Potential agreement would expand use of AI in government while adding safeguards
Oracle expanded its AWS partnership for multicloud networking.
AI infrastructure spending has continued to accelerate into 2026. Bank of America recently raised its 2026 semiconductor market forecast to $1.3 trillion, highlighting NVIDIA, Broadcom, and Marvell as the primary beneficiaries. Capital is flowing rapidly into data centers, semiconductor fabrication plants, and AI software, reshaping entire supply chains in the process. For investors seeking exposure ... How to Gain AI Exposure Without Picking Stocks: 3 ETF Strategies Compared
Dividend growth investing rewards patience like few other strategies. The income stream compounds year after year, and the companies behind those dividends tend to be high-quality and structurally durable. With the Fed Funds rate at 3.75% and the 10-year Treasury yielding around 4.30%, dividend-focused equity funds must now compete against risk-free alternatives that offer meaningful ... 3 Dividend Aristocrat ETFs to Buy Before 2026 Markets Shift
Proper enforcement in markets remains a "top priority" for the federal derivatives regulator.
The best dividend stocks offer investor stability even when the market sentiment turns bearish. Moreover, as the dividend yield and stock price are inversely related, you can identify fundamentally strong companies that have pulled back to benefit from an elevated payout. United Parcel ...
Oracle and Amazon Forge Deeper Cloud Ties: Stock Jumps as AI Integration Looms
Turnaround strategy leans on AI and cloud overhaul, but investors stay cautious
A shoe company just announced it was transforming to an AI firm and the stock jumped 630%. If that sentence makes you uneasy, you’re paying attention. Allbirds, the struggling footwear brand, rebranded itself “New Bird AI” and announced plans to acquire “high-performance, low-latency AI compute hardware.” The company had no existing AI operations when it ... A Shoe Company Rebranded as an AI Firm and the Stock Jumped 630%. One Analyst Says That’s a Bubble Warning
Running at a loss can be a red flag. Many of these businesses face mounting challenges as competition increases and funding becomes harder to secure.
We recently published Jim Cramer Said Allbirds Management Are “Jokers” & Discussed These 18 Stocks. Amazon.com, Inc. (NASDAQ:AMZN) is one of the stocks discussed by Jim Cramer. eCommerce and cloud services provider Amazon.com, Inc. (NASDAQ:AMZN)’s shares are up by 9.5% year-to-date. Evercore ISI discussed the firm on April 9th as it reiterated a $285 share […]
We recently published Jim Cramer Said Allbirds Management Are “Jokers” & Discussed These 18 Stocks. Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks discussed by Jim Cramer. Software giant Alphabet Inc. (NASDAQ:GOOGL) is one of Jim Cramer’s favorite stocks in the AI space. Over the past couple of months, he has repeatedly praised the firm’s […]
We recently published Jim Cramer Said Allbirds Management Are “Jokers” & Discussed These 18 Stocks. Microsoft Corporation (NASDAQ:MSFT) is one of the stocks discussed by Jim Cramer. Technology giant Microsoft Corporation (NASDAQ:MSFT)’s stock is up by a modest 5% over the past year. Cramer hasn’t missed the weakness either, as he has discussed the firm […]
We recently published Jim Cramer Said Allbirds Management Are “Jokers” & Discussed These 18 Stocks. Apple Inc. (NASDAQ:AAPL) is one of the stocks discussed by Jim Cramer. Tech giant Apple Inc. (NASDAQ:AAPL)’s shares are up by 30% over the past year and are down by 2.9% year-to-date. Cramer has discussed the firm several times over […]
The Federal Communications Commission (FCC) Chair Brendan Carr approved Amazon.com Inc.‘s acquisition of Globalstar Inc. on Tuesday, signalling the importance of competition in the space-based internet sector. ‘We’re Very Open-Minded,’ Says FCC Chair In an interview with CNBC, Carr shared that the FCC wanted to foster growth in the sector. “We’re very open-minded to it,” Carr said, adding that the FCC would be reviewing the paperwork involved in the deal. Carr said that the deal was consistent w
Microsoft stock is on the rise as Wall Street analysts reset expectations for the cloud computing and productivity software giant.
BELLEVUE, Wash., April 16, 2026--SeekOut names Sean Thompson CEO to scale agentic AI recruiting for AI-forward talent. Founder Anoop Gupta becomes Executive Chairman.
According to CEO Helen Gu, the biggest problem facing the industry today is not just monitoring and diagnosing where AI models go wrong — it's also diagnosing how the entire tech stack operates now that AI is part of it.
Alphabet (GOOG) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.
Crowned Skin founder Darrell Spencer and investor Rashaun Williams are now united in business.
Kering aims to launch smart glasses under the Gucci brand in partnership with Google next year, CEO Luca de Meo told Reuters, becoming potentially the first major luxury brand to enter the AI-powered eyewear sector. That will pit it against Italian-French eyewear leader EssilorLuxottica, which produces Ray-Ban smart glasses in partnership with Meta.
SNDK is riding AI-driven NAND and enterprise SSD demand, with a sharp margin outlook jump and data centers reshaping storage buying.
Micron Technology (NASDAQ:MU) at $445 and SanDisk (NASDAQ:SNDK) at $885 both carry analyst Buy consensus ratings, though one stock presents the stronger risk-reward case. The memory supercycle is accelerating, AI infrastructure demand is structurally rewriting DRAM and NAND economics, and Google’s TurboQuant breakthrough may trigger the classic Jevons paradox rather than threaten demand. Micron is ... Buy, Sell or Hold Micron at $445 or SanDisk at $885?
All three major US stock indexes were up in late-morning trading Thursday, as investors take in upda
Rigetti unveils its 108-qubit Cepheus system, tripling capacity and boosting fidelity as it advances chiplet-based scaling and targets quantum advantage.
Amazon (NASDAQ:AMZN) has delivered accelerating numbers, a widening moat, and a valuation that makes sense for what this company is becoming. I can’t stop buying AMZN stock, here’s why. Reason 1: AWS Is Reaccelerating Into AI Demand The most important number in Amazon’s business is the trajectory of AWS growth. In Q1 2025, AWS grew ... Why I Can’t Stop Buying Amazon Stock
Small-cap stock Cipher Digital (NASDAQ: $CIFR) has big ambitions for its future.
Cloud customers today refuse to bet everything on one provider. They run AI models across platforms, keep regulated data in one spot, and tap the best tools wherever they live. Multicloud setups now handle the heavy lifting for enterprise AI, with data flowing freely between environments. That shift explains why infrastructure-as-a-service (IaaS) spending keeps climbing ... Oracle’s New AWS Partnership Just Put It Ahead of Azure and Google Cloud
Here's what must go right for SoundHound to become a real artificial intelligence (AI) winner.
Artificial intelligence can now handle work that once required teams, Perplexity AI CEO Aravind Srinivas said. He recently told the "All-In podcast" that the technology can take on tasks such as running ad campaigns, handling customer support and managing payments....
(Bloomberg) -- CoreWeave Inc. tapped the US junk-bond market for a second time in a week as the cloud infrastructure firm seizes on strong investor demand for AI-related debt. The Livingston, New Jersey-based company sold $1 billion of additional 9.75% senior notes due 2031, according to a person with direct knowledge of the matter. The debt priced at 102 cents on dollar, the person added, asking not to be identified because details are private. The offering was run by JPMorgan Chase & Co., Morg
Nearly 1 in 3 renters use storage units for side hustles, earning thousands per year.
Consumers might be reaching their limit when it comes to subscription services, especially as new AI services join the mix.
Stellantis NV (NYSE:STLA, EPA:STLA) and Microsoft Corp (NASDAQ:MSFT) have announced a five-year strategic collaboration aimed at accelerating Stellantis’ digital transformation through artificial intelligence, cybersecurity and cloud technologies. The partnership expands on an existing...
NVIDIA Corporation (NASDAQ:NVDA) continues to be a compelling case study in accelerating growth at scale. Every time analysts suggest the story is priced in, the company prints another quarter that makes the previous one look modest. Here are three reasons I can’t stop buying the stock. Reason 1: The Growth Trajectory Keeps Accelerating, Not Decelerating ... Why I Can’t Stop Buying Nvidia Stock
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. The Strategy emphasizes investments in high-quality companies with positive cash flow valuations. The letter discusses the current investment environment, the Fund’s positioning, portfolio changes, and the quarterly review. For […]
Schneider Electric unveils next generation agentic manufacturing capabilities powered by Microsoft Azure AI at Hannover Messe 2026 Schneider Electric unveils next generation agentic manufacturing capabilities powered by Microsoft Azure AI at Hannover Messe 2026 Long-standing strategic collaboration showcases new milestones that help manufacturers boost efficiency and resiliency across the complete lifecycleIndustrial copilot, powered by Azure AI, cuts engineering time by up to 50% with productio
Google blocked 8.3 billion ads in 2025 but suspended fewer advertisers.
The goal is to rival elite schools like Harvard and Stanford.
MP ramps its Magnetics segment, scaling U.S. rare earth magnet output and securing major deals with GM and Apple.
JPMorgan International Value ETF targets long-term growth and income by investing in value opportunities across global equity markets.
Taiwan Semiconductor Manufacturing reported a 58% jump in quarterly net profit. Its investment plans could shape the outlook for the broader chip sector.
CoreWeave surges 44.5% on booming AI demand and mega deals, but rising losses, heavy debt and rich valuation complicate the outlook.
Shares of chip giant Nvidia (NVDA) are on a tear in the month of April after a wobbly March. Great Hill Capital chairman Thomas Hayes joins Yahoo Finance Senior Reporters Brooke DiPalma and Ines Ferré to examine Nvidia's current position in the AI semiconductor space.
I’ve been holding Nvidia’s stock for years now, and even though I’ve watched about major interview CEO Jensen Huang has done, his recent framing of their business was so incredible that I wanted to share it with you as well. On the Dwarkesh Podcast, he reduced the entire business to one sentence: “The input is ... Jensen Huang Says Nvidia Turns Electrons Into Tokens. That’s the Whole Business.
LUMN teams up with AWS to launch a cloud connectivity solution that cuts setup from weeks to minutes and embeds networking directly into cloud services.
Microsoft (MSFT) has long been the cornerstone of the AI trade. However, a recent roughly 25% correction has brought the stock into the $411 range.
Amazon is preparing for a massive AI opportunity.
Hamilton Rayner, a portfolio manager at JPMorgan Asset Management overseeing the firm’s equity premium income ETFs, made a pointed case on the Animal Spirits Podcast segment “Talk Your Book: The Biggest Active ETF” for why selling options on individual stocks is fundamentally flawed for income investors. His argument cuts to the heart of a structural ... Why JPMorgan’s Options Expert Says Individual Stock Calls Have ‘Eaten all the Downside’
Amazon pivots to everyday essentials to drive repeat demand and grocery growth, but rising logistics costs and fierce competition could pressure margins.
U.S. Bancorp (NYSE:USB) reported first-quarter 2026 earnings per share of $1.18, up about 15% from the prior year, as growth in both net interest income and fee revenue helped deliver another period of positive operating leverage. Management highlighted broad-based revenue gains across the company’s
Newly public aerospace and defense technology company assembles board combining deep defense leadership, public company governance expertise, and aerospace technical excellence Board of Directors Merlin's Board of Directors at Nasdaq Bell Ringing on March 17, 2026. Photo credit: 2026 Nasdaq, Inc. / Vanja Savic BOSTON, April 16, 2026 (GLOBE NEWSWIRE) -- Merlin, Inc. (NASDAQ: MRLN), an aerospace and defense technology company building the operating system of record for autonomous flight, today ann
The Minneapolis company boosted revenue, kept operating expenses in check, and beat analysts' first-quarter earnings expectations.
Stellantis has named former Hyundai executive Michael Orange as its new head of U.S. sales, replacing longtime Stellantis leader Jeff Kommor, who will retire.
Apple Inc. (NASDAQ:AAPL) was among the stocks Jim Cramer discussed on Mad Money as he addressed investors’ recent overblown worries and growth stocks stuck in bear-market territory. Cramer was bullish on the stock during the episode, as he remarked: Alphabet got dinged last year. It’s come all the way back. Apple never really went anywhere. […]
Taiwan Semiconductor's CEO just dropped an important note that should excite the resurgent AI stock bulls.
The market is poised for growth driven by immersive gaming demand, expanding mixed reality applications, and AR adoption Entertainment Augmented Reality (AR) and Virtual Reality (VR) System on a Chip (SoC) Market Entertainment Augmented Reality (AR) and Virtual Reality (VR) System on a Chip (SoC) Market Dublin, April 16, 2026 (GLOBE NEWSWIRE) -- The "Entertainment Augmented Reality (AR) and Virtual Reality (VR) System on a Chip (SoC) Market Report 2026" has been added to ResearchAndMarkets.com's
The Taiwan company expects revenue to grow by more than 30% and played down the risk of war-related disruptions to the supply chain.
Taiwan’s chipmaker TSMC, one of the world’s largest companies, reported a 58% jump in profit on Thursday for the January-March quarter, thanks to strong demand driven by the artificial intelligence boom even as the Iran war was driving up costs. Taiwan Semiconductor Manufacturing Corp., a key supplier for Apple and Nvidia and the largest contract chipmaker in the world, reported a record net quarterly profit of 572.5 billion new Taiwan dollars ($18.1 billion) for the first three months of the year, better than analysts had expected. Profit for the quarter was 58.3% higher compared to the 361.6 billion new Taiwan dollars ($11.5 billion) booked the same period a year earlier.
The global wearable electronics market is at a transformative phase, expanding beyond fitness trackers and smartwatches into realms like extended reality, clinical-grade health monitoring, and AI-powered computing. Key growth drivers include democratized health intelligence with advanced sensors, the rise of AR/VR wearables, and embedded AI as infrastructure. Major players like Apple and Samsung dominate, while niche companies explore specialized innovations. Future market opportunities lie in a
Taiwanese chip maker TSMC said Thursday its net profit surged to a fresh record in the first quarter, fuelled by the global artificial intelligence race despite the war in the Middle East.Helium gas is a key material in the chip supply chain, and Qatar -- one of the countries affected by the war in the Middle East -- is one of its few large-scale producers. joy-kaf/dan
Shares of iPhone and iPad maker Apple (NASDAQ:AAPL) jumped 2.6% in the afternoon session after news broke about a major new partnership to upgrade the iPhone’s satellite features.
Apple’s updated fair value estimate edges from US$295.44 to US$296.46 per share, a small shift that still matters if you are watching where analysts think the stock is roughly priced. The move comes as recent research splits into bullish and bearish camps, with one side leaning on ecosystem strength and services stability, and the other focused on costs, China trends, and an already full valuation. Read on to see what is driving each side of the debate and how you can keep track of this...
Shares of athletic apparel brand Nike (NYSE:NKE) jumped 3.8% in the afternoon session after news broke that top company leaders are spending millions to buy more shares.
The automaker has struggled with EV losses but says an affordable “skunkworks” electric project will continue.
Anthropic's unveiling of Project Glasswing and its Claude Mythos frontier model marks a watershed moment for cybersecurity, introducing an AI system capable of discovering and exploiting software vulnerabilities autonomously at unprecedented scale. In its latest newsletter, ARK Invest pointed to Mythos' breakout scores — 93.9% on SWE-bench Verified and 83.1% on CyberGym — as a signal of a major evolution in both software engineering and cybersecurity defense. The firm also said it views Project
Doug Field, Ford’s chief EV, digital, and design officer, is departing after nearly five years with the company.
Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) has expanded its partnership with Broadcom Inc (NASDAQ:AVGO, XETRA:1YD) in a multi-year agreement that will run through 2029 and include an initial commitment to deploy more than 1 gigawatt of custom silicon capacity, as the social media giant...
Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) is training a photorealistic digital version of its chief executive to interact with the company's 79,000 staff. Meta is developing an AI-powered replica of Mark Zuckerberg designed to interact with employees on his behalf, according to a...
» Amazon to acquire Globalstar; inks deal with Apple to provide satellite services for iPhone, Watch
Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) is expected to overtake Alphabet Inc (NASDAQ:GOOG)'s Google as the largest digital advertising company by net revenue, according to a Wall Street Journal report citing eMarketer projections. Meta is projected at about $243.46 billion versus...
Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) has earned a repeat ‘Buy’ rating from Bank of America following the unexpected early launch of the company’s newest large language model, Muse Spark. Bank of America also kept its price target on Meta unchanged at $885, with shares up 3.4%...
CoreWeave (NASDAQ:CRWV) on Thursday announced an expanded agreement with Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) to provide AI cloud capacity through December 2032. The deal, valued at approximately $21 billion, continues the companies’ existing relationship and supports Meta’s...
Trump announced that a two-week ceasefire deal had been agreed between the US and Iran
Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) saw its shares rise nearly 9% following the announcement of Muse Spark, the first model from its newly formed Meta Superintelligence Labs. In a blog post, the company described the model is a natively multimodal reasoning system with...
Analysts at Jefferies say that while regulatory scrutiny may affect Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB), the company could still present attractive long-term investment opportunities. In a note to clients, Jefferies highlighted that concerns around regulatory and...
Energy prices are reignited by a seeming lack of diplomatic progress ahead of President Trump's five-day deadline on military strikes against Iran's energy infrastructure
Shares of Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) fell about 7.8% on Thursday afternoon, pressured by a series of legal setbacks, fresh layoffs and lingering investor concerns over elevated capital spending. The decline came as the broader “Magnificent 7” technology group...
Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) is offering stock options to top executives for the first time since its 2012 initial public offering, in a bid to retain key talent as the company intensifies its push into artificial intelligence, according to a company spokesperson. The...
Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) is developing a personal artificial intelligence tool for CEO Mark Zuckerberg as part of a broader push to integrate AI into internal operations and enhance productivity, according to a Wall Street Journal report. Per people familiar with...
Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) is establishing a permanent retail presence in New York City, converting its Meta Lab pop-up in Manhattan into a long-term flagship store focused on artificial intelligence-powered glasses and virtual and augmented reality hardware. It was...
Shares of Netherlands-based AI cloud company Nebius Group (NASDAQ:NBIS) jumped nearly 12% on Monday after the company announced a new long-term infrastructure agreement with Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB). Under the five-year deal, Nebius will provide $12 billion in...
Apple Inc. (NASDAQ:AAPL) is witnessing a major reshuffle in its top management, with several key personnel and engineers exiting the company. The departures, which include the heads of artificial intelligence and interface design, represent an unprecedented level of turnover in Apple’s executive suite. What Happened: The company’s general counsel and head of governmental affairs are also on their way out. These exits have sparked concerns about Apple’s future, especially in the realm of artifici
Leaked internal documents have revealed that Meta Platforms Inc. (NASDAQ:META) projected a revenue of approximately $16 billion from scam advertisements and banned goods in 2024, which would account for nearly 10% of its total revenue. As per the documents, Meta was unable to prevent a flood of ads that exposed billions of users to fraudulent e-commerce and investment schemes, illegal online casinos, and the sale of prohibited medical products. These documents, which were dated December 2024, su
Thinking about what to do next with your San Miguel Food and Beverage shares, or maybe wondering if it's the right time to get in? You are definitely not alone. This is a market favorite, and it is impossible not to notice how the share price has both meandered and surged at different points over the last few years. While the past month has seen a minor dip of about 2.8%, and the year-to-date move is up just 0.3%, the bigger picture offers a bit more to consider. For starters, if you had...
San Miguel Food and Beverage (PSE:FB) is drawing investor attention, although there has not been any single headline event behind the recent moves. Sometimes markets blink for reasons that are harder to pin down, sparking questions for anyone weighing a potential buy or sell. It is moments like these, where signals seem mixed, that often set up the most interesting “what next” debates among shareholders. Looking at the numbers, the past year has brought a decent share of price swings for San...
Meta Platforms Inc. (NASDAQ:META) has reportedly invested a staggering $250 million to secure the talents of 24-year-old AI prodigy, Matt Deitke. What Happened: Deitke, a former doctoral student at the University of Washington, initially turned down Meta CEO Mark Zuckerberg‘s offer of around $125 million over four years. However, following a meeting with Zuckerberg, Deitke accepted a revised offer of approximately $250 million, with the potential to earn $100 million in the first year alone. As
Meta Platforms, Inc. (NASDAQ:META) is one of the 10 Trending AI Stocks on News and Ratings. On July 2, Cantor Fitzgerald analyst Deepak Mathivanan reiterated an “Overweight” rating on the stock with a $807.00 price target. The rating affirmation comes despite Meta facing the risk of daily fines of up to 5% of its daily revenue from the […]
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