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Michael Burry Just Turned His Guns on Nvidia, Micron and SOXX — ETF Investors Are Watching the Fallout

Can ETFs Shield Investors From Apple's Supply Chain Woes?

Amazon Stock Soars as Analysts Praise Its Best Quarter in a Decade

Can ETFs Shield Investors From Apple's Supply Chain Woes?

Amazon Stock Soars as Analysts Praise Its Best Quarter in a Decade

These AXT ETFs Turned a 30% Stock Rally Into Nearly 50% Returns

Michael Saylor Says SpaceX, Google and Meta's AI Spending Is a 'Headwind' for Bitcoin

These AXT ETFs Turned a 30% Stock Rally Into Nearly 50% Returns

Michael Saylor Says SpaceX, Google and Meta's AI Spending Is a 'Headwind' for Bitcoin

Apple Takes on Microsoft, Meta with Five Times More R&D than Capex

Brutal Math of Leveraged AI Bets: Why Martin Shkreli Says Wall Street Will 'Send Micron to $5'

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Citadel Buys AI Fund Situational Awareness' Portfolio After Forced Unwind: Ross Gerber Says 'Leverage Will Kill and Bury You'

Citadel reportedly bought most of AI fund Situational Awareness' portfolio, sparking debate after its Fed hike call.

Amazon Already Knows What 2028 Looks Like: CEO Andy Jassy Says the Demand Is 'Striking' as AWS Races to Add Capacity

Amazon CEO Andy Jassy says the company already sees "striking" AI demand for 2028 as it expands infrastructure.

QUICK SPARK: OpenAI Cuts AI Model Prices as Businesses Push Back on Rising Costs

OpenAI is cutting prices on some of its artificial intelligence models as businesses grow increasingly cautious about rising AI expenses.

Reddit Shares Tumble Despite Q2 Earnings, Revenue Beats

Here's a detailed look inside Reddit's Q2 earnings report.

Microsoft's AI Pivot Could Be Bigger Win for AI Infrastructure ETFs Than OpenAI Bets

Microsoft’s multi-model AI strategy can benefit AI infrastructure, cloud computing and semiconductor ETFs.

Dan Ives: Cybersecurity Spending Could Double Within Three Years

Dan Ives says AI agents will drive a surge in cybersecurity spending, predicting enterprise security budgets could double over the next two to three years.

Apple Is the 'Easy Pass' to Consumer AI, Dan Ives Says

Dan Ives says one in five people will access AI through an Apple device, calling Apple the "Easy Pass on the consumer AI highway."

Microsoft's Backlog Just Hit $678B — Almost a Third Traces to a Single Customer

Microsoft's $678 billion backlog and CFO Amy Hood's comments suggest OpenAI could account for roughly one-third of Microsoft's future revenue pipeline.

Microsoft CEO Satya Nadella Says 'Every Model Is Substitutable' — What That Means For OpenAI

Microsoft CEO Satya Nadella says "every model is substitutable." Here's what the AI strategy shift means for OpenAI and Microsoft's Azure platform.

Microsoft’s $15 Billion Capex Cut Isn’t a Cut at All

Microsoft's projected 2026 capex drops from $190B to $175B due to accounting adjustment, not reduced investment.

Mark Zuckerberg Says AI Will Create An 'Infinite' Instagram

Mark Zuckerberg says AI will create a "nearly infinite" universe of personalized Instagram content - new chapter for engagement & advertising

SanDisk Leads Memory Stock Rally — Here's What's Fueling the Bounce Back

Memory stocks like SanDisk, Micron, Seagate and more are rallying by double-digits Thursday.

Microsoft’s $3.2B Anthropic Gain Beat an Entire Business Segment

Microsoft's $3.2 billion Anthropic gain topped the operating income of its Windows, Xbox and search division in the latest quarter.

Microsoft Stock Surges Nearly 10% in Thursday Premarket as Dan Ives Hails Azure Growth the ‘Best Barometer’ for Enterprise AI After Q4 Earnings

MSFT surges 9% on a Q4 earnings blowout. Dan Ives calls its 43% Azure growth the best barometer for enterprise AI demand.

Bloom Energy Just Topped $1 Billion in Revenue for the First Time— and Its Secret Weapon Is Speed

Bloom Energy crushed Q2 estimates with record $1B+ revenue. Discover how their rapid on-site power is solving the AI data center bottleneck.

Ross Gerber Says MSFT Is 'Crushing It,' Jim Cramer Calls Quarter a 'Tour De Force' After Earnings Beat

Microsoft drew bullish reactions from Ross Gerber and Jim Cramer after a strong quarter fueled by AI growth and execution.

SK Hynix Slump Marks 'Short-Term Bottom' in AI Stocks Fueled by Forced Liquidations, Says Dan Niles

Dan Niles says the SK Hynix slump marks a short-term bottom for AI stocks, driven by forced liquidations before a strong rally ahead.

Arm Delivers a Record Q1 — Earnings, Revenues Beat Estimates (CORRECTED)

Here's a look inside the Q1 earnings report from Arm Holdings.

SanDisk's Plunge Has Produced One of July's Hottest ETF Trades

The SNDQ ETF has surged over 175% in July as SanDisk's sharp selloff and weakness in AI memory stocks fueled inverse ETF gains.

Warsh Hits the AI Trade: Here Are the 10 Biggest Losers In 30 Minutes

Kevin Warsh's hawkish remarks rattled AI stocks. Here are the 10 biggest losers during his 30-minute Fed press conference and why investors sold.

This Anti-Tesla ETF Is Up 75%+ in July—Here's What's Driving the Stunning Rally

Bearish Tesla ETFs are back in focus with solid returns in July, fueled by Tesla's post-earnings selloff and shifting investor sentiment.

Dan Ives Says Even Nvidia's 'Third-Rate' Chips Beat Huawei

Dan Ives says Nvidia remains years ahead of Huawei, arguing even the company's lower-end AI chips outperform China's leading domestic alternative.

Wall Street Is Valuing Oracle's $630B AI Backlog at 'Zero' — A Mistake, Analyst Says

Analyst Gil Luria says Wall Street is assigning no value to Oracle's $630 billion AI backlog despite growing confidence in OpenAI's long-term compute commitments.

Benzinga

Benzinga

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