Microsoft Corp. paid out $6.8 billion in dividends on September 10, 2026, but its fiscal 2026 capital expenditures of $115.948 billion were about 4.4 times that amount, highlighting the company's mass…
Micron Technology announced on August 20 the launch of Micron Research Labs, a $10 billion, decade-long initiative to create the first dedicated AI memory research institution in the U.S., with a flag…
Coatue Management, founded by Philippe Laffont, has invested nearly 23% of its public equity portfolio in three AI-related stocks, with the fund's public equity value reaching $48.6 billion in Q2 2026…
Micron Technology announced a $10 billion investment over the next decade to establish Micron Labs, an innovation hub at its Boise headquarters, with support from the U.S. government. The lab will foc…
Micron Technology announced Thursday it will invest $10 billion in Micron Research Labs, a Boise-based hub focused on advanced memory technologies, memory and compute architectures, advanced packaging…
Applied Materials Inc. (NASDAQ: AMAT) shares have fallen 32% from all-time highs, prompting debate on whether to buy the dip amid a 40% peak-to-trough correction and a short position disclosed by Dr. …
Applied Materials Inc. shares fell 4% to $494.82, while Lam Research Corp. and Teradyne Inc. each dropped 5% to $309.94 and $384.26, respectively, as investors repriced AI infrastructure spending amid…
Layoff fears are pushing some visa holders out of Big Tech, with workers like Vinit Juneja, an F-1 STEM OPT visa holder, leaving Amazon for Applied Materials, and Ayush Raj Jha, an H-1B visa holder, l…
The S&P 500 fell 0.2% to 7,785.76 on Friday, retreating from a record high as investors weighed weak retail sales and Middle East tensions, with Applied Materials dropping 5.1% after its forecast fail…
The AI bubble is unlikely to burst soon due to persistent shortages in high-bandwidth memory, advanced packaging, network fabric, power, and site readiness that will delay price discovery until at lea…
Applied Materials reported fiscal Q3 2026 revenue of $9.12 billion, beating analyst estimates of $8.99 billion, and adjusted EPS of $3.50 versus the consensus $3.40, while raising its full-year Semico…
Applied Materials reported fiscal Q3 2026 revenue of approximately $9 billion, up 25% year-over-year, and raised its revenue and profit forecasts for 2026 and 2027, citing surging AI chip demand. The …
MicroRefrigeration, a Gilroy, California-based startup founded by manufacturing executive Nick Littleton, has raised $4.07 million of a $4.5 million target from seven accredited investors for its AI c…
Hyperscalers are projected to spend between $750 billion and $800 billion annually on AI infrastructure, with some forecasts reaching $1 trillion, according to John Mowrey, chief investment officer at…
Nearly 90% of S&P 500 companies have reported second-quarter earnings, with FactSet data showing a 50% year-over-year rise, the fastest growth since 2021, driven by artificial intelligence, according …
S&P 500 and Nasdaq 100 futures slipped about 0.1% in premarket trading as investors awaited earnings from Applied Materials, Lumentum Holdings, and Cisco Systems, which will test AI hardware demand, a…
The S&P 500 closed Friday up 0.6%, reaching record-high territory, as AI spending concerns receded and a weaker-than-expected jobs report recalibrated Fed rate bets. This week, investors will watch We…
Semiconductor stocks surged in Asian trading on Wednesday, with the Kospi jumping 4.0% led by SK Hynix and Samsung, despite after-hours declines for SpaceX and AMD. SpaceX disclosed capital expenditur…
Michael Burry, the investor known for predicting the 2008 housing collapse, has fully exited his long position in Microsoft, closed his short position in Oracle, liquidated his January 2026 puts on Pa…
Singapore chip stocks AEM and UMS Integration led a tech surge on Friday (Jul 31) as confidence returned to the artificial intelligence trade, with AEM rising as much as 12.5% to S$8.52 and UMS adding…