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IBM says it’s acquiring HRL Laboratories to accelerate its roadmap in fault-tolerant quantum computing. But does that warrant buying IBM shares today?
AMD’s Microsoft deal for Helios rack-scale AI systems and next-gen Instinct and EPYC chips joins AMD's list of wins along with other AI industry favorites.
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Apple briefly overtook Nvidia as the world's most valuable company as investors embraced its AI strategy ahead of earnings.
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Susquehanna lowered its price target on SanDisk stock. But the firm’s downwardly revised estimates still call for massive upside in SNDK shares.
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Applied Materials is set to report its third-quarter results in August, and analysts expect a double-digit earnings increase.
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Amazon is cutting jobs as part of an internal reorganization in order to focus resources on higher-priority AI projects. Meanwhile, it continues to invest heavily in models, cloud infrastructure, and custom...
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Seagate appears well-positioned to deliver another strong quarter, supported by robust demand for high-capacity storage solutions.
Oil's spike toward $100 fueled both bullish and bearish long-dated options activity yesterday among some of the more popular stocks. Even Airjoule's speculative $5 call drew attention from options traders....
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Super Micro’s preliminary results for Q4 were impressive, but Wedbush analyst thinks Nvidia could ultimately walk away as the biggest winner.
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Wall Street is growing more bullish on CoreWeave as analysts see continued strength in AI infrastructure demand.
