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Deepseek hits OpenAI, Anthropic where it really hurts

Deepseek hits OpenAI, Anthropic where it really hurts

Premium products rarely lose to better products. They lose to cheaper ones. That has been the quiet rule of every technology cycle since the personal computer, and it is the rule American AI labs have been hoping does not apply to them. OpenAI's GPT-5.5 sits at $5 per million input tokens and $30 ...

AI Industry Sees Major Developments as SpaceX, Nvidia, OpenAI, and Anthropic Announce Milestones

AI Industry Sees Major Developments as SpaceX, Nvidia, OpenAI, and Anthropic Announce Milestones

AI Industry Sees Major Developments as SpaceX, Nvidia, OpenAI, and Anthropic Announce Milestones

5-star analysts reset Marvell stock price target ahead of earnings

5-star analysts reset Marvell stock price target ahead of earnings

Marvell (MRVL) stock closed the May 22 trading session at $196.33. The stock has rallied 131% year to date, by Sunday morning, May 24. Meanwhile, the SPDR S&P 500 index (SPY) is up about 9% in the same period. The company has outpaced the S&P 500, thanks to its participation in the broader ...

Qualcomm's Stock Surge Highlights Growing Investor Interest in AI Devices

Qualcomm's Stock Surge Highlights Growing Investor Interest in AI Devices

Qualcomm's Stock Surge Highlights Growing Investor Interest in AI Devices

Hope for Iran resolution gives stocks room to rally

Hope for Iran resolution gives stocks room to rally

Crude oil is lower on hopes for a resolution with Iran, with WTI well below $100 bbl and Brent crude under $105 bbl. Longer-term interest rates are lower on the prospects for a lower inflation impact, while shorter-term rates are higher on expectations of a more restrictive Central Bank ...

Nvidia Reports Blockbuster Earnings Amidst AI Chip Demand Surge

Nvidia Reports Blockbuster Earnings Amidst AI Chip Demand Surge

Nvidia Reports Blockbuster Earnings Amidst AI Chip Demand Surge

Intel CEO reveals rare ‘speed-of-light’ turnaround plan

Intel CEO reveals rare ‘speed-of-light’ turnaround plan

"Speed of light." That's a phrase that gets thrown around in corporate turnaround stories so often that it has almost lost meaning: "We're moving faster." Most of the time, it is conference room language — something that sounds good in a press release and means very little in practice. When Intel ...

Nvidia Reports 85% Revenue Growth, Driven by Data Center Segment

Nvidia Reports 85% Revenue Growth, Driven by Data Center Segment

Nvidia Reports 85% Revenue Growth, Driven by Data Center Segment

Infineon Surpasses €70 Mark as AI and Power Research Drive Stock Rally

Infineon Surpasses €70 Mark as AI and Power Research Drive Stock Rally

Infineon Surpasses €70 Mark as AI and Power Research Drive Stock Rally

Michael Burry doubles down on stock market, AI message for 2026

Michael Burry doubles down on stock market, AI message for 2026

Nvidia just reported $81.6 billion in quarterly revenue, up 85% year over year. Its data center business alone generated $75.2 billion, up 92%. The numbers are extraordinary by any measure. Michael Burry's argument is that they may also be the most dangerous kind of numbers there are. In a May 2026 ...

Citi names Broadcom stock top semiconductor pick for 2026

Citi names Broadcom stock top semiconductor pick for 2026

The AI chip race has produced a handful of clear winners. Broadcom is one of them. But the question heading into its next earnings report is no longer about whether it is a top AI stock to own. The real debate now is: Can a company already pulling in billions from artificial intelligence keep ...

Infineon Surpasses €70 Mark Amid AI and Power Semiconductor Demand Surge

Infineon Surpasses €70 Mark Amid AI and Power Semiconductor Demand Surge

Infineon Surpasses €70 Mark Amid AI and Power Semiconductor Demand Surge