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Wedbush Securities managing director and global head of technology research, Dan Ives, joins Yahoo Finance to explain why he added Datadog (DDOG) and SK Hynix (000660.KS) to his IVES (IVES) exchange-traded fund (ETF).
Amid growing consolidation and heightened demand for edge and AI, major enterprise IoT players still with skin in the game are looking to ensure that the offering is integrated within wider business ecosystems.
Analysts are raising concerns about so called AI round trip accounting practices at Big Tech, including Oracle, where investments in AI startups reportedly cycle back as cloud revenue. These arrangements involve funding unprofitable AI groups such as OpenAI and Anthropic, which then commit to spend heavily on cloud infrastructure. While current rules allow this treatment, critics warn it may inflate reported cloud growth and obscure the underlying quality of revenue. For investors watching...
Snowflake's Q1 performance is likely to benefit from strong AI-driven customer growth, but rising AI costs, competition, and premium valuation cloud the outlook.
AMD’s rally continues as AI demand, cloud spending, and a major Taiwan expansion reinforce its position in the semiconductor boom.
Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.
Large-cap stocks have the power to shape entire industries thanks to their size and widespread influence. With such vast footprints, however, finding new areas for growth is much harder than for smaller, more agile players.
Bloom Energy just landed a $2.6 billion deal with Nebius. Here's why BE stock looks like one of the best AI infrastructure plays right now.
These cloud giants continue to report strong results.
The clean energy company is solving the AI power bottleneck immediately, removing grid reliance and doing so in an environmentally friendly way.
DTE Energy (NYSE:DTE) has signed a 1.4 GW power agreement to supply Oracle data centers, reinforcing its role in large scale digital infrastructure. The company has received approvals tied to a 1 GW Google project, supporting additional clean power needs in Michigan. DTE Energy has issued a request for proposals for 1 GW of new renewable capacity as part of its long term clean energy plan. A new partnership with Delta Electronics focuses on a microgrid project that aims to improve...
(Bloomberg) -- As big tech companies raise hundreds of billions of dollars to fund artificial intelligence investments, Wall Street banks are increasingly finding they have to trade more credit derivatives to keep doing business with the hyperscalers.Most Read from BloombergBungie Plans Layoffs After Ending ‘Destiny 2’ DevelopmentTrump’s 3,711 Trades Point to Multiple Stock-Market StrategiesTrump to Force Foreigners Seeking Green Cards to Go Home FirstUAE Joins Saudis, Qatar in Urging Trump Not
Oracle’s debt-heavy AI expansion shows how private credit has become both the fuel for the AI boom and one of its biggest hidden risks.
The S&P 500 Index ($SPX ) (SPY ) on Friday closed up +0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.58%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.42%. June E-mini S&P futures (ESM26 ) rose +0.35%, and June E-mini Nasdaq futures...
Oracle and Samsung Electronics have expanded their partnership to standardize semiconductor software development on Oracle Java SE Universal Subscription. Samsung plans to use Oracle Java globally across its semiconductor operations to unify application development and address security and compliance needs. The agreement deepens Oracle's role in supporting software for sensitive, high value semiconductor engineering. For investors watching NYSE:ORCL, this new agreement with a leading global...
SoftBank shares surged over 30% in two days as OpenAI edges closer to a historic IPO. Here's what investors need to know before buying the stock.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.50%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.63%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.73%. June E-mini S&P futures (ESM26 ) are up +0.47%, and June E-mini Nasdaq futures...
IBM (NYSE: IBM) surged 12.4% to close at $252.97 on May 21, 2026, after the Commerce Department announced $2.0 billion in quantum computing grants to nine companies. The headline? IBM secures $1 billion in government funding for a new quantum chip foundry called Anderon, with IBM matching the investment dollar-for-dollar. The stock's reaction was swift and decisive.
ORCL and CRWV are riding the AI infrastructure demand, but differences in growth, profitability and valuation may shape investor choice.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.54%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.70%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.53%. June E-mini S&P futures (ESM26 ) are up +0.50%, and June E-mini Nasdaq futures...
CRM's Q1 performance is likely to have witnessed the benefits of continued digital transformation and the increasing adoption of generative AI-enabled solutions.
Wall Street firms raised price targets after strong cloud growth and expanding AI demand.
Shares in Ceres Power Holdings PLC (LSE:CWR, OTC:CPWHF), the clean energy technology group, jumped 17% to 779.3p on Friday after UBS raised its price target to 970p from 570p, citing a dramatic increase in expected royalty income from manufacturing partners. The investment bank, which...
3M (NYSE:MMM) has joined a multi source agreement with major technology companies to standardize expanded beam optical connectivity for AI infrastructure. The alliance includes firms such as AMD, Cisco, Meta, and Oracle, and targets open, interoperable specifications for hyperscale data centers. The agreement focuses on accelerating deployment of next generation optical interconnects that support robust, scalable AI systems. For investors watching NYSE:MMM, this move comes with the stock...
From commerce to culture, software is digitizing every aspect of our lives. Companies bringing it to life have been rewarded with high valuation multiples that make fundraising easier, but they have weighed on the returns lately as the industry has pulled back by 7.3% over the past six months. This performance is a stark contrast from the S&P 500’s 13.2% gain.
