Bank of America pushes back against the recent tech stock rout, arguing investor fears of both weak AI returns and massive AI disruption are contradictory. The firm sees the selloff as a buying opportunity, forecasting AI infrastructure spending to hit $1.2 trillion by 2030.
CNBC's Jim Cramer describes NVIDIA's current trading pattern as a temporary 'breather,' suggesting the chipmaker's stock is poised for a potential rebound despite recent consolidation.
CNBC's Jim Cramer praised Sphere Entertainment (SPHR) during his 'Lightning Round,' highlighting its immersive technology and live events business. The bullish sentiment comes as the company navigates a competitive entertainment landscape and broader market volatility.
CNBC's Jim Cramer offered a nuanced assessment of Marvell Technology, praising its execution but labeling it a 'derivative' company in the competitive semiconductor landscape, sparking debate among investors.
Beyond impressive quarterly numbers, Palantir Technologies' latest earnings call highlighted two critical patterns in customer behavior that point to deeper, long-term adoption of its AI platforms.
A seasoned radio programmer argues that a new mandated fee for playing music would backfire, driving more stations to abandon music for spoken-word content, while questioning the motives of artists who already receive songwriter royalties.
The digital payments giant reported a 28% jump in quarterly profit, with Total Payment Volume hitting $475.1 billion. However, the company forecasts a decline in earnings per share for the coming year and announced the immediate departure of its CEO.
Beyond the spotlight on Nvidia and ChatGPT, the AI infrastructure rush is creating a historic surge for memory and storage chipmakers, with stock gains eclipsing 1,000% as supply struggles to meet explosive data center demand.
Microsoft's latest earnings reveal a company firing on all cylinders, with cloud revenue eclipsing $50 billion and AI products like Copilot seeing explosive growth, underscoring its resilience and long-term investment appeal despite a recent stock dip.
As the Nasdaq stumbles, a significant shift in capital flows suggests a long-awaited market rotation is underway, with defensive and value sectors gaining favor.
As Nebius Group's stock dips below key levels, a growing chorus of analysts argues that recent sell-offs are disconnected from the firm's robust fundamentals and explosive recurring revenue guidance. We examine the bull case.
Amidst widespread fears that generative AI could disrupt its core creative software business, Adobe's recent strategic moves tell a different story. Analysis of its latest innovations suggests the company is not a passive target but an active architect, using AI to expand its market and lock in users.
Driven by unprecedented demand for high-bandwidth memory in AI systems, Micron Technology is posting record results and locking in long-term contracts, leading some investors to argue the stock remains undervalued despite its recent rally.
As Qualcomm navigates a critical transition beyond its smartphone core, its strategic focus on low-power AI inference for data centers, highlighted by a major Saudi deal, is drawing investor attention as a potential new growth engine.
Fireblocks, a leading institutional crypto custodian, has integrated the Stacks Layer-2 network, granting its vast client base direct access to native Bitcoin DeFi applications. This move is poised to channel significant institutional capital into the burgeoning ecosystem built atop Bitcoin.
As Kraft Heinz prepares to spin off its global sauces division and braces for a potential massive share sale by Warren Buffett's Berkshire Hathaway, investors are weighing a complex mix of strategic shifts and shareholder sentiment ahead of key earnings.
HCA Healthcare closed 2025 with robust quarterly earnings and issued 2026 guidance, coupling its nineteenth straight quarter of patient volume growth with a massive new share repurchase program. The hospital giant is betting on AI-driven operational gains and strategic outpatient acquisitions to navigate ongoing industry pressures.
Nvidia deepens its strategic partnership with AI cloud provider CoreWeave through a massive $2 billion investment, aiming to accelerate global data center build-out. The move comes as CoreWeave faces mounting investor lawsuits questioning its operational disclosures and financial projections, casting a shadow over its rapid ascent.
Shayne Coplan's brash leadership style and regulatory clashes nearly derailed Polymarket. Now, the prediction platform he leads is a dominant force, fueled by controversy and a vision to reshape how the world bets on truth.
Eli Lilly shares surged Wednesday after the pharmaceutical giant projected robust revenue growth through 2026, fueled by its weight-loss drug portfolio. The upbeat outlook contrasted sharply with rival Novo Nordisk, whose stock tumbled following a weaker-than-expected sales forecast.
