artificial intelligence

Microsoft Corp (NASDAQ:MSFT) is preparing for a significant AI-driven shift heading into 2026. This shift will make the company "one of our favorite large cap tech names to own," according to Wedbush. The Microsoft Analyst: Analyst Dan Ives reaffirmed an Outperform rating and a $625 price target....

Apple Inc. (NASDAQ:AAPL) is reportedly preparing to expand its artificial intelligence strategy beyond iPhones and Macs, with AI-powered wearable devices expected to debut in 2026. Apple Expands AI Push Into Wearables Apple is planning to launch two new AI-driven wearable products — smart glasses...

SoftBank Group (OTC:SFTFB) (OTC:SFTBY) is reportedly racing to assemble $22.5 billion in funding for OpenAI by year-end, leaning on asset sales, potential borrowing, and a sweeping pullback in other investments as the cost of competing in artificial intelligence soars. SoftBank Sells Assets,...

Nvidia Corp (NASDAQ:NVDA) has become the face of the AI boom, but it may not be the clearest proof that the trade is working. According to I/O Fund's CEO and chief investment strategist Beth Kindig, the more revealing signal is coming from Meta Platforms Inc (NASDAQ:META) — a company whose AI...

Forget fear of missing out. JPMorgan says the dominant force behind the next wave of AI spending is FOBO — Fear of Becoming Obsolete. And it's pushing both governments and corporations to spend faster, bigger, and earlier than expected. Track AI stocks via the IVES ETF here. Unlike prior tech...

Micron Technology (NASDAQ:MU) shares soared on Thursday after the company reported first-quarter financial results and guidance. Analysts see further upside and are raising their price targets. Micron Technology stock is charging ahead with explosive momentum. What’s behind MU gains? The...

Salesforce Inc (NYSE:CRM) is being valued like a mature enterprise software name just as artificial intelligence begins to reshape how its platform is used — and monetized. JPMorgan argues that the disconnect has created one of the most mispriced opportunities in large-cap software. Track CRM...

Alibaba Group Holding Ltd (NYSE:BABA) is integrating its mapping and navigation platform, Amap, into its Qwen AI app to enhance real-world "life services" just weeks after the app's launch. • Alibaba stock is building positive momentum. What’s pushing BABA stock higher? Qwen Users Gain...

Wall Street spent 2025 chasing AI narratives. JPMorgan thinks 2026 will reward something far more practical: cybersecurity. While generative AI wrestles with monetization, security budgets remain locked in, positioning Palo Alto Networks Inc (NASDAQ:PANW) and Zscaler Inc (NASDAQ:ZS) as standout...

Micron Technology Inc (NASDAQ:MU) reported earnings for the first quarter of fiscal 2026 after the bell on Wednesday. Here’s a rundown of the semiconductor company’s report. Micron Technology shares are experiencing downward pressure. Why is MU stock retreating? Q1 Key Details: Micron...

Generative AI dominated narratives in 2025, but the financial payoff hasn't kept pace with the hype. JPMorgan's 2026 outlook, backed by new CEO survey data, suggests markets are now recalibrating expectations — shifting focus from AI adoption to whether it actually delivers profits. Track AI...

The AI arms race is heating up, and its effects are starting to show up where investors actually care – on the Big Tech balance sheets. According to UBS, global AI capex is now expected to hit $423 billion in 2025, and $571 billion in 2026. By 2030, UBS expects spending to reach $1.3 trillion,...

Micron Technology Inc.'s (NASDAQ:MU) stock is sliding into first quarter earnings — not because the AI memory story is cracking, but because expectations have finally caught up. After a 166% year-to-date rally, MU is coming off its highs, down nearly 9% over the past five days, setting up what may...

On Tuesday, Sen. Bernie Sanders (I-Vt.) called for a halt to new AI data center construction, warning that the rapid, billionaire-driven expansion of artificial intelligence is threatening jobs, democracy and public resources. Sanders Says AI Boom Is Being Driven By Billionaires, Not Public...

Elon Musk supported El Salvador President Nayib Bukele’s initiative to integrate Grok AI into the country’s public education program on Tuesday. Grok In El Salvador Schools Musk’s artificial intelligence company, xAI, has partnered with Bukele’s government to introduce the...