George Glover

The chips and networking company has got caught up in a broader AI chip selloff, but Microsoft’s Maia 300 program can change that.

JPMorgan Chase rises as the bank generates $15.3 billion in net income in the third quarter, up 6% from a year earlier.

Chip fears go global as investors worry the AI trade will fail to endure the looming earnings season.

Micron stock falls after Chinese rival CXMT reports progress in developing a competing memory chip design.

Micron stock and its rivals take a hit as CXMT advances development of a new chip that can store more data.

Anthropic may well be the unnamed frontier AI lab that IREN said it had signed a cloud contract with when it reported fourth-quarter earnings.

Microsoft CEO Satya Nadella called for stronger AI safeguards, but cybersecurity stocks showed little reaction Monday.

SpaceX rises after the company places its bets on potentially becoming a major mobile carrier in the U.S.

AT&T, Verizon, and T-Mobile are having a nightmarish end to the week, but it could be a chance to buy their beaten-down shares.

Chipotle trades higher following a report that Starbucks had looked into a possible takeover of the burrito chain.

PepsiCo’s quarterly earnings beat is overshadowed by a cut to guidance.

Fashion giants on both sides of the Atlantic are underestimating the Chinese shopper at their own peril.

Caterpillar and Deere trade lower. The Federal Trade Commission launches a probe into competition and business practices within the agricultural equipment and technology industries.

The chips and networking company is getting a ton of praise from analysts.

Shares are on a nightmarish run—and slashing jobs won’t change that.

Advanced Micro Devices rises after Citi boosts its price target on the chip maker’s stock.

Unlike traditional chatbots, AI agents like Muse operate continuously—so they require a lot more compute, memory, and networking to run.

Big Tech is going nuclear as Alphabet and others scramble for enough power for their AI data centers.

The red-hot chip stock sank after the CEO of SpaceX and Tesla hinted about who might be key players in his Terafab chip venture. Remember, Intel has a fallback called Google.

Right-wing senator Flávio Bolsonaro upset President Luiz Inácio Lula da Silva in the first round of Brazil’s general election.