A Reddit investor walked away from three of the biggest AI trade names in the market, armed with math showing the economics simply do not add up. Whether his timing was brilliant…
Server hardware is drawing a concentrated bid, with two enterprise infrastructure makers rising together on artificial intelligence demand. Shares of Dell Technologies (NYSE:DELL | DELL Price Prediction) and Hewlett Packard Enterprise (NYSE:HPE)…
Selling pressure in advertising technology is concentrated on AppLovin (NASDAQ:APP | APP Price Prediction), the mobile advertising platform whose rivals The Trade Desk (NASDAQ:TTD) and Magnite (NASDAQ:MGNI) compete for many of the…
A revised takeover agreement is lifting both the buyer and the target in a chip deal that just got simpler. On Semiconductor (NASDAQ:ON | ON Price Prediction) stock is at $86.64, up…
One capacity announcement from Toshiba is splitting the storage trade in two, hitting the hard disk drive (HDD) makers heavily while the broader memory group barely moves. Seagate Technology Holdings (NASDAQ:STX |…
On Wednesday, Alphabet‘s (NASDAQ:GOOGL | GOOGL Price Prediction) Google unit unveiled Gemini 4 Argon, a frontier AI model aimed directly at enterprise work, and the market is declining to pay up for…
A rebound in work management software is gathering pace, with Atlassian (NASDAQ:TEAM | TEAM Price Prediction) out in front and two of its closest rivals moving in the same direction. Shares of…
A single research note is reopening the debate over how much real merchant traction sits behind AppLovin‘s (NASDAQ:APP | APP Price Prediction) e-commerce push. AppLovin stock is down 3% to $281.31 this…
A record quarter and an upbeat outlook are drawing sellers into Micron Technology (NASDAQ:MU | MU Price Prediction) stock, and the pullback carries the familiar shape of profit taking after a powerful…
Enterprise software is leading a rebound across technology stocks, and shares of ServiceNow (NYSE:NOW | NOW Price Prediction) sit at the front of the group. ServiceNow stock is up 4% to $139.73,…
Enterprises that keep their source code behind their own firewalls now have a way to run Bob, the agentic software development platform from IBM (NYSE:IBM | IBM Price Prediction), on infrastructure they…
The IRS just put six ETF tax strategies on notice while leaving the core redemption rule untouched, and the difference between what survives and what draws an audit comes down to one…
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) stock rallied 3% to $348.19 on Wednesday as traders weighed a new White House AI safety accord that included Google CEO Sundar Pichai among its signatories.…
QQQM's lower fee looks like an obvious win until you factor in a cost that never appears on your statement, never gets disclosed in bold, and resets every single time you place…
Retirees chasing a $3,150 monthly paycheck from a single Nasdaq fund face a tradeoff most income calculators ignore: the same holding that paid nearly $4,000 in August once delivered barely $2,500 in…
