Adam Levine

Qualcomm aims to diversify beyond smartphones, targeting non-smartphone chips to be one-third of sales by 2029.

The chip company has never before had this kind of market power, and it hasn’t taken long to throw around its newfound muscle.

Earnings jumped 1,200% in the latest quarter, as AI continues to remake the memory business.

The AI chip maker posted a smaller-than-expected loss of $3.5 million, versus a $44 million loss one year ago.

Qualcomm has agreed to buy artificial-intelligence infrastructure software company Modular to expand its data-center portfolio.

Under co-founder and CEO George Kurtz, CrowdStrike moved past the crisis and strengthened its credibility as a cybersecurity provider.

The stock is down this year, but sales and earnings are up by double digits under the longtime CEO.

Under Su, Advanced Micro Devices’ data-center sales are set to surpass rival Intel’s this year.

Augmented reality was supposed to be the next big thing. It may still be, but not soon.

Another major country is seeking to ban social media for young users. Investors need to pay attention.

Even a successful transformation into an AI-first world might not provide the kinds of margins that Oracle’s software business once delivered.

Oracle’s cloud unit remains a standout, but the news isn’t as good for its software business.

Investors are misreading Apple’s latest AI announcement. The updates to Apple Intelligence and Siri are good enough for customers—and the stock.

Broadcom reports earnings Wednesday after AI-related revenue more than doubled in the prior quarter, with investors focused on guidance and demand from hyperscale customers.

Alphabet plans to raise $85 billion through equity sales to fund its 2026 and 2027 capital expenditures.

The cybersecurity firm’s backlog grew to 18.4 billion, up 36%.