Tech Stock News

AMD and Nvidia are closely linked.

Tepper's hedge fund has finally liquidated its position in Lyft and just doubled down on Uber.

The search giant lined up another custom silicon partner this summer. It also negotiated something a purchase order never includes: the right to buy its supplier's stock at a fixed price.

Higher oil prices have been stoking EV demand.

This has been one of the most volatile AI companies on the market.

Cloudflare is likely one of the winners from the proliferation of agentic AI.

The management team is likely pleased with the inflection of sales.

Defending itself from lower-cost substitutes is at the top of management's mind.

Its biggest customer is signing deals with competitors, which is unnerving investors.

Restructuring efforts are starting to payoff.

The management team is optimistic about its prospects.

Cisco is accelerating revenue growth.

Applied Digital is one of the fastest-growing enterprises in the world.

The rising effectiveness of artificial intelligence is fueling demand for Nebius' products and services.

The memory maker is putting a decade of money behind research meant to outlast the boom paying for it.

Ubiquiti just delivered big sales and earnings beats, but investors focused on something else.

Anyone still holding shares from the $20 billion stock sale that priced on Aug. 10 is down on the trade. What would it take to get them back to even?

Arista Networks is growing faster and more profitably than Salesforce right now, but investors are paying a premium for that performance.

A semiconductor sell-off hit Micron hard, but investors shouldn't be too nervous.

Nvidia is leagues ahead of its rivals in the lucrative AI chip market.