Tech Stock News

Nvidia's latest quarter hit $81.6 billion while Marvell reached $2.4 billion — a 34x gap that's only widened over eight quarters.

Meta's next quarterly report will be about far more than ad revenue -- it could reveal whether Zuckerberg is building the world's next AI cloud giant or simply spending at an unprecedented pace.

Google just gave investors another reason to love Micron stock.

The real estate investment trust best known for specializing in brick-and-mortar retailing is getting into an unlikely -- but brilliant -- business.

Astera Labs has posted eight straight quarters of growth while AMD's revenue has stalled, narrowing a once-massive gap.

Each of these companies is enjoying significant tailwinds.

Insiders' lock-up agreements will begin to expire in August, allowing more shares to be sold to the public.

The AI data center build-out has transformed the market for high-bandwidth memory.

There's more than one way to get exposure to quantum computing.

Investors shrug off superb Alphabet profits after hearing about its planned cash outlays.

The CEO transition is unlikely to change the company's direction overnight, but Ternus' success will ultimately be judged on whether he can deliver AI-powered innovation without sacrificing Apple's financial strengths.

They're riding a supply-demand high right now, but the focus is sustainability.

Alphabet's Q2 was a blowout by any reasonable measure. The stock still fell 7% because investors saw the capex bill. Sometimes the market has a short attention span.

Alphabet shares are down, despite reporting 24% revenue growth in the second quarter.

The stock looks cheap, but what if AI is a bubble that's about to burst?

Palantir is fighting to control the layer connecting AI to real-world operations. Here is what that opportunity could mean for its growth, competitive moat, and valuation.

The company might not produce positive free cash flow until 2035.

Marvell, Coherent, and Vertiv are all reliable plays on this secular trend.

TSMC's latest results make it clear that it is one of the biggest beneficiaries of the AI infrastructure boom.

Intel has outperformed Nvidia by a huge margin over the past year, but the latter continues to clock impressive growth.