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Jim Cramer watched the same stocks that sparked a June melt-up lose half their value on identical earnings numbers, and he has a pointed explanation for why the market is punishing good results while rewarding Twinkie makers.
Berkshire's Apple story isn't over.
IBM and research partners show how quantum calculations can be checked for accuracy in real time in three new papers.
The cash leaves now. The earnings hit arrives later, on a six-year schedule the company set itself.
Alphabet increased its annual CapEx target last week, which pressured shares of hyperscalers including Amazon at the time. Microsoft, reporting on Wednesday, maintained its CapEx view.
Amazon is set to report earnings Thursday after the close. Its AWS cloud service will play an outsized role in the company’s results.
Shares in Chinese data centre supplier Zhongji InnoLight tumbled more than nine percent in its Hong Kong debut on Thursday, after raising at least US$6.8 billion in the city's biggest IPO for seven years, driven by a demand for AI components.The Shenzhen-listed firm priced its shares at HK$980 on Thursday, raising about HK$53.4 billion (US$6.8 billion), the most since Chinese tech behemoth Alibaba listed in the city in 2019.
Alphabet's Google DeepMind has disbanded its dedicated AlphaFold team and reassigned researchers to work on the Gemini large language model and other scientific projects. AlphaFold development will continue within wider scientific programs that span areas such as enzyme design, nuclear fusion, genomics, and drug discovery. This move reshapes how some of DeepMind's most recognized researchers are deployed and indicates a broader push to embed foundational AI across multiple fields. Alphabet,...
SEOUL—One of the world’s biggest memory-chip makers reported a record $64 billion quarterly profit on Wednesday—and its stock price still fell nearly 10%. Welcome to the most fickle of stock markets, where earnings that would have been unthinkable a year or two ago are now treated as a disappointment. SK Group, which controls SK Hynix, announced a $500 billion partnership with Nvidia for next-generation memory supply and AI data centers, giving details about an agreement reached earlier.
Microsoft beat fourth-quarter sales and profit expectations, with its Azure cloud posting 43% growth.
Meta fell and Microsoft rallied after sending very different signals on how they’re monetizing their massive AI outlays.
While the Waymo Driver handles autonomous navigation, Gemini empowers riders with voice or touch controls for cabin settings, journey details, local recommendations, and general knowledge, the company said.
ARM (NASDAQ:ARM) reported record first-quarter fiscal 2027 results, with revenue rising 22% year over year to $1.29 billion as demand for its computing platform expanded across cloud AI infrastructure, edge devices and physical AI applications. Chief Executive Officer Rene Haas said the company del
Passenger experience could become the next competitive battleground.
D.A. Davidson head of technology research Gil Luria joins the Market Domination Overtime team in reacting to Meta Platforms' (META) second quarter earnings results.
If the AI trade fails to deliver, foreign investors will exit U.S. equities, Apollo Chief Economist Torsten Sløk said in an interview.
Arm Holdings forecast second-quarter revenue above Wall Street estimates on Wednesday, signaling strong demand for its energy-efficient chip designs for AI data centers. Demand for Arm's chip architecture has surged as companies like Alphabet and Amazon.com build custom AI chips, boosting the company's licensing revenue and royalties as more complex chips are shipped to data centers. Revenue from royalties, which Arm collects on each chip shipped using its technology, rose 22% to $715 million in the first quarter, while licensing revenue grew 23% to $574 million.
The Facebook parent now expects 2026 capital expenditure to be between $130 billion and $145 billion, compared with its prior forecast of $125 billion to $145 billion. Meta said it now expects full-year 2026 total expenses to be in the range of $165 billion to $169 billion, compared with its prior forecast of $162 billion to $169 billion.
Berkshire Hathaway Inc (NYSE:BRK.A) shares are trading at an 8% discount to intrinsic value, UBS said, raising its price target on the conglomerate ahead of its second-quarter earnings release. UBS lifted its target to $877,848 for Class A shares from $854,596, and to $585 for Class B shares....
Phillip Securities upgraded Alphabet after its earnings selloff but lowered forecasts to account for enormous AI spending.
Alphabet stock plummeted last week after its earnings release.
Investors will look beyond earnings to see whether AWS growth is keeping pace with rising AI investment.
Google spent a decade keeping its most powerful AI chips locked inside its own data centers, but something changed on the last earnings call that has one investor aggressively adding shares before year end.
Moby summary of Fiverr International Ltd.'s Q2 2026 earnings call
When two storm clouds hung over Alphabet, a Columbia-trained value investor saw a rare window to buy one of history's greatest businesses at a discount. Now a third cloud is forming, and the stakes are far higher than the first two.
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