All hail Anthropic, the destroyer of everything. What an amazing service. It can wipe out Adobe by allowing you to design something better that has a much simpler commerce system, designed personally for you. That one is child’s play. ServiceNow may call itself the “AI Control Tower” to signify who …
Cisco Systems shares fell Wednesday evening despite the networking company delivering a beat and raise. The results were solid but not enough with the stock trading at record highs and at a premium to its historical valuation — something we warned created a tricky backdrop for the report. Revenue in …
I like the setup this week, especially for Big Tech, barring another intrusion by our intrusive president. Apologies to people who wish I would call his fits of pique more offensive. These injudicious, blunt-force tariffs do get undone almost as quickly as they are slapped on, thank heavens. How is …
Eugene Mymrin | Moment | Getty Images All computing devices require a part called memory, or RAM, for short-term data storage, but this year, there won’t be enough of these essential components to meet worldwide demand. That’s because companies like Nvidia, Advanced Micro Devices and Google need so much RAM …
The artificial intelligence trade got tougher in 2025. While a significant capital expenditure cycle and earnings growth from the world’s biggest tech companies supported the market’s rally to record heights — with the S & P 500 to jumping more than 17% and the Nasdaq Composite gaining 22% year to …
Wires and cables in a server room. Thomas Northcut | Digitalvision | Getty Images Nvidia has been the biggest infrastructure winner in the artificial intelligence boom, soaring in value by almost thirteenfold since the end of 2022 to a market cap of $4.6 trillion. While Nvidia’s rally continued in 2025, …
Intel was once the world’s largest semiconductor company, but its market cap plummeted in recent years as the chipmaker fell behind Taiwan Semiconductor Manufacturing Co. and spent billions of dollars trying to catch up. Now, Intel has entered high-volume production of 18A, the new chip node it says will turn …
Here are Monday’s biggest calls on Wall Street: Goldman Sachs initiates Ferrari as buy Goldman said the luxury vehicle company is firing on all cylinders. “We initiate with a Buy rating on Ferrari as we see a large volume of higher-priced Special Series volumes driving ASP growth for the company …
“Let’s start with something simple. I cannot recall a time this year when it feels this good to be diversified among a whole host of terrific growth stocks, because growth of all kinds always works. Until now, it’s been terrific for all of 2025 to own nothing but data center, …
Here are the biggest calls on Wall Street on Monday: Wells Fargo reiterates Bank of America as overweight The firm raised its price target on the stock. “We expect BAC to post a new 16%-18% ROTCE target at its Nov. 5 investor day on expectations that it can better monetize …