Wall Street sees strong demand for Innio’s gas-powered data center business, but many analysts say the AI power IPO already reflects much of that optimism.
AI
Palantir advances Monday after snapping a seven-day losing streak on Friday. A new partnership with Nvidia might be the catalyst the stock needs.
Alphabet stock rises on Monday as it joins the Dow Jones Industrial Average.
Bernstein analyst Zhihan Ma said her top picks for the second quarter are those that cater to bargain hunters.
The bank’s top equity strategist thinks artificial-intelligence spending will be the big story again for this coming second-quarter earnings season.
Nvidia is rising Monday as a new data-center deal helps stabilize the stock.
Warsh’s words are already fighting inflation, Qualcomm diversifies from smartphones, Conagra has a new CEO, and more news to start your day.
Wall Street is finally shifting from tech. But that doesn’t mean risks are disappearing.
Qualcomm aims to diversify beyond smartphones, targeting non-smartphone chips to be one-third of sales by 2029.
‘We don’t believe this kind of government access process should become the long-term default,’ OpenAI said on Friday.
Tech stocks had another subpar day, as worries about AI spending—and its inflationary impact on consumers—mount.
Shares closed at $153.23 on Friday, just slightly above the stock’s debut price at $150 per share.
Moderna leads the S&P 500 while chip companies such as Micron, Nvidia, and ON Semiconductor slide.
ServiceNow, Workday, and AppLovin are software stocks trading near the top of the S&P 500. Is the AI narrative around software changing?
Shares stumble Friday after gaining 22% on Micron earnings. Still, the stock could close lower on the week.
The market’s breadth—the number of advancing stocks versus declining ones—has still been positive, even on days when tech is a mess.
Palantir rises, putting the stock on pace to end a recent losing streak. Shares remain on track to log their worst monthly decline in five years.
Nvidia stock heads for its worst weekly decline since April last year.
The ChatGPT developer is inclined to delay its initial public offering until 2027, according to a report.
The Nasdaq is more than halfway into correction territory. And the bad news is mounting.
The electric vehicle maker’s shares are sliding again, dragged down by negative headlines and worries about the broader market.
Cheap drones are upending America’s defense sector, a pure play humanoid robotics stock, gold’s tough year, and more news to start your day.
Investors rethink their assumptions on the artificial-intelligence investment boom and the gains it has powered in the chip sector.
There is little or no boost from being added to the Dow. Often, the opposite happens.
Micron has never before had this kind of market power, and it hasn’t taken long to throw around its newfound muscle.