Broadcom (NASDAQ: AVGO) shares fell 12.88% in the past week to $364.50 despite reporting Q2 FY2026 revenue of $22.19 billion, up 47.87% year over year, with AI semiconductor revenue of $10.80 billion,…
Billionaire investor Chamath Palihapitiya said on August 20 that for the Global 2000, earnings growth has "literally zero" to do with AI, six days before NVIDIA reports fiscal Q3 earnings on August 26…
Wolfe Research projects Nebius Group (NASDAQ: NBIS) can reach more than $41 billion in annual recurring revenue (ARR) by 2030, nearly 10 times the $4.26 billion ARR modeled for Q3 2026, driven by cont…
CleanSpark Inc. (NASDAQ:CLSK) stock fell 6% to $11.84 on Friday even as Bitcoin rose 7% to $77,740.82, while MARA Holdings Inc. (NASDAQ:MARA) held nearly flat at $11.14, as investors repriced the mine…
Hut 8 stock fell 11% to $78.54 on Friday, TeraWulf dropped 5% to $15.58, and IREN declined 3% to $41.20, with the sell-off tracking each stock's 2026 gains and signaling profit-taking rather than a re…
Marvell Technology Inc. stock fell 6% to $235.20 on Friday as investors priced in dilution from a warrant granted to Alphabet Inc.'s Google, which can buy up to 58,970,907 Marvell shares at $206.58, w…
Apple Inc. (NASDAQ: AAPL) trades near $317 as of August 20, 2026, with 24/7 Wall St. setting a price target of $363.69, implying 14.86% upside and a BUY recommendation with 90% confidence. Fiscal Q3 2…
Alibaba Group Holding Ltd. shares fell 7% to $121.17 on Friday as investors repriced the cost of its AI infrastructure buildout, despite cloud revenue rising 45% to 48.44 billion yuan ($7.2 billion) i…
AMD reported record revenue of $11.54 billion for Q2 2026, with Data Center revenue of $6.72 billion up 107% year over year, while NVIDIA reported $82 billion in quarterly revenue with Data Center rev…
Advanced Micro Devices (AMD) shares fell 13.77% over the past month to $469.46 after Elon Musk's SpaceX chose NVIDIA's Vera Rubin platform for its AI infrastructure, reportedly taking 20% of NVIDIA's …
NTT DATA CEO Abhijit Dubey told CNBC that frontier AI has changed the cybersecurity equation because attacks now operate at machine speed, making human-speed defense obsolete, and announced an expande…
Micron Technology (NASDAQ:MU) trades at $937.11 with a 24/7 Wall St. 12-month price target of $966.70, implying 3.16% upside and a HOLD rating with 90% confidence. The stock has surged 228.54% year to…
IREN (NASDAQ:IREN) shares jumped 6% to $45.26 after Microsoft (NASDAQ:MSFT) formally accepted Horizon 1, the first of four data centers at IREN's Childress, Texas campus, but gave up gains to trade un…
DZ Bank initiated coverage of SpaceX (NASDAQ:SPCX) with a Sell rating and a $100 price target on August 21, 2026, citing crash risk in the valuation orbit. The bank's analyst Markus Leistner highlight…
HP Inc. (NYSE: HPQ) is positioned for a potential stock surge on August 26, when it reports fiscal Q3 2026 earnings after market close, supported by a forward P/E near 10, a 3.93% dividend yield, and …
Palantir Technologies Inc. (NASDAQ: PLTR) reported Q2 2026 U.S. commercial revenue growth of 149% year-over-year and total revenue growth of 92.83%, with GAAP net income of $1.06 billion, yet its stoc…
NVIDIA Corporation (NASDAQ:NVDA) reports fiscal second-quarter results on Wednesday, August 26, 2026, with management guiding revenue to $91 billion, plus or minus 2%, nearly double the $46.74 billion…
Corning Inc. estimates that Meta Platforms Inc.'s 'Hyperion' data center campus in Richland Parish, Louisiana, will consume 8 million miles of optical fiber, a figure cited by Corning executives at th…
Microsoft Corp. spent $115.948 billion on capital expenditures in fiscal 2026, a 79.62% jump from $64.551 billion a year earlier, while net income rose 31.34% to $133.749 billion and free cash flow fe…
Alphabet Inc. (NASDAQ:GOOG) is the most compelling investment among three Wall Street-bullish tech giants, trading at $337.69 with a trailing P/E of 17 and a PEG of 0.93, while Apple Inc. (NASDAQ:AAPL…