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Amir Salek spent four years doing something that looked a lot like walking away from the chip business. After founding and running Google’s Tensor...
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The AI data center boom is not cooling off, even if the buildings themselves badly need to. Microsoft and Oracle are sitting on huge...
Cathie Wood, chief of Ark Investment Management, often sees a broad market sell-off as a great opportunity to add to her favorite technology investments....
Phones have become costlier to build this year, and the reason sits far from any phone store. Memory chips, which hold photos and run...
I spend much of my working day online, moving among research, market data, writing, and trading platforms. I’ve come to appreciate how much I...
Amir Salek spent four years doing something that looked a lot like walking away from the chip business. After founding and running Google’s Tensor...
Walmart just handed Wall Street a mixed bag. Despite rising revenue and profits, shares of the big-box retailer fell more than 9%, following its...
Elon Musk rarely lets a grudge go quiet. On August 19, he posted eight words about an airline and a rival tech company. The...
Two legendary investors. One stock. Completely opposite positions. And one of them is sitting on a paper gain of roughly $2.27 billion. Back on...
Every automaker keeps a private list of products it knows how to build, could build tomorrow, and has quietly decided not to. The engineering...
With jet fuel prices continuing to sit at highs amid a lack of a ceasefire between the U.S. and Iran, numerous small and mid-size...
Materials have quietly climbed this year. At the same time, the options tied to the sector have gotten cheaper, trading closer to their five-year...
On August 19, Merck (MRK) said its personalized cancer vaccine had proved effective in a large, late-stage melanoma study, and Wall Street responded fast. ...
The simple answer is no. I encourage investors to ignore all the fear-mongering headlines claiming that nearly half of the data centers planned for...
Nvidia stock price dropped sharply last week as traders refocused on the upcoming earnings report that will provide insights into its revenue and profitability...