Newly unsealed court documents show Steven Sinofsky, former head of Windows, shared confidential Microsoft strategy emails and sought personal advice from Jeffrey Epstein amid the failing launch of Surface RT in 2012.
An AI-driven analysis suggests Cloudflare (NET) shares may face headwinds over the next two months, projecting an average price near $168. The forecast contrasts with bullish long-term analyst views, highlighting the tension between immediate technical signals and the company's strategic positioning in edge security and AI infrastructure.
Shares of Napco Security Technologies surged more than 10% after the company posted quarterly results that handily exceeded analyst forecasts, driven by robust revenue growth and significant margin expansion.
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.
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.
CNBC's Jim Cramer concedes he misjudged the explosive demand for Apple's iPhone 17, which powered the tech giant to a staggering earnings beat that caught Wall Street off guard.
CNBC's Jim Cramer suggests investors watch for a pullback in Microsoft shares, praising its leadership but expressing concern that the tech giant's AI investments may not be optimally targeted to meet soaring demand.
Amid subscription fatigue and market fragmentation, the proposed union of Netflix and Warner Bros. Discovery is framed not as a threat to competition, but as a necessary consolidation to compete with tech giants and refocus value on consumers.
Despite its status as the world's most valuable company, Nvidia's stock presents a surprising value proposition. With its GPUs powering the AI revolution, analysts see significant runway for growth well into 2026 and beyond.
At CES 2026, Qualcomm and ECARX unveiled the Snapdragon Elite-powered Zenith computing platform, marking a significant escalation in the chipmaker's push to capture the high-value automotive AI market and diversify beyond its smartphone roots.
While quantum computing startups capture headlines, IBM's decades-long investment and recent Nighthawk processor breakthrough are drawing serious capital from institutional investors, signaling enduring dominance in the enterprise quantum race.
While Intel's struggles capture public attention and government subsidies, a less-heralded semiconductor titan, Broadcom, is forging a formidable path in AI through its deep partnership with Alphabet and a business model built for the long haul.
Nvidia CEO Jensen Huang has publicly committed to a landmark investment in OpenAI, calling it potentially the company's largest ever, while forcefully refuting reports of hesitation. The move deepens the strategic ties between the AI chip giant and the leading AI research lab.
Arlo Technologies has registered over 4.2 million shares for an employee stock plan, a move that brings potential dilution and the company's capital strategy into focus as its stock shows signs of cooling momentum after a strong run.
Kalmar Oyj embarks on a strategic, long-term IT transformation with Tata Consultancy Services, building an AI-powered digital core to streamline operations, enhance equipment reliability, and solidify its service-led business model in the competitive port equipment sector.
Navitas Semiconductor is strategically shifting its focus from volatile consumer electronics to the high-growth, high-margin arenas of AI data centers and electric vehicles, underscored by a pivotal partnership with industry giant Nvidia.
Despite solid revenue growth, Microvast Holdings (NASDAQ: MVST) has seen its share price collapse over the past five years, erasing billions in market value and testing the patience of long-term investors.
In a landmark agreement announced by former President Trump and Prime Minister Modi, the U.S. will slash tariffs on Indian goods, while New Delhi commits to halt Russian oil imports and significantly increase purchases of American energy and goods.
Chinese regulators have greenlit the first wave of Nvidia's advanced H200 AI chip orders for major firms including Alibaba and ByteDance, marking a potential turning point for the chipmaker's access to a critical market and fueling optimism for its stock trajectory.
Amid intense competition and financial pressure, NVIDIA's CEO reaffirms a "huge investment" in OpenAI, countering reports of dissatisfaction with the AI pioneer's business model as the industry's funding frenzy continues.
