News und Analysen

Memory chip manufacturer Micron (NASDAQ: MU) was slow to embrace the high-bandwidth memory (HBM) chip market. HBM is critical for artificial intelligence accelerators, providing the massive

Technology giants Apple (NASDAQ: AAPL) and Palantir Technologies (NASDAQ: PLTR) rank among the biggest companies in the world. While the iPhone manufacturer is currently the third-largest company by

CrowdStrike (NASDAQ: CRWD) did not treat Investor Day at Fal.Con 2025 as a routine update. Management leaned into what matters most to long-term shareholders: the cadence of net-new recurring

Billionaire investor Bill Ackman has become one of the hedge fund managers to watch in the modern era. Ackman runs the fund Pershing Square Capital Management, which is the investment manager of

Good old International Business Machines (NYSE: IBM) is treading new ground after all these years. On Sept. 23, Big Blue's stock is trading just 8% below the brand-new record highs it reached over

Broadcom (NASDAQ: AVGO) has been an early winner of the artificial intelligence (AI) buildout so far, but the market may still not be fully pricing in how big this opportunity could become over the

When investors think about artificial intelligence (AI) stocks, Intel (NASDAQ: INTC) is not the first name that typically comes to mind. The spotlight often shines on companies like Nvidia, Advanced

The rapid growth of artificial intelligence (AI) in the past three years has helped quite a few companies enter the trillion-dollar market cap club, including Nvidia, Broadcom, and TSMC. The good

Micron Technology (NASDAQ: MU) stock fell 2.8% through 3:15 p.m. ET Wednesday despite beating earnings and giving strong guidance last night.

Heading into its fiscal fourth-quarter 2025 report

Shares of Intel (NASDAQ: INTC) were outperforming on Wednesday, with the stock up as much as 5.6% before pulling back to a 3.2% gain as of 12:08 p.m. today as the broader market sold off.

Intel

Nvidia (NASDAQ: NVDA) is no stranger to investing in its customers. The company has put billions to work to expand the artificial intelligence (AI) ecosystem, aiming for more growth and investment

The rally in Alibaba (NYSE: BABA) stock continued today after the Chinese tech giant just announced plans to ramp up its spending on artificial intelligence (AI). That's been a winning approach for

Electronic design automation (EDA) and engineering simulation software company Synopsys (NASDAQ: SNPS) recently released a disappointing set of third-quarter earnings, resulting in a collapse in its

Netflix (NASDAQ: NFLX) made the recurring revenue strategy look dead simple: "Just" bill millions of people each month for a service that they aren't likely to cancel, reinvest the cash in

The secular trend of artificial intelligence provides plenty of investment opportunities. Semiconductor chip leader Nvidia (NASDAQ: NVDA) is a prominent stock choice. Another, lesser-known AI stock

Nebius (NASDAQ: NBIS) has been one of the most explosive stocks on the market this year. The artificial intelligence (AI) cloud infrastructure, or neocloud, company evolved out of the Russian tech

GoPro (NASDAQ: GPRO) is a surprising player in AI training, sharing revenue with content creators who allow their content to be used by AI giants. Is this a model that could save the company? We

The "Magnificent Seven" is a collection of some of the largest, most recognizable names in tech. How they perform can serve as a gauge of how the overall sector is doing. And with deep pockets, if

Prior to Oracle's (NYSE: ORCL) fiscal first-quarter earnings report on Sept. 9, the stock had already climbed roughly 33% on the year -- narrowly outpacing Nvidia's 27% gain over the same period.

Intel's (NASDAQ: INTC) stock price jumped over 22% on Thursday after Nvidia (NASDAQ: NVDA) announced a $5 billion investment in the chip manufacturer and a technological collaboration between the

Artificial intelligence (AI) stocks keep moving higher, and that's despite worries by some that AI is all hype and no substance. The VanEck Semiconductor ETF, which is flush with AI stocks, is

When investors think about quantum computing stocks, IonQ is often one of the first names that comes to mind. The company's trapped ion technology and deep integrations with major cloud providers