Readers weigh in on the chip rally, a stock market bubble, Nike’s dire prospects, and AI’s threat to Charles Schwab.
AI
Quantinuum’s debut may signal investor skepticism, but IBM CEO Arvind Krishna is defending the reality of quantum computing,
Meta stock falls with company executives reportedly considering a stock sale to raise tens of billions of dollars for AI spending.
Musk’s rocket company just secured another marquee customer in need of AI computing power.
Investors hoping the Thursday chip selloff was a one-day thing may have been disappointed Friday.
Investors are slamming the brakes on the AI rally, dragging down shares in Broadcom, Micron, and Nvidia.
SpaceX details are coming out ahead of its expected IPO. Trading in the space stock should start June 12.
J. P. PMorgan analyst Rajat Gupta raised his broker’s rating on Tesla stock to Hold from Sell.
Nvidia stock gains on the back of the unveiling of its RTX Spark processor for the consumer PC market faded.
Data centers use water primarily for cooling their servers, which process enormous amounts of information.
Senior administration officials have held talks with large AI companies about taking equity stakes in the businesses, according to a report.
The job market’s strength is inspiring stock market weakness. Both could reverse.
An AI-powered Siri is among the product improvements that Apple is likely to announce at its annual keynote on Monday. The stakes are high for the stock.
ServiceTitan reports better-than-expected earnings and revenue for its fiscal first quarter and lifts its guidance.
Investors can find a more favorable regulatory environment and cheaper investment options in clean-energy companies outside the U.S.
Investment pros offer various ways of betting on rising energy prices, from major oil and natural-gas companies to uranium producers.
Healthcare stocks jumped more than 3% as AI stocks cooled off. Plus, the SpaceX FOMO.
The AI rally lost steam following chip maker Broadcom’s mediocre revenue guidance.
The Google parent appears to be the rare stock that appeals to both Cathie Wood and Warren Buffett.
Broadcom’s results were weighing on Tesla shares. If one AI company stubs its toe, other AI companies will say “ow.”
Accenture shares have dropped on concerns of AI displacement. That should prove shortsighted.
The brokerage giant is letting customers with as little as $2,000 in a trading account submit offers to buy SpaceX at the IPO price.
Intel and Foxconn are teaming up to speed up the AI buildout.
Enphase Energy and SolarEdge shares have jumped this year as they shift into transformers.
Broadcom reported earnings Wednesday after AI-related revenue more than doubled in the prior quarter, with investors focused on guidance and demand from hyperscale customers.