CNBC's Jim Cramer pushed back against market panic surrounding AppLovin, suggesting Wall Street's anxiety over AI disruption has been exaggerated. The 'Mad Money' host highlighted the mobile tech firm as a notable S&P 500 laggard in January, while questioning the severity of its recent plunge.
With Nvidia's stock soaring over 1,200% since 2023 on the back of an AI spending boom, investors are grappling with a critical question: has the window of opportunity closed, or is this tech titan still a buy? Analysts project sustained growth through the decade as global data center spending is forecast to reach trillions.
As OpenAI projects explosive revenue growth, its massive compute and cloud spending is creating clear winners in the AI infrastructure layer. We examine the high-stakes bets on Microsoft, Oracle, and Broadcom.
Twilio is providing the communications backbone for Genspark's new AI-powered phone agent, enabling multilingual, automated call handling for complex workflows. The partnership signals Twilio's strategic push to embed its technology deeper into enterprise AI and automation.
Analysts at Benchmark reaffirm their bullish stance on AppLovin (APP), arguing that emerging AI tools like Google's Project Genie won't undermine the mobile advertising giant's core business, despite reshaping parts of the game development landscape.
Adobe and Cognizant have significantly expanded their partnership to deliver industry-specific generative AI solutions for enterprise content and customer experience workflows. The move aims to capitalize on soaring demand for scalable, compliant content production, as Adobe seeks to reassure investors after a prolonged period of weak stock performance.
Apple shares surged, sharply outperforming the broader tech market and pushing its market value past $4 trillion. The rally highlights a growing investor view of the iPhone maker as a relative safe haven, insulated from the immediate disruption fears currently hammering software and cloud-focused giants.
Facing sustained sales pressure, Home Depot announces a multifaceted strategy for 2026, blending smart home upgrades, an unlikely burger partnership, and AI-powered tools in a bid to re-energize its customer base.
Okta's latest earnings reveal a company in transition, with improving profitability and early success in positioning its identity platform as critical infrastructure for enterprise AI agents.
Qualcomm is aggressively diversifying beyond its core smartphone business, forging key partnerships in Open RAN with Rakuten Mobile and 1Finity, launching an Asia-Pacific edge AI initiative, and securing a major automotive design win with ECARX. This strategic expansion signals a fundamental shift for the chipmaker as it aims to become a central player in next-generation infrastructure and intelligent systems.
In a bold marketing move ahead of the Super Bowl, AI firm Anthropic reinforces its commitment to an ad-free chatbot experience for Claude, directly contrasting rival OpenAI's new advertising tests and highlighting a deepening philosophical divide in the industry.
As the semiconductor sector rides the AI wave, a strategic divergence emerges between the industry's indispensable foundry, TSMC, and the diversified giant, Broadcom. With valuations and growth trajectories telling different stories, we analyze why portfolio concentration on one may be the prudent move for 2024.
IWG's Mark Dixon warns that CEOs like JPMorgan's Dimon and Amazon's Jassy, by enforcing rigid office returns, are clinging to an outdated industrial model and missing the strategic shift to an AI-driven, output-focused work era.
Thomson Reuters is aggressively deploying its own AI tools across tax and legal workflows, even as new competitive threats from AI startups challenge its core franchises. The company's strategy hinges on leveraging its deep proprietary data and entrenched customer relationships to navigate a period of rapid technological disruption.
Darden Restaurants announces the phased closure of all 28 remaining Bahama Breeze locations, with Florida's 15 outposts slated for shutdown or conversion by 2026, marking the end of an era for the Caribbean-themed chain.
As the AI investment cycle accelerates toward an estimated $10 trillion, industry analysts highlight semiconductor leaders Nvidia and TSMC as critical, value-priced holdings for the coming years.
Palantir Technologies smashed Q4 earnings estimates, but CEO Alex Karp's focus on 'inexplicable' revenue growth over customer growth reveals a pivotal shift in its enterprise AI playbook, sending shares soaring.
A sharp downturn in AI-related tech stocks, triggered by AMD's disappointing outlook, spills over into crypto markets, pulling Bitcoin lower and hammering mining stocks closely tied to data center infrastructure.
Elon Musk has consolidated his space exploration and artificial intelligence ventures, merging SpaceX and xAI in a landmark transaction that creates a single entity valued at approximately $1.25 trillion. The move signals a strategic pivot to intertwine AI development with interplanetary ambition, though it raises immediate questions about regulatory oversight and market concentration.
From AI-powered earbuds to vibrating smoke alarms, a wave of accessible technology is transforming daily life for millions with hearing loss. Experts weigh in on the options and the critical choice between professional guidance and over-the-counter solutions.
