CNBC's Jim Cramer has reaffirmed his bullish stance on Alphabet Inc., labeling the tech giant as the premier holding in his portfolio ahead of its earnings report. The endorsement comes as analysts scrutinize the company's performance in search, cloud, and AI.
CNBC's Jim Cramer expresses apprehension ahead of Advanced Micro Devices' quarterly report, suggesting even strong results may not satisfy a market exhibiting a new, unforgiving pattern toward chip stocks.
CNBC's Jim Cramer has placed Palantir Technologies on his radar ahead of its quarterly report, expressing confidence in the data analytics firm's performance and highlighting the combative leadership style of CEO Alex Karp.
Shares of Dutch semiconductor capital equipment leader ASM International have soared over 210% in the past five years, driven by robust earnings growth and strategic positioning in key chipmaking technologies. While recent monthly gains of 28% turn heads, long-term investors have enjoyed a total shareholder return exceeding 220%, underscoring the company's alignment with enduring industry demands.
A new JPMorgan survey reveals a stark divergence: while 89% of the world's wealthiest family offices hold no crypto, 65% are prioritizing AI investments. Yet, beneath the headline trend, a parallel wave of structured crypto allocation is building among institutional players.
A prominent economist forecasts that Kevin Warsh, if appointed as Fed Chair, could implement a rapid series of interest rate cuts totaling 100 basis points this year, a move that would defy current market expectations and likely weaken the U.S. dollar.
In a detailed webinar, NVIDIA's networking chief outlined how co-packaged optics technology is critical for scaling next-generation AI supercomputers, promising significant power savings and improved reliability for massive GPU clusters.
Following IBM's fourth-quarter results, Bernstein and Stifel have raised their price targets on the tech giant, highlighting robust free cash flow performance and resilience in its valuation despite sector headwinds.
Palantir Technologies (PLTR) secures bullish coverage from two major firms, with price targets exceeding $200, as its AI platform gains traction in a rapidly expanding market.
Cybersecurity giant Palo Alto Networks has acquired cloud-native observability platform Chronosphere, aiming to provide customers with deeper visibility and control over sprawling AI and IT systems. The move reinforces its platform strategy as analysts highlight the firm's dominant market position.
Bank of America and Stifel reaffirm bullish stances on MongoDB, citing strong performance of its Atlas platform and strategic expansion into AI capabilities as key drivers for future growth.
Despite a challenging environment for software stocks, analysts from DA Davidson and Bank of America reaffirm their confidence in Snowflake's long-term growth story, citing its unique positioning in the AI-driven data landscape.
Despite facing intensified competition that prompted a Wall Street price target cut, Maplebear Inc. (CART) is pushing forward with a key technological partnership to deploy its AI-powered Caper Carts in hundreds of grocery stores, betting on innovation to drive future growth.
BlackRock's Global Infrastructure Partners and Sweden's EQT are nearing a deal to acquire AES Corp., a major renewable energy supplier to tech firms, in a move highlighting the intense investor appetite for power assets amid the AI boom.
As borrowing costs surge and U.S. bank lending tightens, Oracle is reportedly considering cutting tens of thousands of jobs to free up cash for its capital-intensive AI data center build-out, with potential ripple effects across the cloud industry.
A surprise expansion in U.S. factory activity throws a curveball into the Fed easing narrative, while corporate deals and delayed government data keep traders on their toes. From SpaceX's AI acquisition to a U.S.-India trade pact, here's what's moving global markets.
Analysts at DA Davidson reaffirm Datadog (DDOG) as a top software pick, citing its strong positioning in the AI infrastructure space and sustained growth momentum, despite expectations of conservative near-term guidance.
Elon Musk consolidates his AI and aerospace ambitions, merging xAI with SpaceX to create a new entity valued at $1.25 trillion. The move signals a massive gamble on the future of orbital data centers and the viability of space-based computing for AI development.
The German industrial giant plans to expand manufacturing across five states and open a new Mississippi facility, targeting gas turbine and grid tech production while creating 1,500 jobs, as electricity demand from data centers reshapes the American energy landscape.
While investor attention fixates on semiconductor giants, a massive, less-heralded opportunity is emerging in the physical infrastructure required to power the AI revolution. Global asset manager Brookfield Infrastructure is positioning itself as a pivotal player in this space, leveraging its vast portfolio to build data centers, secure power, and support chip manufacturing.
