AI & Quantum Computing
Bloom Energy’s AI-Powered Rally Faces a Reality Check Next Week
The math behind Bloom Energy’s staggering share price ascent is deceptively simple: artificial intelligence consumes vast amounts of electricity, and...
Alibaba Turns the Pricing Screw on Cloud Services as AI Spending Spooks Investors
The Chinese e-commerce and cloud computing giant is pursuing a high-stakes strategy: pouring billions into artificial intelligence infrastructure while simultaneously...
Salesforce Stock Sinks 31% This Year Despite $25 Billion Buyback and Google AI Deal
The disconnect between corporate strategy and market sentiment has rarely been starker than at Salesforce right now. While management rolls...
Nvidia’s $5 Trillion Club Entry Masks a Troubling Gap With Rivals
Nvidia’s stock closed at a record $208.27 on Friday, pushing its market capitalization beyond $5 trillion for the first time....
D-Wave Quantum Faces a Pivotal Earnings Test as Nvidia Euphoria Fades
The wild ride for D-Wave Quantum shares is entering a more sobering phase. After surging from roughly $13 to above...
Tesla’s Robotaxi Milestone Arrives, but a $5 Billion Spending Shock Steals the Spotlight
Elon Musk finally delivered the proof investors had been waiting for: the first driverless Cybercab has rolled off the production...
Oracle’s Supply Chain Pivot Sparks a $225 Vote of Confidence From Wedbush
A cancelled order worth more than a billion dollars sent Oracle’s stock into a tailspin on Thursday, but the episode...
Infineon’s 25-Year Milestone: How AI Data Centers Are Rewriting the Chipmaker’s Story
The semiconductor sector's AI-driven momentum has propelled Infineon to a landmark it hasn't touched in a quarter-century. On Friday, the...
Microsoft’s $281 Billion OpenAI Question Looms Over a Make-or-Break Earnings Report
When Microsoft reports fiscal third-quarter results after the US market close on Wednesday, the numbers will be only half the...
Micron’s Washington Play: How Lobbying and AI Demand Converged at 424 Euros
Micron Technology closed the week at a fresh 52-week high of 424 euros, marking a near-10 percent gain in seven...
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