LATEST ARTICLES
The Magnificent 7 Are Facing Magnificent Worries
Amid a historic surge in chip stocks and a continued malaise for software, investors have all but forgotten about the once stalwart Mag Seven group of stocks.
3 minute read
ON Semiconductor Joins ‘Edge AI’ Market With $7 Billion Acquisition
Onsemi agrees to acquire internet-of-things company Synaptics in an all-stock deal.
2 minute read
OpenAI Spices Up the Tech Race with Custom ‘Jalapeño’ AI Chip
OpenAI introduced its Jalapeño AI inference chip, developed with Broadcom silicon and Celestica rack technology, as the ChatGPT maker pushes deeper into custom hardware.
2 minute read
Backblaze Stock Surges 44% on CoreWeave Deal. It's a Rare AI Winner Today.
CoreWeave will pay Backblaze $335 million over five years for storage capacity to support AI workloads.
2 minute read
Alphabet Stock Extends Losses as Wall Street Asks if It Remains an AI Winner
Alphabet stock falls as the tech selloff accelerates and Wall Street questions whether Google brain drain hurts its AI ambitions.
3 minute read
Software Used to Beat the Market. Not Anymore.
The IGV exchange-traded fund has delivered the same returns as the S&P 500 over the last 10 years, reversing years of outperformance.
2 minute read
Amazon’s Andy Jassy Has Made AWS Into an AI Cash Cow
Jassy leaned into Amazon Web Services, the company’s cloud-computing business. That proved clutch.
1 minute read
Micron’s Sanjay Mehrotra Saw the Memory Bust. Now He’s Leading the Memory Boom.
Under Mehrotra, Micron has focused laser-like on enterprise-grade memory for data centers.
1 minute read
Amazon.com Is in Talks to Sell AI Chips. Can It Rival Nvidia?
Amazon Web Services, the company’s cloud-computing arm, has opened discussions with potential customers looking to use its custom Trainium chips.
2 minute read
Google’s AI Superstar Is Joining OpenAI. Alphabet Stock Is Doing Just Fine.
Google Gemini co-lead Noam Shazeer announces his departure to ChatGPT maker OpenAI.
2 minute read
Grand Theft Auto 6 Preorders Start Soon. Take-Two Interactive Stock Revs Up.
Rockstar Games announces Grand Theft Auto VI preorders will begin next Thursday.
2 minute read
Allbirds Is Now Smartbird. Why the Stock Climbed 39%.
Allbirds is now Smartbird, after the one-time shoe company completed its sale of the Allbirds brand and appointed a new CEO.
2 minute read
Scared of Big Tech's AI Spending? Just Wait Until 2027.
J.P. Morgan projects AI-related investments by hyperscalers will nearly double in 2027 to $1.1 trillion.
2 minute read
Western Digital, Seagate Stocks Keep Soaring. Why They're Morgan Stanley's Top Picks.
Morgan Stanley reiterates Overweight ratings on the hard-disk drive makers in a pair of research notes Monday.
3 minute read
U.K. Proposes Teen Social Media Ban. Why Meta Stock Isn't at Risk.
The U.K. joins a growing list of countries proposing bans on children’s access to social-media platforms like Instagram and YouTube.
4 minute read
Facebook, Instagram, WhatsApp Users Report Outage. Meta Is 'Working On It.'
A surge in problem reports for Facebook, Instagram, and WhatsApp began just before markets opened on Friday.
1 minute read
Most Palantir Shareholders Vote for Human Rights Probe. Why It Won't Happen.
A proposal calling for Palantir Technologies to commission a human rights report receives 56% support from non-insiders.
2 minute read
This AI Stock Is Australia’s Answer to CoreWeave. It Just Notched a Deal With Nvidia.
SharonAI Holdings stock jumps after announcing a six-year agreement with Nvidia to expand data-center capacity in Australia.
2 minute read
The NBA Finals Are Delivering Fireworks for Fans—and These Stocks
Cullen/Frost Bankers, Madison Square Garden Sports, and Madison Square Garden Entertainment are the three stocks to know for Game 5.
3 minute read
Coherent and Lumentum Stocks Have Tumbled. Why It’s Time to Buy the Dip, J.P. Morgan Says.
J.P. Morgan reiterates Overweight ratings on Coherent and Lumentum stocks in a research note Thursday.
2 minute read
of 53 pages