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SoftBank’s $3.6 billion NVDA exit is grabbing headlines, but Nvidia’s record revenue, surging data center growth, and strong analyst support suggest the long-term thesis remains intact.
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Intel will work on a new prototype of AI memory with SoftBank.
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A TD Cowen analyst warns that mass layoffs could be coming amid a major fundraising push.
Oracle is ramping up its AI ambitions. But Morgan Stanley’s analyst just slashed its price target, warning heavy infrastructure spending could pressure earnings and cap near-term growth.
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Intel stock fell 17% on Friday after the chipmaker provided less-than-impressive guidance for Q1 of 2026.
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Intel stock is trading sharply lower today after the company gave soft guidance for Q1. Should you buy the dip in INTC stock?
Down almost 50% from all-time highs, Oracle's stock could gain pace following the TikTok U.S. deal and robust growth estimates.
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From data centers to battery storage, here’s the investment megatrend you need to know for 2026.
Arm’s recent slump may look worrying, but Mizuho says the dip could be a compelling entry point for investors.
Analysts sharp target hike puts Intel back in focus as AI-driven server demand builds ahead of earnings.