AI

Adobe Inc. (NASDAQ:ADBE) is deferring planned Creative Cloud price increases to aggressively chase a friction-free freemium AI funnel, a strategic pivot that sacrifices immediate annualized recurring revenue (ARR) growth and triggered an over 5% overnight stock drop. Freemium Funnel Over Price...

Retail investors are liquidating some of the biggest winners in the AI trade to raise cash for Friday’s SpaceX (SPCX) IPO, and the selling pressure is landing hardest on semiconductors. MU stock is moving. See the chart and price action here.  Data from Vanda Research shows individual...

KKR & Co. Inc. (NYSE:KKR) on Thursday launched Helix Digital Infrastructure, a new venture to finance and deliver essential AI infrastructure. Helix will streamline deployment of data centers, power, and connectivity for hyperscalers, with former Amazon Web Services CEO Adam Selipsky leading...

Oracle Corp (NASDAQ:ORCL) shares fell more than 11% on Thursday after the software giant reported fiscal fourth-quarter cloud revenue that narrowly missed Wall Street expectations and unveiled plans to raise roughly $40 billion to fund an aggressive AI infrastructure expansion. The company reported...

Chinese propaganda operatives allegedly exploited OpenAI’s chatbot platform to amplify opposition to President Donald Trump‘s tariffs and influence U.S. discussions on data centers and artificial intelligence. OpenAI’s report identified two main clusters of activity. The first,...

The latest inflation data offered fresh evidence that price pressures remain contained, even as investors continue to wrestle with concerns over interest rates, fiscal deficits and an increasingly fragmented geopolitical landscape. Yet for some of Wall Street’s largest alternative asset...

Navan Inc.  (NASDAQ:NAVN) posted its first-quarter results after Wednesday’s closing bell, beating analyst estimates on the top and bottom lines. Here's a look at the details inside the report.  NAVN stock is moving. Watch the price action here. Navan Q1 Details        Navan reported...

SpaceX has done something no company in history has done: put a number on the largest addressable market ever claimed in an S-1 filing. The number is $28.5 trillion — roughly equivalent to the entire annual GDP of the U.S., and SpaceX says it is going after all of it. • TSLA stock is down...

Investors in Super Micro Computer Inc. (NASDAQ:SMCI) were nursing steep losses on Wednesday after the AI server maker unveiled a massive $7 billion equity financing package, but traders positioned on the opposite side of the trade enjoyed the biggest ETF gains on Wednesday as of time of publishing...

Oracle Corp. (NYSE:ORCL) has staged one of the more impressive recoveries in mega-cap tech stocks this year — up roughly 50% from its April lows — yet it still has a long road back to its best levels.  Shares trade at $204.26 as of Wednesday morning, sitting 41% below the $345.72 52-week high...

A clean split has opened up inside enterprise software this year. Most of the group is sliding. A small cluster of names is soaring. And Bank of America thinks the gap is only going to widen. • Datadog stock is trading near recent highs. What’s next for DDOG stock? The five stocks...

The AI race has no shortage of contenders, but Palantir Technologies Inc‘s (NASDAQ:PLTR) co-founder Joe Lonsdale knows exactly where he would place his bet today. Appearing on CNBC’s Squawk Box, the Palantir co-founder was asked a simple question: if he could choose between investing...

While Wall Street fixates on Nvidia Corp. (NASDAQ:NVDA) and the hyperscaler AI arms race, a cluster of small-cap defense tech companies is building contract backlogs that suggest the real AI spending wave hasn’t fully arrived yet. BigBear.Ai, Inc. (NYSE:BBAI), Palladyne AI Corp. (NASDAQ:PDYN...

Fusion energy has long been the technology of the future. The U.S. Department of Energy just put a target date on when it wants that future to arrive. The DOE on Tuesday released its finalized Fusion Science and Technology Roadmap, outlining a national strategy aimed at supporting fusion pilot...

Anthropic has become one of the biggest winners of the artificial intelligence boom, with revenue growth that few software companies can match. But according to Palantir Technologies Inc. (NASDAQ:PLTR), the explosive adoption of AI tools may be exposing a new problem for enterprises: the bill. At a...