stock rises as the chip maker kicks off its annual GTC Technology Conference.

Tesla plunges into the world of semiconductors—this week—to help make its AI dreams come true.

J.P. Morgan projects cost savings in the range of $5 billion to $6 billion annually if Meta were to cut 20% of its workforce.

BNP Paribas analyst Stefan Slowinski upgraded shares of ServiceNow to Outperform from Neutral.

Micron stock has surged on the memory-chip shortage. It is investing heavily in Taiwan to boost its manufacturing capacity.

Nebius stock was soaring as it announced a major expansion of its cloud-computing deal with Meta Platforms.

The fiber-optics company is riding a wave of demand for solutions at data centers.

Seaport Research Partners downgrades Qualcomm stock to Sell from Neutral with a price target of $100.

Software CEOs need to prove they can lead in an evolving tech environment while Wall Street worries about AI replacing software functions.

“One Battle After Another” and “Sinners” landed 10 Oscars between them, and Amy Madigan won best supporting actress.

Nvidia’s big AI event is this week, Fed’s Powell likely to stay on board if investigation continues, Berkshire’s stock buybacks could reach $50 billion, and more news to start your day.

The Taiwanese electronics manufacturer is best known for making iPhones, but it also produces servers that house Nvidia chips.

Meta hasn’t released a truly consequential AI model since Llama 3 in 2024.

Shares have been hammered by AI fears, but there’s a different story to be told: Microsoft has spent years preparing for this moment.

Analysts also report on CarMax, Steel Dynamics, Synchrony Financial, and Rivian Automotive.

Adobe shares fell following the resignation of CEO Shantanu Narayen, who served in the role for nearly two decades.

Tesla sales from its Shanghai plant jumped in February.

While some stocks are giving back their gains from a late February bounce, others look healthier and ready for acceptable growth.

Micron Technology has surged 302% over the past 12 months. Those gains might continue, say analysts.

Bumble plans to launch to launch a personal dating assistant and matchmaker powered by artificial intelligence.

It isn’t just oil that’s at risk in an extended war. Key chip-making ingredients like helium and bromine come from the Middle East—as does an increasing amount of AI funding.