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Oracle's AI Spending Bill Keeps Growing: Capex Could Hit $100 Billion As Stargate Expands
Oracle's AI Spending Bill Keeps Growing: Capex Could Hit $100 Billion As Stargate Expands
Oracle (ORCL) stock falls on debt-funded AI spending concerns, pre-earnings profit-taking and tech selloff. BNP Paribas analyst bullish with $283 target.
Beyond Smartphones: Qualcomm Investor Day Could Unveil Major AI, Data Center Push
Beyond Smartphones: Qualcomm Investor Day Could Unveil Major AI, Data Center Push
Qualcomm (QCOM) stock falls 8% during a broader chip sell-off, but JPMorgan raises its price target.
Billionaire Investor Backs Meta And Alphabet As AI Spending Surges
Billionaire Investor Backs Meta And Alphabet As AI Spending Surges
Daniel Loeb added Meta and Alphabet shares in Q1, increasing exposure to two of the biggest beneficiaries of AI growth.
Apple Stock Could Finally Have Its AI Moment At WWDC: Ives says 'Expect Fireworks'
Apple Stock Could Finally Have Its AI Moment At WWDC: Ives says 'Expect Fireworks'
Apple hosts the WWDC event next week. Wedbush analyst Dan Ives sees the event as a key catalyst to show the company's AI monetization efforts.
Momo Aggressively Buys Semiconductor Dip; Big Setback For SpaceX; Blowout Jobs Report
Momo Aggressively Buys Semiconductor Dip; Big Setback For SpaceX; Blowout Jobs Report
Blowout Jobs Report
Think The Cash In Your Brokerage Account Is FDIC-Insured? Think Again
Think The Cash In Your Brokerage Account Is FDIC-Insured? Think Again
The protection behind a bank deposit and the protection behind a brokerage balance come from two different systems with two different rulebooks.
Bill Ackman, Dan Ives Pile Into The Same 4 stocks – What Do They See Coming?
Bill Ackman, Dan Ives Pile Into The Same 4 stocks – What Do They See Coming?
Bill Ackman and Dan Ives have four stocks in common across their investment portfolios.
Jim Cramer Says A $4 Trillion SpaceX Could Force Investors To Dump Nvidia, Apple And Microsoft
Jim Cramer Says A $4 Trillion SpaceX Could Force Investors To Dump Nvidia, Apple And Microsoft
Jim Cramer warns investors may be selling Nvidia, Apple, Amazon and Microsoft as excitement builds around a potential $4 trillion valuation for SpaceX.
UnitedHealth Positioned As AI Leader: Analyst
UnitedHealth Positioned As AI Leader: Analyst
Morgan Stanley names UnitedHealth its top managed care pick, citing AI-driven growth, efficiency gains and improving operations.
Blackstone Mortgage And Starwood: Similar Reserves, Different Structures
Blackstone Mortgage And Starwood: Similar Reserves, Different Structures
Polysilicon Maker Daqo New Energy To Produce Electrical Infrastructure For AI Data Centers
Polysilicon Maker Daqo New Energy To Produce Electrical Infrastructure For AI Data Centers
Why Is Broadcom Stock Falling Friday?
Why Is Broadcom Stock Falling Friday?
AVGO falls again in premarket after AI revenue guidance fails to impress Wall Street. Is this Broadcom selloff a buying opportunity?
Can You Buy Stripe Stock Before It Goes Public?
Can You Buy Stripe Stock Before It Goes Public?
You cannot buy Stripe the way you buy Apple or Tesla, at least not yet.
Nvidia's AI Infrastructure Deepens as Apple Moves Siri Workloads to Cloud GPUs
Nvidia's AI Infrastructure Deepens as Apple Moves Siri Workloads to Cloud GPUs
Nvidia AI chip dominance now powers Apple's Siri via Google Cloud. Here is what that structural shift means for investors today.
Arista Networks Stock Up Nearly 6% After Key Trading Signal
Arista Networks Stock Up Nearly 6% After Key Trading Signal
A key trading signal flashed for Arista Networks Stock at a price of $158.51, after which ANET rose nearly 6% to an intraday high.
EXCLUSIVE: China Added 10 Times More Power Capacity Than The U.S. Last Year — Why This CEO Sees An AI Warning Sign
EXCLUSIVE: China Added 10 Times More Power Capacity Than The U.S. Last Year — Why This CEO Sees An AI Warning Sign
China's power buildout is dramatically outpacing the U.S., warning that electricity—not chips—could determine who wins the AI race, Hyliion CEO told Benzinga.
C3.ai: Restructuring Seems Largely In Rearview Mirror, Founder Returns As CEO
C3.ai: Restructuring Seems Largely In Rearview Mirror, Founder Returns As CEO
C3.ai posts upbeat Q4 results. Wedbush analyst reiterated Outperform rating & $15 target, DA Davidson maintained Underperform & $7 target.
Wall Street May Be Mispricing Medtronic, Analyst Says
Wall Street May Be Mispricing Medtronic, Analyst Says
BTIG upgrades Medtronic (MDT) to Buy with a $90 target after a strong Q4 revenue beat and accelerating organic growth. Read more.
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