Snowflake's landmark partnership with OpenAI, coupled with its existing Anthropic alliance, signals a direct play for AI market share against Amazon AWS and Microsoft Azure, potentially accelerating its growth trajectory and reshaping investor perception.
Buoyed by disciplined cost management and a sharpened focus on its integrated ecosystem, Sonos reports robust Q1 profitability and details a strategic roadmap to reignite durable revenue growth in fiscal 2026.
At a major investment forum, Blackstone President Jon Gray highlighted artificial intelligence as the foremost strategic issue for the world's largest alternative asset manager, outlining a dual approach of investing in foundational infrastructure while navigating sector-specific risks.
As AI data centers strain the U.S. power grid, small modular reactors (SMRs) offer a promising source of clean, reliable energy. But outdated federal regulations could stall this critical innovation, leaving tech giants and climate goals in limbo.
A broad-based sell-off gripped U.S. markets Tuesday, with technology and software shares bearing the brunt of the losses. The slide, which lacked a single clear catalyst, intensified existing concerns over how artificial intelligence is reshaping the enterprise software landscape.
Take-Two Interactive has raised its annual bookings forecast, fueled by strong performance across its portfolio of premium and mobile games. The company remains on track for the November release of 'Grand Theft Auto VI,' which is poised to set a new financial benchmark for the publisher.
Texas Instruments is reportedly in late-stage negotiations to acquire semiconductor design firm Silicon Laboratories in a deal valued at approximately $7 billion, according to a Financial Times report that sent Silicon Labs' shares soaring.
Despite a cooling EV market and recent earnings pressure, Roth Capital's Craig Irwin maintains a bullish $505 price target on Tesla, arguing the stock's long-term catalysts outweigh near-term automotive weakness.
Palantir Technologies delivered another quarter of explosive growth, with revenue soaring 70% and profitability expanding. Yet, its sky-high valuation leaves investors debating whether the AI data specialist's stock is a buy or a bubble.
The retail giant Walmart has shattered a historic ceiling, becoming the first traditional U.S. retailer to achieve a $1 trillion market valuation, a milestone previously reserved for the world's largest technology companies.
While Publicis Groupe posts solid growth and stakes its future on AI, its CEO candidly admits the technology is costly, hard to scale, and often fails to deliver measurable returns, highlighting the gap between ambition and reality in the ad industry's AI race.
Google's unveiling of its advanced Genie 3 world-model AI has sent ripples through the gaming industry, placing established publishers like Take-Two Interactive under a new kind of scrutiny. As investors await the company's earnings, the focus has sharpened on whether its blockbuster-driven model can withstand a potential AI-driven upheaval in game development costs and timelines.
An AI-driven analysis suggests Nvidia's stock may see modest gains in the short term, projecting an average price near $191 by mid-April. The forecast comes as the chipmaker continues to dominate the AI infrastructure landscape, though supply constraints and valuation debates linger.
Adobe shares tumbled sharply in afternoon trading as a wave of investor concern over AI's competitive threat triggered a sector-wide sell-off, extending the software giant's recent slump.
With the S&P 500 hovering near all-time highs, Piper Sandler identifies four critical market backstops sustaining lofty valuations. Analysts warn that a reversal in any of these trends could jeopardize the bull run.
IBM shares have surged nearly 8% in the past month, closing at $314.73 and pushing its one-year return above 23%. But with conflicting fair value signals—one model flags it as overvalued while another suggests a 20% discount—investors are grappling with whether the rally has run ahead of fundamentals.
In the hunt for income, yield is just the starting point. We analyze five monthly-paying ETFs offering yields above 6%, focusing on the underlying strategy, risk management, and staying power that separates sustainable income from a risky bet.
Banco Santander's acquisition of Webster Financial, valued at $12.3 billion, is set to create a top-10 U.S. retail and commercial bank by assets and significantly bolster its deposit base in the key Northeast market, marking the largest bank deal of the year.
Shares of data center power player IREN have been on a rollercoaster ride as its February earnings report nears, yet its foundational role in fueling the AI arms race among tech giants appears unshaken.
A discounted cash flow valuation of workplace safety technology firm Blackline Safety Corp. suggests its current stock price may not fully reflect its intrinsic value, presenting a potential opportunity for investors.
