News und Analysen

Marvell Technology (NASDAQ: MRVL) is quietly becoming a vital part of the AI data center boom -- but most investors are missing it. With custom chip deals, a $5B buyback, and deep collaborations

The U.S. economy has undergone a paradigm shift over the past two decades. In 2005, the two largest publicly traded companies in the U.S., when measured by market cap, were energy giant ExxonMobil

IBM (NYSE: IBM) is regarded by some as one of the biggest busts in artificial intelligence (AI).

The legacy tech giant was early to the technology with its Deep Blue chess computer and Watson

Considering that it's such a dominant and innovative tech business, it's a bit surprising that Apple (NASDAQ: AAPL) so far hasn't been much of a leader in the artificial intelligence (AI) race. That

Union Bancaire Privee, an independent Swiss bank and wealth management company, reported a significant purchase of Cisco Systems(NASDAQ:CSCO) shares, adding 1,012,804 shares in trades during Q3

When Nvidia (NASDAQ: NVDA), was getting started in the 1990s, Intel (NASDAQ: INTC) was dominating the semiconductor chip industry. Now, the fortunes of these companies have flipped. Today, it's

Shares of semiconductor chip leader Nvidia (NASDAQ: NVDA) have been riding a rocket ship, particularly after the astounding announcements of investments in Intel and ChatGPT creator OpenAI. The

Any way you look at it, Microsoft (NASDAQ: MSFT) is a juggernaut. Its Windows operating system is used in over 70% of desktop PCs. Millions of people use Microsoft's productivity software. Microsoft

September is a wrap, and it was a good one for the market. All major asset classes posted gains during the month. But one equity asset class had to beat the rest, and last month, it was stocks in

Over the last few years, hyperscalers such as Microsoft, Alphabet, Amazon, Meta Platforms, and Oracle have invested hundreds of billions of dollars into building massive data centers to power

The rise of artificial intelligence (AI) has created a handful of absolutely massive companies. Just three years ago, one company, Apple, sported a market cap exceeding $2 trillion. Today, five

The Magnificent Seven stocks earned that name for a good reason -- they've delivered a magnificent performance, helping drive the S&P 500 to double-digit gains over the past two years. These players

Shares of Intel (NASDAQ: INTC) rallied 37.8% in September, according to data from S&P Global Market Intelligence.

Intel had already experienced a momentous month in August after the U.S. government

Nebius Group (NASDAQ: NBIS) has emerged as a potential superstar in one of the world's biggest growth industries: artificial intelligence (AI). The AI market has grown into the billions of dollars

Nvidia (NASDAQ: NVDA) and Microsoft (NASDAQ: MSFT) both made big bets on OpenAI, but they are coming at the opportunity from very different directions. Nvidia's move is about keeping its chips at

As the artificial intelligence (AI) data center race continues to escalate, a string of massive deals has been announced in recent weeks that involve big tech companies like Alphabet or Microsoft

Intel (NASDAQ: INTC) has been on a deal-making spree over the last few months.

In mid-August, the chipmaker secured a $2 billion investment from SoftBank, just ahead of an $8.9 billion investment

Ten companies traded on U.S. stock exchanges currently have market values of at least $1 trillion, and nine are deeply involved in artificial intelligence (AI). They are listed in descending order

Since debuting on the public markets earlier this year, CoreWeave (NASDAQ: CRWV) has swiftly established itself as a central character in the artificial intelligence (AI) infrastructure narrative.

Before the unprecedented levels of artificial intelligence spending lifted Nvidia to new heights, Apple (NASDAQ: AAPL) was long the most valuable company in the world. The consumer technology

Microsoft (NASDAQ: MSFT) is seeing growing concerns among investors who feel the company is spending too much on artificial intelligence (AI).

*Stock prices used were the afternoon prices of Oct. 1

Artificial intelligence (AI) has become a major disruptive force, transforming businesses and reshaping our daily lives worldwide. Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL) and Amazon (NASDAQ: AMZN)

A tailwind from the artificial intelligence (AI) boom, along with an apparent breakthrough in quantum computing, helped push IBM (NYSE: IBM) stock back to near-record levels in September. IBM stock

In January 2024, Office 365 quietly reached 400 million paid seats. Microsoft (NASDAQ: MSFT) products are as integrated into our professional lives as meetings that could've been emails, but these

Many investors don't readily think of dividends and tech together, but there's more than meets the eye with this union.

Talk to enough experienced dividend investors and chances are they'll rattle