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More robo-taxis would give Tesla stock a boost. Scaling the self-driving taxi business, however, has been harder than investors expect.

Intel's operating margins jump as AI PC demand, Xeon growth and cost discipline boosted profitability. Can the momentum drive further upside?

Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Premier Strategy” second-quarter 2026 investor letter. You can download a copy here. Despite economic uncertainties, US equities rose in Q2, driven by resilient growth and broadening leadership. Confidence was restored despite ongoing uncertainties, with the S&P 500® and Nasdaq achieving their […]

Nebius Group NV (NASDAQ:NBIS) is one of the 10 Best AI Stocks to Watch in July. On July 2, Nebius Group NV (NASDAQ:NBIS) received some analyst attention on Wall Street as a result of Meta’s entry into the cloud computing business. Stefan Slowinski of BNP Paribas has a Neutral rating on the stock, partly because […]

BofA Securities reiterated its ‘Buy’ rating on Meta after a Reuters report said the company is ramping up its AI infrastructure with a custom-designed chip.

The UK government has formally classified major cloud computing providers, including Microsoft (NASDAQ:MSFT), Google (NASDAQ:GOOG), Amazon (NASDAQ:AMZN) and Oracle (NYSE:ORCL), as critical third-party suppliers to the country’s financial services industry, subjecting them to direct regulatory supervision. The decision is intended to strengthen the resilience of banks, insurers and financial market infrastructure by reducing the risks associated with cyber incidents, operational failures and tech

Jefferies survey shows AppLovin posting the largest e-commerce ad share gain in 2026

Recent developments in the cloud AI segment within the architecture industry highlight significant growth opportunities driven by increasing urbanization and demand for efficient design processes. The market for generative AI in architecture is projected to grow rapidly, fueled by advances in CAD software and the adoption of AI-powered design tools. This evolution is further supported by trends in smart city development, sustainability mandates, and cloud-based collaboration platforms...

U.S. policy questions are growing over advanced AI services used by Chinese-owned companies.

The move is designed to protect the country’s financial system and make sure they have measures in place to support outages or disruption.

Megacap stocks dominate their sectors and their actions influence economies worldwide. The flip side though is that their sheer size means they have less room for explosive growth as scale works against them.

After a sharp slide, Palantir's stock is testing a price floor that has held strong before, forcing investors to decide if the company's explosive growth is enough to command a fourth defense.

Wall Street analysts made bold moves Friday, reshuffling ratings across storage REITs, cloud communications, luxury homebuilders, and tech giants in ways that could reshape your portfolio heading into a pivotal earnings week.

Amazon.com, Inc. (NASDAQ:AMZN) was among the stocks Jim Cramer shared his opinions on during Mad Money. Cramer mentioned the stock during the episode and commented: It’s the final area, the third flows of funds that really astounded me. I’m talking about a gigantic amount of money flew into what’s become the last place on earth […]

Niles Investment Management founder and portfolio manager Dan Niles shares his perspective on Microsoft (MSFT) in the AI landscape.

The U.K. government designated Microsoft, Alphabet, Amazon and Oracle as Critical Third Parties to strengthen and safeguard the country’s financial systems.

The streamer may be exploring a pivot away from its roots in a bid to boost engagement and revive its faltering shares.

Small-cap stocks have outperformed in 2026 so far, but it could be just the beginning.

LONDON, July 10 () - Britain has designated cloud service providers Microsoft, Google, Amazon and Oracle as ‌critical third-party suppliers to its financial sector, bringing them ‌under direct regulatory oversight. The move is aimed at strengthening the resilience ​of financial firms by reducing the risk of widespread disruption from cyber attacks or technology outages.

Haaland's Solana meme coin surges as a Google Easter egg and World Cup goals fuel trader and collectible demand.

A rare bacterium turned up in Cheyenne wastewater months before the public learned about it, and now Congress wants Meta to explain what happened inside its $800 million Wyoming data center and where the contaminated water went next.

OpenAI (NASDAQ:OAI) and Alphabet’s (NASDAQ:GOOGL) Google have supplied advanced artificial intelligence services to Singapore-based subsidiaries of Alibaba (NYSE:BABA), Baidu Inc (NASDAQ:BIDU) and Tencent Holdings Ltd (NASDAQ:TME), despite the parent companies appearing on the Pentagon’s blacklist, according to a Financial Times report published on Friday. Shares of Alphabet were little changed in premarket trading, while U.

Taiwanese memory chipmaker Nanya Technology said on Friday it plans capital spending of more than ‌T$200 billion ($6.2 billion) next year, roughly four times this year's figure, ‌amid soaring demand for memory chips as it rides an AI boom. President Pei-Ing Lee told ​an online press briefing that the preliminary expenditure plan aims to help ramp up spending on a new plant, although the budget has yet to receive board approval. Lee was speaking after Nanya reported unaudited second-quarter revenue of ‌T$82.55 billion, up 684% from ⁠a year earlier.

After years of touting ambitious climate goals, big tech companies are now facing new scrutiny over what they disclose about AI's environmental footprint.

Dylan Field argues that AI will make great design more valuable, not less, as the debate over whether generative AI will replace designers gathers pace.

Investors tend to overlook fines and regulatory issues. A new $1 trillion case against Meta suggests they start paying attention.

In recent months, Digital Turbine has expanded its AI-focused mobile growth platform through new partnerships with Databricks, Google Cloud, and European carrier Orange, while its Chief Accounting Officer completed a routine tax-withholding share disposition that did not issue new stock. These developments highlight how deeper AI integration and international carrier agreements are reshaping Digital Turbine’s role in global app distribution and mobile advertising. Next, we’ll examine how the...

<p>A rough year for most of the megacaps has opened the door for funds that tilt away from the biggest stocks.<br> </p>

A former Bitcoin miner is about to make its biggest debt raise yet and the money is going straight into artificial intelligence. TeraWulf Inc. (NASDAQ: WULF) is preparing to raise approximately $3.5 billion in debt to build a new data center campus in Kentucky, Bloomberg reported on Thursday, ...

Asking for a Trend Host Josh Lipton previews several of the biggest stories to come tomorrow, Friday, July 10, including SK Hynix (000660.KS) making its debut on the Nasdaq, Delta Air Lines (DAL) earnings, monthly sales results from Taiwan Semiconductor Manufacturing Co. (TSM), and the pending approval of Congress' housing affordability bill.