Explore

AI infrastructure stock surges after landing massive $2.8B win

AI infrastructure stock surges after landing massive $2.8B win

Some contract announcements move stocks. And then there are the ones that reframe an entire investment thesis. We saw the latter on a Monday, July 20. IREN Limited (IREN) was trading up more than 21% to $40.57 as of July 20 midday, according to Yahoo Finance. That’s after the Australia-based ...

Citigroup Declares 'Magnificent Seven' Obsolete in AI Stock Strategy Shift

Citigroup Declares 'Magnificent Seven' Obsolete in AI Stock Strategy Shift

Citigroup Declares 'Magnificent Seven' Obsolete in AI Stock Strategy Shift

The Real Cost of AI Ambition Hidden Inside Google Earnings

The Real Cost of AI Ambition Hidden Inside Google Earnings

Beyond the impressive revenue figures in Google's earnings lies a staggering investment in AI, with hidden costs in infrastructure, talent, and energy.

Wall Street drifts as AI stocks hold steadier after last week’s losses

Wall Street drifts as AI stocks hold steadier after last week’s losses

Wall Street drifted through a quiet day of trading as AI stocks trimmed some of their sharp recent losses

World shares mostly gain and South Korea and Japan recover some losses from AI stock sell-offs

World shares mostly gain and South Korea and Japan recover some losses from AI stock sell-offs

World shares have mostly gained and U.S. futures advanced, with markets in South Korea and Japan trading higher after recent declines due to heavy selling of stocks linked to artificial intelligence

Jensen Huang's staggering $4 trillion bet shifts Nvidia

Jensen Huang's staggering $4 trillion bet shifts Nvidia

The warehouses of computer servers powering artificial intelligence are growing so fast that their electricity appetite is beginning to reshape household budgets. The CEO of the company supplying most of the hardware in those facilities just laid out a projection that makes the current ...

Alphabet and Intel could reset the AI trade

Alphabet and Intel could reset the AI trade

Alphabet (GOOGL) and Intel (INTC) will approach second-quarter earnings from opposite sides of the artificial-intelligence boom. Alphabet is one of the biggest infrastructure buyers in the industry. Intel is trying to prove it can be a bigger supplier to that build-out. Their reports together could ...

Citi Strategists Recommend Retiring 'Magnificent Seven' Label Amid AI Market Shift

Citi Strategists Recommend Retiring 'Magnificent Seven' Label Amid AI Market Shift

Citi Strategists Recommend Retiring 'Magnificent Seven' Label Amid AI Market Shift

Wall Street holds steadier as AI stocks recover some of last week's sharp losses

Wall Street holds steadier as AI stocks recover some of last week's sharp losses

Wall Street is holding steadier, as AI stocks trim some of their sharp recent losses

Citi Strategist Calls for Retirement of 'Magnificent 7' Label Amid AI Market Shift

Citi Strategist Calls for Retirement of 'Magnificent 7' Label Amid AI Market Shift

Citi Strategist Calls for Retirement of 'Magnificent 7' Label Amid AI Market Shift

How to Estimate Google’s AI Cost Pressure From Earnings Clues

How to Estimate Google’s AI Cost Pressure From Earnings Clues

A guide to analyzing Alphabet's earnings reports to understand the true cost and financial pressure of its massive investments in AI infrastructure.

Wall Street steadies as AI stocks recover some of last week's sharp losses

Wall Street steadies as AI stocks recover some of last week's sharp losses

Wall Street is holding steadier, as AI stocks trim some of their sharp recent losses