Artificial Intelligence
Reboot Required: Can Intel’s New CEO Restore the System?
Intel is at a crossroads, and its new CEO, Lip-Bu Tan, has been tasked with what might be the company’s last real chance to stage a comeback. A seasoned semiconductor executive with decades of industry experience, Tan’s appointment sent ripples through the …
From Underperform to Buy: Why BofA Is Betting Big on Cloudflare
Cloudflare (NYSE:NET) is making headlines once again, this time for all the right reasons. On Tuesday, Bank of America (BofA) analysts made a significant move, double-upgrading the company from "Underperform" to "Buy," citing strong fundamentals and a clear …
The AI Jackpot: How Nvidia and AMD Hit the Market’s Sweet Spot
The US stock market kicked off the week on a high note, with tech stocks leading a significant rally. Nvidia, AMD, and Meta saw notable gains as reports of a more targeted approach to trade tariffs and a major artificial intelligence breakthrough out of China …
Quantum Computing Stocks: A Risky Bit or a Quantum Leap?
Quantum computing has long been hailed as the next frontier in technology. The idea of solving problems at speeds unimaginable with classical computers has driven immense investor enthusiasm. However, the reality of the quantum computing trade is far more …
AI Billionaires’ Club: Musk, Microsoft, and BlackRock Go All In
In a move that reshapes the artificial intelligence landscape, Elon Musk’s xAI has officially joined forces with Microsoft and BlackRock to develop a US$30 billion AI infrastructure fund. This strategic alliance, now called the AI Infrastructure Partnership …
Jensen Huang’s AI Magic Show: Will Nvidia Pull a Rabbit Out of the Hat?
Nvidia, the undisputed leader in AI chip technology, is at a crossroads. The company’s stock has experienced extreme volatility in 2025, reflecting both the enthusiasm and skepticism surrounding the AI boom. Investors who have ridden the AI trade to record …
CFO Dan Durn Paints a Bright Future, But Wall Street Smudges Adobe’s Canvas
Adobe’s latest earnings report delivered better-than-expected numbers, yet the company’s stock still took a hit in after-hours trading. The creative software giant posted first-quarter adjusted earnings of $5.08 per share on revenue of $5.71 billion, …
New Tan, New Plan: Can Intel Finally Get It Right?
In a dramatic market shift, Intel’s stock surged nearly 15% on Thursday as Wall Street applauded the appointment of Lip-Bu Tan as the company’s new CEO. The move comes at a crucial moment for Intel, which has been struggling with declining market share, …
Microsoft Slams ‘Overly Complex’ AI Rules, Urges Immediate Reform
Microsoft is calling on the Trump administration to rethink a controversial Biden-era rule that places strict limits on AI chip exports and data center expansion. The policy, known as the AI diffusion rule, was enacted in the final days of the Biden presidency …
Super Micro Avoids Nasdaq Delisting, Shares Skyrocket
Super Micro Computer Inc. (NASDAQ: SMCI) saw a remarkable 20% surge in premarket trading on Wednesday, February 26, 2025. The stock rally came after the company successfully met the Nasdaq deadline for submitting its long-delayed regulatory filings, avoiding …