Founder-led companies significantly outperform the market, according to data discussed by Kenny Polcari, Jared Blikre, and Michael Monaghan on Yahoo Finance. The panel highlighted overlooked opportuni…
Intel Corp.'s stock rally has reduced the cost of its planned $20 billion common stock issuance, saving the chipmaker millions as it funds its artificial intelligence comeback. Yahoo Finance Markets &…
Yahoo Finance Markets and Data Editor Jared Blikre reports that semiconductor stocks have rebounded over the past five trading days, with Hewlett Packard Enterprise (HPE), Apple (AAPL), NXP Semiconduc…
SpaceX's first quarterly report as a public company showed its AI business revenue more than tripled to $2.6 billion and adjusted EBITDA swung to a $1.1 billion profit, but the company spent $15.8 bil…
Semiconductor stocks and the 'Magnificent Seven' are again driving markets higher, according to Yahoo Finance Markets and Data Editor Jared Blikre, who highlighted the resurgence of the AI trade in a …
Big Tech companies are expected to reduce stock buybacks as they increase capital expenditures on artificial intelligence, according to Yahoo Finance Markets and Data Editor Jared Blikre. The shift in…
Microsoft's Azure cloud revenue jumped 43% last quarter, its fastest growth in four years, as capital expenditures surged 70% to $41 billion. The company's shares rose about 3% in late trading after b…
Alphabet's operating margin hit 36.1% in Q1, its highest in five years, as revenue grew 22% and operating income jumped 30%, outpacing its AI spending surge. The company spent $35.7 billion last quart…
A violent unwind in AI and chip stocks is hiding beneath a resilient broader market, with the gap between expected volatility in semiconductor stocks and the S&P 500 reaching nearly 47 points, accordi…
The KraneShares CSI China Internet ETF (KWEB) has jumped nearly 13% in July, leading thematic ETFs, driven by Alibaba's (BABA) 27% monthly gain after China approved Apple Intelligence for iPhones, wit…
Global chip stocks have lost roughly $2.7 trillion in market value since the PHLX Semiconductor Index peaked on June 22, but Wall Street still expects Micron, Nvidia, and the rest of the industry to g…
AI-related free cash flow is shifting from Big Tech hyperscalers to chipmakers, according to Yahoo Finance Markets and Data Editor Jared Blikre. The trend highlights a divergence in AI investment retu…
SK Hynix will debut on the Nasdaq on Friday with a $28 billion IPO, the largest foreign listing in history, as the memory chip maker seeks to expand capacity amid a global shortage driven by AI demand…
Big Tech stocks, led by the Magnificent Seven, have rebounded 8% since late June, while semiconductor stocks have fallen 12%, indicating a rotation out of crowded hardware trades rather than a broad g…
Emerging market ETFs are increasingly tied to the AI chip trade as South Korea and Taiwan funds surpass China-focused funds in assets, pulling investors into the same global semiconductor cycle drivin…