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Microsoft secured a 20-year power purchase agreement with Chevron's subsidiary for a 2.67 GW Texas project starting in 2028. The deal provides reliable natural gas-backed electricity to alleviate AI …
Citi reiterated a Buy rating on Oracle with a $330 target, citing an overdone selloff driven by technical factors rather than broken fundamentals. The bank highlighted sustained AI infrastructure dem…
Apple faces mounting risks as OpenAI recruits roughly 400 former employees for its hardware division, sparking a federal trade-secret lawsuit. Despite shares rising 2.5%, Apple's surging R&D costs an…
Nvidia pulled back to $220 despite blowout quarterly earnings, raised guidance, and a $35 billion Anthropic-Lambda GPU partnership. Trading at a historically low forward P/E of 23 alongside massive s…
Meta Platforms settled major state lawsuits for up to $17.1 billion payable over a decade, resolving a significant legal overhang. Despite AI-related margin pressures, robust 28% revenue growth and s…
Infleqtion is adopting Nvidia's commercialization playbook by leveraging near-term quantum sensing revenue to fund long-term fault-tolerant quantum computing development. Infleqtion also aims to repl…
JPMorgan highlights Apple's competitive resilience amid a projected global smartphone slump. Apple's premium focus and supply chain scale shield it from rising component costs and sharp budget-device…
Axios highlights scrutiny over Tim Cook's legacy as Apple relies on external partners like Google for AI rather than in-house models. Compounded by Apple Intelligence delays, canceled car projects, a…
Bernstein analysts project Meta Platforms will surpass Google Search as the largest digital advertising platform by year-end, driven by strong returns on its AI investments.
Broadcom beat fiscal Q2 estimates and provided strong AI revenue guidance for Q3. The company secured a $30B+ Apple deal, is expanding US capacity, and powers OpenAI's new chip, fueling demand for it…
Meta faces significant headwinds including massive AI capex projections, potential multi-billion dollar litigation expenses, and regulatory threats to its core ad model. While it leads in AI patents …
Microsoft reports strong FY revenue of $331.8B with Azure growing 43%. The company is aggressively pivoting to AI with a record $678B commercial RPO backlog and massive planned capex, signaling robus…
Pinterest reported strong Q2 results with record MAUs and revenue growth. However, its Q3 revenue guidance aligned merely with consensus estimates, slightly disappointing some buy-side expectations t…
Nvidia recently beat analyst Q2 estimates and provided strong unofficial FY2028 guidance, with revenue projected to grow over 70% YoY. Despite recent short-term stock price volatility, the company re…
Apple increased Apple Music subscription prices by $1 per month in July, citing higher licensing costs.
MongoDB (MDB) outperformed recent market indices but holds a Zacks Rank of #3 (Hold) ahead of its September 1, 2026 earnings report. While revenue and EPS growth are projected, recent downward revisi…
AAPL rose 1.5% ahead of its September 9 event, where a new iPhone lineup and potential foldable device are expected. Strong recent iPhone sales and positive technical indicators support the stock, de…
Zacks analyzes Apple's (AAPL) Q2 earnings, focusing on its evolving role in the AI boom and computing infrastructure. Despite previous skepticism, Apple is now viewed as an AI participant, influencin…
Meta's aggressive AI spending (82% capex surge) caused a significant EPS miss and FCF collapse, worrying investors despite 27% ad revenue growth. However, the stock trades at a cheap 14x forward P/E,…
The article recommends Amazon and Meta Platforms as strong long-term buys for young investors. Amazon's diversified growth, particularly in highly profitable AWS cloud computing and AI, justifies a p…