News

For years, software companies were the toast of Wall Street. High profit margins, low capital requirements and vast runway ...
While there doesn't appear to have been any major business news behind Palantir's valuation contraction today, the broader ...
Three stocks that have my attention right now are Nvidia (NASDAQ: NVDA), Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL), and Meta ...
In 2000, internet darling Cisco was the world’s most valuable company. Today it's worth half as much. Buyer beware for AI ...
Figma has been a rare bright spot in a tough software market, but its premium stock price is giving some Wall Street analysts ...
Throughout the artificial intelligence (AI) revolution, one common theme has emerged: big tech is plowing unprecedented sums ...
The disparity is not related to hardware or services. iPhone sales have exceeded expectations, driven by customer ...
C3.ai's announcement of a new CEO, coupled with a solid plan to regain growth could lift the sentiment. Click here to read an ...
Chip stocks and AI names tumbled for a second day on Wednesday, as anxiousness rises ahead of Powell's Friday speech.
Even if it is subject to tariffs in the future, TSMC remains the best-in-class chip manufacturer and an essential company in ...
Valuation is the second sanity check. IBM's shares trade at 18 times free cash flow and 3.5 times trailing sales. In AI land, ...
Alphabet, Microsoft, and Amazon's spending in particular has cut into cash flows.