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.
Bitcoin's sharp decline over the weekend, breaching the key $80,000 level, highlights its heightened sensitivity to macro risks and challenges its 'digital gold' narrative as investors scramble for safe havens.
MicroStrategy's massive Bitcoin holdings have fallen below their average purchase price, resulting in over $900 million in paper losses. This development intensifies scrutiny on the company's reliance on equity markets to fund its crypto acquisitions as financial conditions tighten.
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.
Palantir Technologies smashed Wall Street expectations for Q4 2025, reporting a 70% surge in revenue and issuing guidance that signals even stronger growth ahead. The data analytics giant's performance underscores its deepening traction in both government and commercial sectors.
SoFi Technologies dazzles with its first $1 billion revenue quarter and a push into crypto payments, but a stark valuation gap has emerged, raising questions about whether its stock price has already outpaced its growth narrative.
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 limited release of Google's world-building AI tool, Project Genie, has sent ripples through Wall Street and developer circles, reigniting debates about automation's role in creative industries.
Market momentum, technical indicators, and sustained capital inflows are aligning to potentially propel RAIN, KITE, and STABLE to new all-time highs in early February, though analysts caution over key resistance levels.
Amazon has filed a WARN notice indicating it will permanently eliminate 2,198 positions across multiple locations in Washington state by late April 2026, adding to a wave of corporate restructuring that has already seen thousands of layoffs in the region.
T-Mobile has filed a WARN notice with Washington state officials, signaling permanent layoffs for 393 employees across multiple locations starting April 2026, amid a broader wave of tech sector workforce reductions.
While Broadcom rides a massive wave of AI demand, investor concerns over shrinking profitability have triggered a significant pullback in its shares, presenting a classic growth-versus-margin dilemma.
The data analytics firm smashed Wall Street forecasts for the fourth quarter, reporting a 70% revenue surge to $1.4 billion, driven by explosive growth in its U.S. operations. Its bullish outlook for 2025 further signals resilience amid sector-wide anxieties.
As Palantir Technologies prepares to report Q4 results, soaring demand for its AI platform collides with sky-high valuations, leaving investors to weigh robust growth against bubble fears.
As artificial intelligence reshapes finance, we examine whether XRP's underlying technology is built to capitalize on the trend of 'agentic AI' handling transactions, or if its potential benefits remain speculative.
While the S&P 500 remains a core holding for many, actively managed and thematic ETFs offer a path to potentially superior returns. We analyze three Fidelity funds with distinct strategies—from U.S. tech dominance to international dividend income—that have historically beaten the market.
Asset managers unleashed a historic wave of nearly 1,000 new active ETFs last year, even as a record number shuttered. Despite the high-stakes environment, firms are doubling down, betting on sustained investor demand and advisor adoption to justify the rush.
In a strategic reshuffle following the exit of its product chief, Netflix has merged its product and technology divisions under veteran executive Elizabeth Stone, signaling a tighter integration of engineering and user experience.
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.
