Marvell Technology Inc. (NASDAQ: MRVL) closed Tuesday, August 25, at $240.38, up 4.84%, after a month-long rally of 27% driven by an expanded custom chip agreement with Google, which includes a warran…
Anthropic confidentially submitted a draft S-1 to the SEC on June 1, 2026, toward a possible IPO with secondary-market investors pricing the company near $2 trillion, based on a $47 billion revenue ru…
Lenovo Group reported its strongest fiscal first quarter on record, with revenue rising 43% year over year to $26.9 billion and adjusted profit attributable to shareholders jumping 176% to $1.075 bill…
Copper prices hit record highs above $6.85 a pound and nearly $14,500 a tonne on the London market, driven by weak mine output in Chile, policy risk in Congo, and an AI buildout that requires copper f…
Tencent Holdings Ltd. reported second-quarter revenue of RMB204.8 billion ($30.4 billion), up 11% year over year, while capital expenditure surged 176% to RMB52.8 billion, according to MarketWatch. Th…
Super Micro Computer Inc. shares rose about 9% in premarket trading after the AI-server manufacturer reported fiscal fourth-quarter revenue of approximately $11.1 billion and non-GAAP gross margin of …
Oracle Corp. shares fell 3.7% to $145.48 in midday trading on August 12, after dropping about 4% the previous day, as investors questioned the company's ability to finance and earn returns on its AI d…
Coherent Corp. stock fell 12% to $333.83 on August 10, its sharpest one-day drop in months, as investors took profits ahead of its August 12 fiscal fourth-quarter earnings, with the stock trading near…
Upstart Holdings reported second-quarter 2026 revenue of $364.7 million, up 42% year-over-year, and net income of $16.5 million, with 91% of loans originated fully automated, leading to a 13% jump in …
Space Exploration Technologies Corp (SpaceX) reported Q2 2026 revenue of $7.81 billion, a 92% year-over-year increase and 12.7% above London Stock Exchange Group (LSEG) consensus estimates of $6.93 bi…
Amazon reported $62.6 billion in net income for Q2 2026, including $53.4 billion in non-operating pre-tax income primarily tied to its Anthropic investments, which was 1.9 times its $27.5 billion oper…
Tesla posted a $1.1 billion free cash flow deficit in Q2 2026, and its stock fell 14.5% the next day, wiping out $214.5 billion in market value, after investors reacted to operating income collapsing …
Intel reported $16.1 billion in Q2 2026 revenue, up 25% year over year, its fastest quarterly growth since 2011, driven by a 59% surge in its Data Center and AI segment to $6.3 billion. CEO Lip-Bu Tan…
Intel reports Q2 2026 earnings today, with analysts expecting about $14.4 billion in revenue and adjusted earnings of roughly $0.22 a share, as the company's stock has surged roughly 180% in 2026. The…
Alphabet reported Q2 2026 revenue of $119.8 billion and net income of $112.1 billion, inflated by a roughly $98 billion gain from equity investments including SpaceX. Google Cloud revenue surged 82% t…
AI investments have become a dominant force in global capital markets, with Anthropic's valuation priced at a high likelihood of hitting $1.25 trillion by December 31, according to MarketWatch. The se…
IBM shares fell roughly 25% on Tuesday, erasing nearly $68 billion in market value in what MarketWatch said was on pace to be the company's worst single-day drop ever, worse than its Black Monday fall…
Intel's stock closed at $109.84 on July 10, down 22.84% from its 52-week high of $142.35 on June 30, as AMD's data-center revenue surged 57.2% to a record $5.78 billion in Q1 2026, surpassing Intel's …
A MarketWatch opinion piece argues that Big Tech companies are capturing all equity from the AI boom built on user data, proposing mechanisms for individuals to reclaim wealth from AI-driven profits.…
Micron announced on July 9, 2026, that it is increasing planned U.S. fab and technology investment to more than $250 billion through 2035 and has poured first concrete at its Clay, New York DRAM megaf…