Microsoft (MSFT) is restructuring its security business to better align with surging demand for AI-driven threat detection and response solutions, the company confirmed in a statement Monday.
Shares of Cohu surged almost 6% on Thursday after Baird analyst Quinn Fredrickson began coverage with an 'outperform' rating and a $65 price target, citing the company's strong position in the AI-driven semiconductor testing market.
In an exclusive interview with NewsNation, Ford CEO Jim Farley addressed the company’s decision to rehire hundreds of engineers following artificial intelligence missteps, underscoring that while AI is transforming operations, it cannot replicate the knowledge of experienced workers.
Wedbush analyst Dan Ives argues SpaceX could evolve into a major AI-driven hyperscaler, even as the stock trades at a premium. He also shares bullish views on semiconductors and select software names.
With Prime Day kicking off June 23, Bank of America is urging investors to look beyond the deals. The bank argues the event is increasingly a gauge of how effectively Amazon can use AI tools like Alexa for Shopping to lock in customer loyalty — a factor that could determine the stock’s next leg higher.
Speaking at a Paris tech conference, the Amazon founder pushed back against widespread concerns that artificial intelligence is eliminating jobs — even as his own company has cut tens of thousands of roles amid an aggressive AI push.
Jim Cramer remains bullish on Intel, arguing that AI-driven demand for chips and the company’s foundry expansion leave room for further gains despite a massive year-to-date surge.
Semiconductor stocks rallied sharply in Wednesday’s afternoon session as the Nasdaq rebounded 1.8%, fueled by President Trump’s surprise Iran peace announcement that eased the rate pressure that had dragged the sector to its worst week since 2020.
Power demand in the U.S. is expected to grow roughly 2.5% annually through 2030 and double by 2050, driven by AI data centers, industrial reshoring, and electrification. The resulting supply crunch is reshaping electricity markets, sparking political tensions, and opening multi-decade investment opportunities across the entire power value chain.
Apple on Monday lifted the curtain on its long-awaited AI assistant overhaul, unveiling “Siri AI” with on-device context, screen awareness and a dedicated Siri app backed partly by Google’s Gemini models. The stock initially rose 2.5% before reversing sharply, closing down 1.89% at $301.54.
Camtek's shares surged nearly 15% on Tuesday after the semiconductor equipment maker disclosed orders totaling over $105 million from an OSAT client and a high-bandwidth memory player, underscoring its growing role in AI-adjacent chip production.
Shares of Qualcomm have surged more than 70% over the past three months, easily beating the broader technology sector. However, Wall Street analysts are still hesitant to jump on board.
Atlassian (NASDAQ:TEAM) jumped 15.4% in afternoon trading Wednesday, riding a two-day wave of AI optimism triggered by Snowflake's record rally and reinforced by Dell's blowout earnings, as investors reassess the software sector's role in the enterprise AI buildout.
A wave of AI-driven momentum, ignited by Snowflake's record single-day gain and amplified by Dell's blockbuster earnings, lifted a basket of software and infrastructure stocks. Varonis Systems, Nutanix, and Bandwidth were among the biggest movers as investors reassessed the long-term demand for AI-enabled platforms.
MongoDB delivered a quarter that beat on revenue, raised guidance and improved margins—yet left investors questioning when its AI payoff will arrive. Morgan Stanley’s updated price target reflects a belief that the wait is almost over.
Snowflake reported better-than-expected first-quarter earnings and unveiled a $6 billion infrastructure commitment to Amazon’s AWS, sending shares sharply higher in after-hours trading.
China is striving to advance its AI sector while confronting growing anxieties about the technology’s social and economic disruptions.
In a stark assessment delivered at Bletchley Park, the director of Britain's GCHQ said the country and its partners are confronting a 'new era of radical uncertainty' as hybrid threats from Russia mount and the pace of technological change, particularly in AI, threatens to outstrip their ability to adapt.
Alibaba Cloud and Picsart have unveiled the first Happy Horse Awards, a worldwide competition inviting international creators to produce AI-generated short films using Alibaba’s Happy Horse model. The initiative targets non-China creative communities and underscores Alibaba’s push to embed its AI tools beyond enterprise clients. Meanwhile, Alibaba Group (NYSE:BABA) shares are trading at $129.47, down 16.9% year to date, prompting renewed investor focus on the company’s AI and cloud monetization path.
By Disha Raychaudhuri and Valerie Volcovici. July 14 (Reuters) - Elon Musk's AI company xAI set up 59 natural gas turbines for its Colossus 2 data center in Tennessee without required federal air permits, according to regulatory communications. The turbines, most located in Mississippi, could emit far more pollution than permit thresholds allow, affecting predominantly Black neighborhoods already burdened by high rates of lung disease. The case underscores how surging AI power demand is outpacing environmental oversight and sparking legal battles over environmental justice.
