Tech Stock News

Arm trades at a 125x forward P/E versus ASML's 27.9x, yet both command premium valuations for their monopolistic positions in mobile and chip manufacturing, respectively.

Nvidia is guiding for 70% top-line growth in its next fiscal year, but the chipmaker has regularly proven too conservative with its guidance in the past.

The software maker is growing faster than ever, yet its shares sit about where they were a year ago. So is the stock finally reasonably priced?

It's one of four key sector holdings in the company's portfolio.

This expensive quantum computing stock isn't growing as fast as it seems.

Investors are growing increasingly concerned about AI-powered threats.

SpaceX stock has rebounded nicely since its prior sell-off, but can the momentum last until its next earnings report?

Meta has fallen behind the other frontier labs recently, but that may have changed with the introduction of the Muse app.

Arista Networks and Vertiv Holdings give investors two long-term ways to play the AI boom beyond the crowded chip trade.

After decades of spinoffs and separations of various parts, GE Aerospace is now trending toward integration.

A look at what would happen if history repeats itself.

SK Hynix boasts a 44% net margin and trades at 5.8x forward P/E, while AMD commands a 63x multiple despite stronger growth.

How bottlenecks in the power generation space could benefit companies such as Emphase and Bloom Energy.

There are much better AI stocks to invest in right now.

One company is riding explosive AI connectivity demand with triple-digit growth. The other is navigating smartphone headwinds while building promising new businesses in automotive and data centers.

Rigetti Computing has been very volatile over the past few years.

Four quarters at the memory maker's guided pace would surpass what the software giant earned in its record fiscal 2026. Whether the pace holds hinges on memory prices.

Bill Ackman sold Alphabet and bought Meta Platforms during Q2.

Nvidia’s chief offers a new clue about future sales.

Investors can add the fast-growing AI lab to their portfolios indirectly by picking up shares of Zoom Communications.