Tech Stock News

The chipmaker already pledged up to $10 billion to the Claude maker last year. What would a second check buy?

The "force majeure" shows how complicated it has become to construct a data center on time.

Remarkably, the data storage company is priced at close to value-stock levels.

AMD looks like a great buy, while ARM Holdings' stock has gotten ahead of itself.

The market certainly has high hopes for the company.

Figma is growing fast but faces AI-disruption risk and has yet to achieve consistent profitability. UiPath has solved its profitability problem and is trading at depressed valuations, but spent years testing investor patience to get here.

ASML holds a monopoly on the machines behind leading-edge chips, while Qualcomm's lower valuation comes with slowing growth and heavy customer concentration.

Palantir's hypergrowth and profitability are rare at this scale, but the valuation leaves little room for error. Figma's growth reacceleration is encouraging, but the path to consistent profitability is still being established.

The best-performing Magnificent Seven stocks are AI leaders.

Artificial intelligence is the brain, but the rest of the robot still needs these boring chips to operate.

One company is racing to build data centers fast enough to meet AI demand. The other is defending its core tax and accounting business against AI disruption. Both carry risks worth understanding.

The "Magnificent Seven" ETF finally topped the record high it set in May.

Broadcom's AI growth is accelerating, but the path from custom chips and networking to a higher valuation depends on a few critical variables. Here's what investors should watch next.

AMD's AI opportunity is getting larger, but so are the expectations built into the stock. Here are the numbers, competitive advantages, and risks investors should be watching now.

Both companies are years from commercial scale and burning cash to get there. The difference is in how long each can keep going.

While Micron is set for another strong quarter, a blowout quarter is unlikely to lift the stock on its own.

Shopify is delivering growth and profitability simultaneously. MercadoLibre is trading profit for market share across Latin America.

Memory industry participants Micron and Lam Research could soar after Sept. 30.

Nvidia stock is trading at a historically low valuation.

Investors don't need to be concerned about Amazon's spending, as it's providing tangible returns.