Anthropic PBC is seeking to meet with investors ahead of a potential mega-IPO, with banks scheduling meetings in the coming weeks for the Claude chatbot maker, which is considering an IPO as soon as O…
Morgan Stanley reported blowout second-quarter earnings with record revenue, driven in part by AI-related activities, but questions remain about the sustainability of this revenue stream, according to…
Johnson & Johnson stock fell despite raising its 2026 sales forecast, as Defiance ETFs CIO Sylvia Jablonski and Yahoo Finance's Julie Hyman highlighted the company's use of AI in pharmaceuticals and b…
ASML raised its annual sales forecast amid growing demand for AI chip equipment, a move Defiance ETFs chief investment officer Sylvia Jablonski called a 'real vote of confidence' for the AI trade.…
HSBC strategist Duncan Toms says Wall Street's dialogue has shifted from concerns about an AI bubble to discussions of AI bottlenecks beginning to materialize, following ASML Holding's raised full-yea…
The Bank of Canada held its policy interest rate at 2.25 percent on Wednesday, citing signs of economic improvement but noting risks from the Middle East conflict and U.S. trade policy. The central ba…
Barclays strategists warn that Big Tech capital expenditures as a share of sales are expected to hit an all-time peak in Q3 2026, signaling aggressive AI spending is yielding limited impact on revenue…
Morgan Stanley reported record net income of $5.58 billion, or $3.46 per share, and record revenue of $21.35 billion in the second quarter, driven by an AI-fueled surge in trading and dealmaking. The …
Global smartphone shipments fell 11% year over year in Q2, marking the worst second quarter in 13 years, according to Counterpoint Research, as the AI-driven memory shortage continues to hammer the in…
ASML stock jumped more than 3% in premarket trading Wednesday after the Dutch chip-equipment maker reported better-than-expected second-quarter results and raised its full-year sales outlook, citing s…
Bokeh Capital Partners founder and chief investment officer Kimberly Forrest said the US will not adopt Chinese memory chips but will win the artificial intelligence race, in a Yahoo Finance interview…
Kenny Polcari, Phil Rosen, and Jessica Inskip argue that the $1 trillion AI infrastructure build-out is a genuine industrial revolution fueled by real earnings, not a repeat of the dot-com bubble.…
Meta Platforms Inc. shares surged 17% in July, making them the third-best performer in the S&P 500 Index, after the company revealed plans for a cloud-computing business and a new paid tier for its AI…
IBM plunged 25% on Tuesday, its worst day since at least 1968, after reporting preliminary second-quarter revenue of $17.2 billion, roughly $660 million short of the $17.9 billion consensus, and adjus…
Opening Bell Media CEO Phil Rosen and StockBrokers.com Director of Investor Research Jessica Inskip debated whether tech stocks are overvalued amid the AI boom, discussing the potential for the S&P 50…
Chinese hedge funds that made big gains on AI stocks are starting to reduce exposure, with Shanghai Everlead Capital trimming positions in optical communications and advanced packaging after its Growt…
China's economy grew at a 4.3% annual pace in the second quarter, the slowest since late 2022, according to official data released Wednesday. The figure fell short of forecasts and was far below the 5…
ASML Holding NV raised its full-year sales forecast for the second time in 2026, projecting net sales of €43 billion to €45 billion, up from a prior estimate of €36 billion to €40 billion, driven by s…
China's state newspaper People's Daily warned against an 'AI Iron Curtain' emerging from efforts to monopolize artificial intelligence, opposing the use of AI for hegemony or tech barriers as Washingt…
New York Governor Kathy Hochul signed an executive order enacting a statewide moratorium on the construction of new AI data centers, Yahoo Finance Technology Editor Dan Howley reported on July 14, 202…