Adam Levine

Adam Levine

Senior Writer

LATEST ARTICLES

Micron Is Loved by Analysts More Than Ever. It Hasn’t Helped the Stock—Yet.

Micron Is Loved by Analysts More Than Ever. It Hasn’t Helped the Stock—Yet.

Investors have a fickle relationship with Micron after repeatedly getting burned by the cyclical memory business. Why this time is different.

4 minute read

Meta and Google Lose Bellwether Social Media Trial

Meta and Google Lose Bellwether Social Media Trial

A state court jury in Los Angeles awarded $3 million to a woman who said addictive design in social media apps caused her mental health to spiral downwards as a child.

3 minute read

Arm Stock Surges After Falling on Plan to Sell Own Chips

Arm Stock Surges After Falling on Plan to Sell Own Chips

Arm unveils its first-ever data center CPU, developed in collaboration with Meta. That isn’t the reason shares are rising.

4 minute read

Salesforce Stock Is Getting Hit Again. Why the Software Slump Is Back.

Salesforce Stock Is Getting Hit Again. Why the Software Slump Is Back.

Tuesday’s selloff could be a sign that the market was back to fretting about how artificial intelligence could upend the industry.

3 minute read

Micron Stock Drops After Extraordinary Earnings

Micron Stock Drops After Extraordinary Earnings

Micron Technology’s shares were up in after-hours trading.

4 minute read

Nvidia Is Giving Apple Vibes. Good News for the Stock.

Nvidia Is Giving Apple Vibes. Good News for the Stock.

It took years for Wall Street to fully appreciate Apple’s ecosystem. A similar reckoning could renew the rally in Nvidia stock.

4 minute read

Nvidia Won AI’s First Battle. The Next Round Won’t Be So Easy.

Nvidia Won AI’s First Battle. The Next Round Won’t Be So Easy.

As the AI boom took off, Nvidia’s GPU chips were the obvious choice. Our new inference phase changes the equation.

3 minute read

GTC: 4 Takeaways From Keynote

GTC: 4 Takeaways From Keynote

1 minute read

Nvidia Lays Out Hardware Roadmap

Nvidia Lays Out Hardware Roadmap

1 minute read

Huang: Moore's Law Is Dead

Huang: Moore's Law Is Dead

1 minute read

Huang Begins GTC with ... Software

Huang Begins GTC with ... Software

1 minute read

Microsoft Stock Hasn’t Been This Cheap in a Decade. It’s Time to Buy.

Microsoft Stock Hasn’t Been This Cheap in a Decade. It’s Time to Buy.

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

Long Read

How the Iran War Could Upend AI

How the Iran War Could Upend AI

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.

3 minute read

Oracle’s Cloud Business Is Taking Over

Oracle’s Cloud Business Is Taking Over

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

3 minute read

Salesforce Might Not Be an AI Loser After All

Salesforce Might Not Be an AI Loser After All

AI agents like Claude Cowork have terrified investors, but Salesforce’s early response is encouraging.

4 minute read

CrowdStrike Is Focusing on AI Disruption Risks

CrowdStrike Is Focusing on AI Disruption Risks

CrowdStrike reported better-than-expected fourth-quarter results. Investors have been weighing AI disruption risks and the cybersecurity firm’s push to address emerging threats.

2 minute read

Amazon Leads Record $110 Billion OpenAI Funding Round. AWS Is Why.

Amazon Leads Record $110 Billion OpenAI Funding Round. AWS Is Why.

Amazon Web Services will be the exclusive third-party cloud distribution partner for OpenAI Frontier.

3 minute read

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