International Business Machines (NYSE:IBM) shares are up on Tuesday. On Monday, the company disclosed an expanded collaboration with NVIDIA to enhance AI capabilities for enterprises. The collaboration aims to operationalize AI at scale, addressing challenges that many enterprises face in…
Micron Technology Inc. (NASDAQ:MU) has become one of Wall Street's most explosive AI winners — leaping 533% since last April's tariff-driven selloff. MU stock is moving. See the chart and price action here. HBM Demand is Soaring Once overshadowed by…
AI may be rewriting the rules of warfare. But someone still has to build the drones. That's where the emerging dynamic between Palantir Technologies Inc. (NASDAQ:PLTR) and Ondas Inc (NASDAQ:ONDS) comes into focus — one supplying the intelligence layer of…
On of Wall Street's most crowded trades just hit a wall. On Tuesday morning, more than $600 billion in market value was erased from the world's largest technology and semiconductor companies as escalating conflict in Iran triggered an energy-price shock…
Advanced Micro Devices Inc. (NASDAQ:AMD) unveiled new AI-focused desktop processors at Mobile World Congress 2026 as it pushes deeper into the next wave of AI-capable personal computers. AMD Expands AI PC Lineup With New Ryzen Chips AMD rolled out new…
For most of the period following the 2008–09 financial crisis, markets repeated the same mantra: own growth, own tech, ignore the rest. Capital-light business models dominated. Software scaled. Margins expanded. With interest rates pinned near zero and liquidity abundant, the…
The first week of February brings a Super Bowl of earnings with over 100 S&P 500 members, headlined by hyperscale heavyweights, pharmaceutical giants and Main Street favorites. AMZN stock is moving. See the chart and price action here. Here's a…
Earnings season is in full swing with reports this week from three of the so-called “Magnificent Seven” names — Tesla, Inc. (NASDAQ:TSLA), Microsoft Corp. (NASDAQ:MSFT) and Meta Platforms, Inc. (NASDAQ:META) — plus defense primes, telecoms and more. Read on for…
U.S. companies, led by Boeing Co. (NYSE:BA), have secured foreign government procurement contracts worth $244 billion in 2025, with the assistance of the U.S. Commerce Department. Boeing Orders Drive 2025 Export Surge The U.S. Commerce Department’s International Trade Administration (ITA) reported that the value…
At CES 2026, Nvidia Corp (NASDAQ:NVDA) didn't just showcase another AI capability — it reframed where its next growth engine could come from. CEO Jensen Huang described Alpamayo as a "ChatGPT moment for physical AI," signaling that NVIDIA's AI ambitions…
