Microsoft secures a major cloud agreement with AI search firm Perplexity, even as its stock faces pressure following a post-earnings selloff. The deal underscores Azure's growing appeal to AI startups, but questions linger over the tech giant's capacity constraints and investment priorities.
Former Fed governor Kevin Warsh, nominated to lead the central bank, previously advised the firm issuing Tether's new U.S.-regulated stablecoin, intertwining his potential oversight role with a key player in the digital asset industry.
Giverny Capital hails Arista Networks as its top performer since inception, crediting its pivotal role in AI data center and cloud networking. As demand for AI capacity soars, Arista's strategic position with hyperscale clients fuels both impressive gains and a heated debate on whether its stock price has run too far, too fast.
As Qualcomm prepares to report Q1 2026 earnings, a wave of analyst downgrades and lowered price targets reflects growing concerns over smartphone market softness and competitive pressures, overshadowing progress in automotive and robotics.
Freshly released court documents include FBI testimony from a confidential source claiming the late financier Jeffrey Epstein managed hidden assets for Russian President Vladimir Putin and other powerful figures, shedding new light on his shadowy financial network.
Amid surging government revenue and public protests over its ICE contracts, Palantir CEO Alex Karp defends the company's controversial surveillance technology, framing it as a safeguard against state overreach rather than an enabler.
OpenAI is actively seeking alternatives to some of Nvidia's latest AI chips, focusing on specialized hardware for faster inference, according to sources. This strategic pivot introduces new tensions and competitive dynamics between the two AI titans, even as investment talks continue.
The Texas-born travel center giant Buc-ee's is renowned for massive stores and spotless restrooms. But its most disruptive industry practice might be its pay scale, which far exceeds typical convenience store wages and fuels intense competition for jobs.
While a seven-figure nest egg is a common retirement goal, financial experts caution that its sufficiency hinges on withdrawal strategies, lifestyle expectations, and supplemental income.
Amid a volatile market for mining stocks, Ramelius Resources stands out with a consistently high Return on Capital Employed (ROCE) of 30%, significantly outpacing its industry peers and fueling its multi-bagger potential.
A severe, AI-driven shortage of memory chips is creating a windfall for storage manufacturers, with analysts predicting a multi-year upcycle as data center demand overwhelms supply.
As AMD prepares to release its fourth-quarter results, the chipmaker finds itself at a critical juncture, balancing Wall Street's anxiety over AI infrastructure costs against its aggressive push to challenge Nvidia's dominance with new data center and PC products.
Newly released court documents expose how former British ambassador to the U.S., Lord Peter Mandelson, shared sensitive government information with Jeffrey Epstein, including advance notice of a major Eurozone bailout. The revelations have forced his resignation from the Labour Party and intensified scrutiny of Prime Minister Keir Starmer's judgment.
A sharp post-holiday inventory drawdown is reshaping freight dynamics, with falling ocean container rates foreshadowing tighter truck capacity, higher rejection rates, and rising costs for shippers in the months ahead.
A high-earning Orlando software engineer faces a stark choice: pursue a lifelong dream in federal law enforcement at a major pay cut and a significant real estate loss, or stay put in a lucrative tech career. His story highlights the personal costs behind shifting housing markets and career pivots.
While many AI stocks soared in 2025, Salesforce shares faced significant headwinds. Despite a challenging year, the cloud software giant's robust fundamentals and reasonable valuation suggest it may be poised for a recovery.
A discounted cash flow valuation of GrainCorp Limited suggests its current share price may not fully reflect its future cash generation potential, indicating a possible opportunity for investors.
The narrative around Chinese electric vehicles is undergoing a fundamental shift. Once known primarily for affordability, leading Chinese automakers are now challenging incumbents with rapidly improving quality, technology, and reliability, forcing a global industry recalibration.
CNBC's Jim Cramer reaffirms his bullish stance on NVIDIA, calling the chipmaker the dominant force in the rapidly evolving artificial intelligence landscape, while analysts debate the sustainability of its market position.
Dropbox shares have faced significant pressure over the past year, declining roughly 20% and raising questions about its long-term growth trajectory. As the stock trades below key fair value estimates, investors are divided on whether this represents a buying opportunity or reflects deeper challenges in the competitive cloud storage market.
