As Jerome Powell prepares to hand over the reins, his public counsel to a successor underscores the delicate balance between central bank independence and democratic accountability. With Kevin Warsh named as his replacement, the Fed may be poised for a significant shift in philosophy and approach.
Taiwan Semiconductor Manufacturing Company (TSMC) announces a historic $165 billion investment to expand its advanced chipmaking facilities in Arizona, marking a significant deepening of U.S.-Taiwan economic and strategic ties.
Investment firm Needham & Company has reiterated its Buy rating and $21 price target for TeraWulf (WULF), citing the company's strategic shift from Bitcoin mining to high-performance computing and AI infrastructure as a core growth catalyst.
Fueled by explosive growth in AI infrastructure spending, Nvidia's commanding market position sets the stage for significant potential gains. Analysts project a revenue path that could see its stock reach new heights by the end of the decade.
Oracle shares face continued pressure over debt and AI infrastructure costs, but Guggenheim's bullish $400 price target suggests potential for a multi-year rebound if execution risks are managed.
As demand surges post-pandemic, Royal Caribbean Group is committing billions to new ships and destinations. CFO Naftali Holtz details the balancing act between ambitious growth, shareholder returns, and leveraging AI to enhance the passenger experience.
Facing stiff competition, Verizon is deploying AI at scale and restructuring its operations—funded partly by recent layoffs—to simplify customer interactions and rebuild loyalty in a saturated market.
Nebius Group secures a pivotal government contract to operate Israel's national AI supercomputer, boosting its credibility and positioning it at the heart of the country's tech ecosystem, as analysts eye its growth potential.
A sharp sell-off grips both digital and traditional safe havens, with Bitcoin nearing a critical $80,000 level and gold suffering its worst drop in months, fueled by Fed uncertainty and tech sector anxieties.
Microsoft shares tumbled 12% as investors questioned the return on its massive AI investments, despite strong cloud growth. The volatility has created a surge in bullish options activity, presenting strategic opportunities for long-term believers.
After the COVID-19 windfall subsided, Pfizer CEO Albert Bourla is steering the pharmaceutical giant into a high-stakes, $23 billion pivot to cancer research. Facing a looming patent cliff and plummeting vaccine revenue, Bourla is betting on scientific innovation to secure the company's future—and redefine cancer treatment.
Despite posting strong Q1 results and reaffirming its double-digit growth outlook for fiscal 2026, Intuit's stock has been caught in a broader software sector sell-off. Investors are grappling with whether AI poses a disruptive threat or a tangible growth catalyst for the financial software giant.
Baidu's flagship AI assistant, Ernie, has surpassed 200 million monthly active users, a milestone reported by the Wall Street Journal. The growth underscores Baidu's deepening integration of AI across its ecosystem amid fierce competition with domestic tech rivals.
While investors chase AI's headline names, optical networking leader Ciena has quietly outperformed the sector. With surging demand for high-speed data transmission and an attractive valuation, it presents a compelling case for the coming year.
AMD stock fell sharply Friday following a report of potential delays to its next-generation MI450 AI chip, sparking a debate over whether the sell-off is an overreaction or a sign of deeper valuation concerns.
As the tech world's giants build their AI ambitions, chip designer Arm Holdings stands at the center. With its Q3 earnings report on the horizon, investors are weighing whether its foundational role justifies a premium valuation.
In remarks that now appear pointed, Fed Chair Jerome Powell robustly defended the central bank's personnel and economic frameworks just days before former Governor Kevin Warsh, a vocal critic, was nominated to potentially succeed him.
Credit Acceptance (CACC) posted strong fourth-quarter results, surpassing revenue and profit forecasts. The auto finance firm credits its performance to new digital tools for dealers and strategic investments in AI, aiming to deepen partnerships in a competitive market.
Nasdaq Inc. reported stronger-than-expected fourth-quarter results, fueled by surging revenue from its technology solutions division and strategic AI initiatives, even as the company navigates a tighter margin environment.
Royal Caribbean Group (RCL) reported strong fourth-quarter results, meeting revenue expectations with a 13.3% year-over-year increase to $4.26 billion. The cruise giant's performance, driven by record passenger volumes and strategic investments, signals robust health in the leisure travel sector.
