Funds that have avoided or underweighted Nvidia and other AI-related stocks have lagged behind, including those managed by ARK Investment Management head Cathie Wood.
2 min readFunds that have avoided or underweighted Nvidia and other AI-related stocks have lagged behind, including those managed by ARK Investment Management head Cathie Wood.
2 min readTesla is pushing back the unveiling of its robotaxi to October from August, according to a report.
3 min readTesla tumbles after a report says the electric-vehicle maker is delaying the unveiling of its robotaxi to October, while shares of Delta Air Lines fall sharply after the carrier issues weak guidance.
2 min readTech still leads the market but other sectors are finally catching up and should report profit increases this quarter.
4 min readBofA Securities analyst Wamsi Mohan increased his price target on Apple to $256 from $230.
3 min readA settlement between Apple and the EU could offer multiple benefits to the payments company, according to Mizuho Securities analysts.
1 min readThe iPhone maker has made a series of commitments to open up its payments platform. It's the latest concession by a major technology company under scrutiny by antitrust regulators.
2 min readShares of the underdogs to Tesla, including EVgo, ChargePoint, and Blink extended a rally into a second day.
2 min readThe largest cryptocurrency rises Thursday but traders' attention is focused elsewhere.
1 min readThe company makes over 80,000 chip products in the area of power and sensors for the auto and industrial markets.
1 min readCathie Wood’s flagship ARK Innovation exchange-traded fund is 72% below its peak while the S&P 500 is hitting all-time highs.
2 min readAfter dumping AI highfliers, investors can buy other stocks that haven’t run up sharply but can still identify from the AI boom.
2 min readThe S&P 500 Information Technology Sector, plus Amazon.com, Tesla, Alphabet, and Meta Platforms, had a record-high 47.33% weighting within the S&P 500 at Tuesday’s close.
3 min readApple and Microsoft end advisory roles on OpenAI’s board, investors wonder how Roaring Kitty took on GameStop and Chewy stakes, more news to start your day.
Long readAn acquisition of the software maker could have been one of Alphabet’s largest-ever deals.
1 min readNvidia’s top-end AI systems could cost $4 million each, with total annual sales reaching an iPhone-like $200 billion.
4 min readApple stock rises after the tech giant’s market value crossed $3.5 trillion on Tuesday, Tesla heads for its 11th-straight close higher, and AMD acquires the largest private AI lab in Europe.
3 min readThe ban of cyber giant Kaspersky could kick off new reviews of Chinese tech, Justin Sherman writes in a guest commentary.
Long readMorgan Stanley analyst Erik Woodring reiterated a Sell rating on shares of computer-peripherals maker Logitech.
2 min readWall Street is getting nervous about this high-flying aviation stock. It could cause some small-cap funds to falter.
3 min read