AI

The race to capitalize on artificial intelligence (AI) is moving beyond GPUs and semiconductor giants, with ETF issuers increasingly turning their attention to photonics — a technology many industry experts believe will play a critical role in the next phase of AI infrastructure. GraniteShares has...

The surge in artificial intelligence (AI)-driven electricity demand is transforming what was once considered a niche infrastructure story into one of the market’s most compelling long-term investment themes, according to Yuri Khodjamirian, CIO of Tema ETFs. • Tema Electrification...

Arm Holdings Plc (NASDAQ:ARM) surged more than 15% on Monday after Nvidia Corp's (NASDAQ:NVDA)debut of a PC processor built on its architecture underscored Arm's growing footprint in the AI computing ecosystem. ARM stock is climbing. See the chart and price action here.  Arm was trading...

Apollo Global Management (NYSE:APO) Chief Economist Torsten Sløk said there is “zero evidence” that artificial intelligence is causing job losses across the U.S. economy, arguing that current labor market data points to continued hiring rather than widespread displacement. In a...

Tuttle Capital Management has launched an actively managed ETF designed to give investors focused exposure to the fast-growing photonics industry. The Tuttle Capital Pure Play Photonics ETF (BATS:FOTO) began trading on Friday as demand for AI infrastructure continues to shift toward high-speed...

BigBear.ai Holdings, Inc. (NYSE:BBAI) shares are moving higher on Friday. But the move may be over. The shares are overbought and at resistance. These can be bearish dynamics that set the stage for a move higher. This is why BigBear is the Stock of the Day. • What’s going on with...

Wall Street has spent two months pricing in the worst for Super Micro Computer Inc. (NASDAQ:SMCI).  It hasn’t started pricing in the recovery. SMCI stock is climbing. See the chart and price action here.  Since the March 19 DOJ indictment unsealed charges against three SMCI-linked...

Two analysts read the same earnings report on the same day and reached conclusions $140 apart.  That is the current state of Palantir Technologies Inc. (NASDAQ:PLTR) on Wall Street, and says almost everything about how the market is pricing AI software right now. PLTR stock is climbing. See...

For much of the AI boom, investors had a simple playbook: buy Nvidia Corporation (NASDAQ:NVDA). Then came the second wave. Investors broadened their focus to hyperscalers such as Microsoft Corporation (NASDAQ:MSFT), Amazon.com, Inc. (NASDAQ:AMZN) and Meta Platforms, Inc. (NASDAQ:META) , whose...

Everyone wants to know who will win the AI infrastructure race. Cisco Systems, Inc. (NASDAQ:CSCO) CEO Chuck Robbins may have just offered an uncomfortable answer for investors chasing the latest AI announcements: the biggest winners may have made their most important decisions years ago. • ...

While much of Wall Street remains focused on artificial intelligence, IBM Corp (NYSE:IBM) is placing a massive bet on what could come next. • What’s going on with IBM stock? The company announced a $10 billion commitment over the next five years to accelerate its quantum computing...

Shares of Hewlett Packard Enterprise Co. (NYSE:HPE) jumped in Thursday’s extended trading, catching a tailwind from rival Dell Technologies Inc. (NYSE:DELL) after Dell delivered a blowout first quarter. HPE stock is climbing. See the price action here. The catalyst was Dell’s...

PagerDuty Inc. (NYSE:PD) posted its first-quarter results after Thursday’s closing bell, beating estimates across the board. Here's a look at the details inside the report.  PD stock is moving. Watch the price action here. PagerDuty Q1 Details        PagerDuty reported quarterly...

Asana Inc (NYSE:ASAN) announced its first-quarter financial results on Thursday after market close. The company also announced the acquisition of StackAI. Here are the key highlights. • Asana shares are powering higher. Why are ASAN shares rallying? Asana Q1 Financials The company reported...

Okta Inc. (NASDAQ:OKTA) posted its first-quarter results after Thursday’s closing bell, beating estimates on the top and bottom lines and issuing strong guidance.   Here's a look at the details inside the report.  OKTA stock is moving. Watch the price action here. Okta Q1 Details...