34 articles tagged
Investor sentiment in the AI sector is shifting from OpenAI to Alphabet, as concerns over OpenAI's profitability and spending contrast with Alphabet's financial stability.
Alphabet's stock surged 6.3% on Monday, sparking a major rally in the AI sector and pushing the Nasdaq Composite to its best day in six months.
Optical networking is becoming essential for AI as copper cables hit limits. This shift drives a new investment wave in optical components, modules, and assembly, with analysts projecting over 50% gro
SoundHound AI is experiencing rapid revenue growth and expanding its conversational AI technology across automotive, restaurant, and healthcare sectors.
Super Micro Computers (Supermicro) is gaining market attention with new AI data center solutions. The company's stock shows recovery signs, fueled by strong AI demand from tech giants. Analysts predic
Artificial intelligence companies are facing intense financial pressure due to soaring operational costs, leading to widespread concerns about an investment bubble.
Economic analysis suggests the U.S. economy's stability is heavily dependent on the AI boom, which is masking weakness in other key sectors like manufacturing.
Salesforce, an early AI advocate, faces investor concern as its stock drops 28% year-to-date, raising questions about its strategy and core business health.
Five major technology stocks with deep ties to artificial intelligence, including Oracle and Palantir, are trading near key buy points despite a recent market sell-off.
The AI market boom is increasingly compared to the dot-com bubble, with analysts pointing to unsustainable spending and circular financing as key risks.
Quantum computing is an emerging field with significant long-term potential. Companies like Quantum Computing Inc., Honeywell, and Microsoft are leading the way.
Alibaba's stock was a top performer in Q3 2025, driven by significant growth in its AI and cloud computing divisions, according to the Oakmark Global Select Fund.
