Tech Stock News

Two foundational artificial intelligence (AI) stocks have billionaire David Tepper's undivided attention.

Englander's bet on SpaceX isn't paying off -- at least not yet.

2026 was supposed to be a breakout year for Serve's business.

There are questions the artificial intelligence boom has raised that investors will have to wait to get answered.

Sandisk's future is out of its hands.

The insider's sale came after the stock soared 127% over the past 12 months.

Microsoft and AMD are deepening their relationship.

Apple's net income margin sits at 27%, while CoreWeave operates at -24%, a stark profitability divergence that complicates any direct comparison.

The cloud computing infrastructure provider reported a notable insider sale as its stock soared 317% over the past 12 months.

AMD's year-over-year growth is accelerating while monday.com's is slowing, but the latter posted consistent quarter-over-quarter revenue increases.

The data center developer's AI cloud business just received a major boost.

Most of that loss was paper. Still, today's premium price assumes profits that haven't arrived yet.

The number rattling the market is a modeled ceiling on future deals. The number the chipmaker has actually signed is much smaller — for now.

The memory maker is earning more in a quarter than it once did in its best full years. Its own income statement shows what has happened after every peak like this.

The stock rallied on a good day for chip stocks, while multiple Wall Street analysts delivered positive notes.

Morgan Stanley sounds the alarm on hyperscaler creditworthiness. Should Microsoft investors be worried?

Amazon and Alphabet are benefiting from their massive investments in AI and space companies, but those investments come with greater exposure to private-market valuations and liquidity constraints.

AppLovin shares are down more than 50% this year.

Could this be big tech's "big tobacco" moment?

Wall Street is increasingly bearish on the adtech specialist.