Citizens Bank estimates that Tesla's Optimus humanoid robot could eventually target roughly $1.7 trillion of U.S. wages, with about $300 billion of work already serviceable in factories, warehouses, a…
Nvidia has told major customers that servers with its Grace Blackwell and next-generation Vera Rubin chips will cost more than 15% more in many configurations starting early next year, passing on surg…
Micron Technology (NASDAQ: MU) reported fiscal Q3 revenue of $41.46 billion, up 345.72% year-over-year, with non-GAAP EPS of $25.11, and guided Q4 FY2026 revenue to $50 billion with non-GAAP EPS of $3…
Vertiv Holdings, Equinix, and Digital Realty Trust raised full-year 2026 guidance on accelerating AI demand, with Vertiv reporting Q2 net sales of $3.274 billion, up 24% year over year, and Equinix ad…
Microsoft Corp. reported a $678 billion contracted commercial backlog, which it says converts AI demand into recurring subscription revenue, a key advantage over Nvidia Corp. The company closed fiscal…
UBS estimates hyperscaler capital expenditures could reach about $4.1 trillion from 2026 through 2028, more than three times the $1.292 trillion spent in the previous six years, with Amazon, Alphabet,…
A Wall Street Journal analysis found that nine major technology companies, including Microsoft, Amazon, Alphabet, Meta Platforms, Oracle, Nvidia, Broadcom, Advanced Micro Devices, and SpaceX, are carr…
NVIDIA Corp. trades at $215.17, and 24/7 Wall St. sets a price target of $270.26, implying 25.27% upside, with a buy recommendation at 90% confidence. The company's Q1 FY27 revenue hit $82 billion, up…
Citadel Advisors acquired much of the $16 billion public-equity book of Leopold Aschenbrenner's AI-focused fund Situational Awareness after its portfolio fell 67% in July, then shed more than 80% of t…
24/7 Wall St. set a price target of $166.75 for CoreWeave (NASDAQ:CRWV), implying an 86.28% upside from the current price of $89.36, and rated the stock a buy with 50% confidence. The projection is ba…
Cisco Systems reported Q4 FY2026 revenue of $17.25 billion, up 17.58% year over year, and non-GAAP EPS of $1.22, booking $9.30 billion in AI infrastructure orders for FY2026 and guiding to $7.50 billi…
Taiwan Semiconductor Manufacturing (NYSE: TSM) and ASML (NASDAQ: ASML) are identified as the widest monopolistic plays in the semiconductor industry, with Taiwan Semiconductor having the wider economi…
NVIDIA, Broadcom, and Advanced Micro Devices (AMD) have pulled back over the past week, offering a cleaner entry ahead of their upcoming earnings reports, according to 247 Wall St. NVIDIA closed Thurs…
Microsoft, Alphabet, and NVIDIA are the three US-listed stocks with the most durable positions in the AI capital cycle, according to 24/7 Wall St.'s monthly buy list. Microsoft's Azure crossed $100 bi…
Mark Cuban said on X that radiologists will not be replaced by AI because models become outdated quickly and cost more than a radiologist, but he argued AI will replace most doctors' administrative ta…
Synopsys (NASDAQ:SNPS) is positioned for a potential upside surprise in its August 26, 2026 fiscal Q3 earnings report, following two consecutive beat-and-raise quarters, with Q2 non-GAAP EPS of $3.35 …
Michael Burry warned Friday that the AI data center boom mirrors the structural excesses preceding the 2008 financial crisis, citing circular financing, off-balance-sheet vehicles, and captive insurer…
Microsoft Corp. and NVIDIA Corp. reported the two most consequential AI earnings of the year, with Microsoft's Azure surpassing $100 billion in annual revenue and Microsoft 365 Copilot exceeding 30 mi…
RUM Group (NASDAQ:RUM) shares jumped 7% to $9.04 on Friday after the company closed its $767 million acquisition of Northern Data AG and rebranded from Rumble Inc., unveiling its Quake AI cloud and AI…
Palantir Technologies (NASDAQ: PLTR) stock rose 4% to $181.25 on Friday, clearing the $180 level traders had been watching, while BigBear.ai (NYSE: BBAI) also gained 4% to $3.20, and ServiceNow (NYSE:…