Reports of a stalled mega-investment sent Nvidia shares tumbling, but both CEOs have publicly reaffirmed their commitment. Behind the scenes, OpenAI's search for alternative AI chips reveals the complex dynamics shaping the industry's future.
Alphabet Inc. (GOOGL) has transformed from an AI observer to the indispensable infrastructure backbone of the industry. With blockbuster Q3 results and a solved 'Innovator's Dilemma,' the tech giant is leveraging its unique scale to fuel sustained growth.
As the quantum computing sector moves from lab to market, investors are eyeing early leaders D-Wave Quantum and IonQ. Despite high valuations and technical hurdles, their divergent approaches could define the industry's future.
Confluent, Inc. (NASDAQ: CFLT) is demonstrating robust growth and improving profitability, driven by strong demand for its core data streaming platform and effective execution of its go-to-market strategy. Recent quarterly results exceeded expectations, highlighting the company's resilience and competitive edge.
As OpenAI projects explosive revenue growth, its massive compute and cloud spending is creating clear winners in the AI infrastructure layer. We examine the high-stakes bets on Microsoft, Oracle, and Broadcom.
Elon Musk's merger of SpaceX and xAI creates a new titan, but leaves Tesla investors questioning the automaker's place in his shifting priorities amid declining sales and a radical strategic pivot.
Analysts at Benchmark reaffirm their bullish stance on AppLovin (APP), arguing that emerging AI tools like Google's Project Genie won't undermine the mobile advertising giant's core business, despite reshaping parts of the game development landscape.
AppLovin's shares have faced significant pressure recently, declining roughly 25% over the past month and year-to-date. This slump contrasts sharply with its stellar long-term returns and blockbuster Q3 earnings, leaving investors to debate whether the stock is now undervalued or if growth concerns are justified.
Adobe and Cognizant have significantly expanded their partnership to deliver industry-specific generative AI solutions for enterprise content and customer experience workflows. The move aims to capitalize on soaring demand for scalable, compliant content production, as Adobe seeks to reassure investors after a prolonged period of weak stock performance.
Target's shares have surged over 10% in the past month, yet remain down over the past year. This analysis examines whether the retailer's current valuation reflects its turnaround efforts or if investors are overlooking persistent challenges.
Apple shares surged, sharply outperforming the broader tech market and pushing its market value past $4 trillion. The rally highlights a growing investor view of the iPhone maker as a relative safe haven, insulated from the immediate disruption fears currently hammering software and cloud-focused giants.
Both Hyundai and Kia posted their best-ever January U.S. sales in 2026, but Kia's stronger growth and strategic model mix have given it an early lead over its corporate sibling, reversing the previous year's trend.
Elon Musk's move to merge SpaceX and xAI signals a pivotal shift for the tech industry, pointing toward a future where the most ambitious energy, computing, and industrial projects leave Earth's surface.
At the Cisco AI Summit, Nvidia CEO Jensen Huang challenged the corporate obsession with immediate AI ROI, advocating instead for a culture of open-ended experimentation and learning, drawing parallels to nurturing childhood curiosity.
As online ad costs surge, a technical revolution in user consent, pioneered in Europe, is quietly reshaping the global ad landscape. U.S. businesses, already grappling with state privacy laws, must integrate compliance with campaign performance to safeguard future marketing efficacy.
Facing sustained sales pressure, Home Depot announces a multifaceted strategy for 2026, blending smart home upgrades, an unlikely burger partnership, and AI-powered tools in a bid to re-energize its customer base.
The Tampa-based multifamily giant hires two seasoned executives in New York to strengthen institutional investor ties and drive capital formation efforts, signaling aggressive growth ambitions in a competitive market.
A new Forbes survey identifies the most sought-after workplaces in the U.S., with half of the top ten spots claimed by companies based in California, highlighting a continued shift in workforce priorities.
The landmark $100 billion infrastructure partnership between OpenAI and Nvidia has failed to materialize into a binding agreement, exposing underlying tensions over chip supply and performance demands, and raising broader concerns about speculative dynamics in the AI sector.
While Nvidia's dominance in AI chips has fueled a historic market rally, a deeper look suggests many individual investors may not need to add direct shares to their portfolios.
