Tech Stock News

Is Meta a customer or a competitor? Or is it both?

Intel has joined the AI infrastructure party, but that doesn't make its stock a buy.

This company is completely dependent on its collaborations and milestone payments to survive.

Amazon has already guided for $200 billion of artificial intelligence (AI)-related capital expenditures in 2026.

Three of the biggest AI budgets on Earth seem to just keep growing. The company selling the hardware fell anyway.

Infleqtion is securing the right partnerships and customers that can set it up for a multiyear run when quantum computing is commercialized.

The same infrastructure investments that stalled one tech giant's software deals could fuel another's.

The multiple has come down while the growth rate has gone up. Wednesday decides whether that gap is an opportunity or a warning.

China's memory champion just raised $8.5 billion to chase the AI memory boom.

Alphabet just raised capital and reaffirms guidance again.

Both stocks are cheaper than the S&P 500.

The telecom already has a plan for every dollar of its massive free cash flow stream -- and investors should love it.

Texas Instruments' analog chips act as the middlemen between the electric grid and AI chips.

Microsoft stock has struggled this year.

Quantum computing pure plays may tempt investors, but the better stock pick may be the megacap that's providing a bridge between quantum systems and classical supercomputers.

Apple has a headstart, but it's not stable.

Marvell maintains a commanding revenue lead, but UiPath's latest quarter shows accelerating growth that narrows the gap.

The neocloud company's stock has plunged, but its business model hasn't suddenly broken.

Rising capital expenditures and tightening margins are not a good combination.

MercadoLibre's narrowing margins have grabbed investors' attention, but they may not tell the full story.