Tag: Microsoft Corp

Broadcom stock plunges 11% on weak software sales, unchanged AI chip forecast for the year

My guide to the IPOs of SpaceX, OpenAI and Anthropic — including the one I really want to buy

Micron is breaking the mold of the trillion-dollar company by multiple measures

Stocks making the biggest moves midday: Cerebras, Microsoft, ServiceNow, Papa John’s & more

Bill Ackman built Microsoft stake in first quarter during sell-off, betting on AI and cloud growth

Memory chip makers are looking at a ‘supercycle’ and ‘windfall gains.’ The stocks jumped 30% in one week

Nvidia embraces role of AI investor, pushing past $40 billion in equity bets this year

Nvidia, Corning partner on massive optical fiber deal that may be a game changer for AI

Big Tech earnings show how big, smart spending can be rewarded by the market

Markets are underpricing the risk of Middle East pullback in AI, says tech investor Jack Selby