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Anthropic and OpenAI are eyeing blockbuster IPOs following a massive resurgence in the US IPO market. Backers project massive multitrillion-dollar AI addressable markets, bolstering valuations for ma…
US stock futures held steady in premarket trading as investors await critical PCE inflation data and Nvidia's quarterly earnings report. Markets remain in a holding pattern ahead of key macroeconomic…
US stock futures hold steady as markets brace for critical PCE inflation figures and Nvidia's high-stakes quarterly earnings report, which will test the strength of the artificial intelligence trade.
KLA Corporation beat Q4 estimates with $3.66 billion in revenue and issued strong Q1 guidance, driven by surging AI infrastructure demand and advanced packaging growth.
Software stocks in the S&P 500 surged over 20% in a month as fears of AI disruption ease and strong earnings roll in. Low valuations and surging M&A activity are fueling an industry rebound, reversin…
Nvidia is positioned for continued momentum ahead of earnings, driven by strong AI infrastructure demand, Blackwell adoption, and Vera CPU expansion. With technical indicators signaling bullish stren…
Dell faces high expectations ahead of its Q2 earnings after surging 247% year-to-date. Despite a massive $51.3 billion AI server backlog fueled by surging infrastructure demand, gross margin compress…
Gorilla Technology tumbled 11% despite doubling first-half revenue and raising guidance, pressured by widening EBITDA losses and execution risks across multi-country data center projects. Broader tec…
Citizens reiterated a Market Outperform rating and $315 price target for Amazon, driven by surging AI compute demand from OpenAI and Anthropic. Strong cloud infrastructure utilization and constructiv…
Zoom Communications gained 2.64%, outperforming broader indices. Ahead of its upcoming earnings release, analysts project quarterly revenue to rise 4.22% to $1.27 billion, while EPS is expected to di…
Meta faces a seven-week youth-safety trial brought by state AGs seeking massive damages and structural algorithm restrictions. Potential court-mandated limits on minor engagement and recommendation s…
Bank of America raised price targets across cybersecurity stocks, citing a worsening AI-driven threat environment that supports higher valuations. Analyst concerns over AI model builders competing di…
AMD shares rose slightly after detailing a $4.75 billion debt offering across four tranches. The non-dilutive capital raise will fund expansion into artificial intelligence and data-center processors…
US equity futures rise slightly as easing oil prices and benign inflation data lower Treasury yields. Meanwhile, WTI crude drops over 2% following demand forecast cuts from OPEC and the IEA. Tech gia…
Alphabet's initial $900 million investment in SpaceX has surged roughly 90-fold to an estimated $81.8 billion. This massive asset bolsters Alphabet's balance sheet, offering lucrative indirect exposu…
Elon Musk highlighted severe AI memory supply constraints, boosting Micron shares and reinforcing bullish sentiment across AI hardware supply chain, including GPU and chip makers reliant on HBM/DRAM.
Micron's AI-driven HBM demand surges, margins hit 83%, BofA sets $1,550 target. Reflects broader AI memory shortage benefiting chip ecosystem including NVIDIA, AMD, and Broadcom.
Google is testing a cleaner Gemini overlay design that groups quick-access features into a secondary menu, potentially reducing usability and feature discoverability, indicating cautious user recepti…
Meta Platforms is expected to report strong Q4 earnings with 21% revenue growth, driven by advertising and AI innovation, prompting analyst upgrades and long-term bullish outlook.
Alphabet's CEO Sundar Pichai sold 32,500 shares worth over $9.2 million, signaling possible cautious sentiment about the stock's near-term outlook despite maintaining substantial holdings.