Micron Technology CEO Sanjay Mehrotra announced Micron Research Labs, a $10 billion investment in basic research for next-generation AI memory, during a CNBC appearance in Boise, claiming memory is no…
Marvell Technology (NASDAQ: MRVL) heads into its August 27, 2026 fiscal Q2 2027 earnings report with a favorable setup, as CEO Matt Murphy has already raised revenue guidance for fiscal 2027 and 2028,…
Broadcom reported fiscal Q2 revenue of $22.19 billion, up 47.87% year over year, with AI semiconductor revenue at $10.8 billion, up 143%, while Marvell Technology reported record fiscal Q1 revenue of …
TD Cowen raised its Amazon Web Services (AWS) revenue estimate to $165 billion for 2026, 3% above Wall Street consensus, and to $222 billion for 2027, 11% above consensus, citing generative AI tailwin…
Nebius Group (NASDAQ:NBIS) shares fell 21.09% in one week to $219.13 after a strong Q2, as investors weigh the AI cloud provider's 454.04% revenue growth against a $17.6210 billion debt load and $20–2…
Anthropic, the private AI company preparing for an October IPO at a valuation of $2 trillion or more, faces a warning sign: spending on its most powerful and expensive model, Fable 5, has plateaued at…
AppLovin Corp. (NASDAQ: APP) trades at $305.77, and UBS analyst Stephen Ju maintains a Buy rating with a $790 price target, implying roughly 158% upside despite a 54.62% year-to-date decline. The stoc…
ASML Holding NV reported Q2 revenue of $10.65 billion, up 21.25% year over year, with EPS of $8.6688, marking a fourth consecutive beat, driven by AI chip demand and record orders. Meanwhile, Canon In…
NVIDIA Corporation (NASDAQ: NVDA) reported Q1 FY27 Data Center revenue of $75.246 billion, up 92% year over year, and total revenue of $81.61 billion, up 85.23%, as CEO Jensen Huang said 'Agentic AI h…
Apple Inc. and NVIDIA Corp. both reported strong quarterly results, with NVIDIA posting $81.61 billion in revenue, up 85.2% year over year, and Apple reaching $109.4 billion, up 16%, as the two tech g…
Thiel Macro LLC, the investment firm of Peter Thiel, disclosed a $418.7 million portfolio of eight U.S. equity positions as of June 30, 2026, with seven of the eight bets targeting the physical energy…
Elon Musk said on Aug. 19, 2026, that China is "by far the strongest competitor in AI," and three days later a Chinese humanoid robot ran 100 meters in 9.32 seconds, beating Usain Bolt's 9.58-second w…
Nebius Group, Symbotic, and Centrus Energy are three growth stocks trading below consensus targets or near 52-week lows despite strong revenue growth and large backlogs, according to 24/7 Wall St. Neb…
Constellation Energy, Talen Energy, and Uranium Energy are positioned to benefit from surging AI data center power demand, with Constellation raising its 2026 adjusted EPS guidance to $11.50-$12.50 an…
XRP is up 50% from its August 17 cycle low of $0.9877 to about $1.51, adding over $30 billion to its market cap, after the U.S. Treasury announced it would raise long-term bond buybacks to at least $4…
US companies have issued nearly $1.7 trillion in bonds so far this year, up 27% from the same period a year ago, according to SIFMA data, driven by AI infrastructure buildout by hyperscalers, data-cen…
A 61-year-old software project manager who lost his job to an AI platform in December paid federal tax on $18,000 of unemployment compensation, but his Social Security earnings record for the same yea…
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…
Alibaba Group Holding Ltd. cut its share repurchases by roughly 80% in the June 2026 quarter, buying back 13.4 million ordinary shares (1.7 million ADSs) for US$162 million versus 56 million ordinary …
XRP gained over 50% in under two weeks, rising from roughly $0.99 on August 11 to $1.50, with spot XRP ETFs pulling in $39.78 million in their strongest week since May, according to SoSoValue. Both Ch…