Category: Uncategorized

CrowdStrike (CRWD) trades at $210.02, roughly double where it stood a year ago while the S&P 500 returned 19.3%, and it sits at about 91% of its 52-week high. The easy read is that the AI security trade has already happened and you are late to it. But its own recurring revenue base points at something steadier than a spike, and the price now assumes that steadiness.

Here’s what’s driving Dell stock and its price target following its 700% climb.

Microsoft plans to expand its data center network capacity to over 38 gigawatts by 2032 to resolve server shortages.

Investors have hundreds of billions ($) of reasons why to remain bullish on the AI buildout, particularly for companies like Bloom Energy (BE), which represents a big beneficiary of increased power demands.

Nvidia has its finger in every pie, and sees another year of plenty in its future, Jensen Huang says. But, he insists, its deals are not circular.

Investing.com -- Nvidia Corporation (NASDAQ:NVDA) edged higher in after-hours trading, rising 0.5%, Thursday following a Bloomberg report that Microsoft plans to more than triple its data center capacity.

People Inc. (PPLI) CEO Neil Vogel joins Yahoo Finance Executive Editor Brian Sozzi to discuss the publisher's rebranding strategy, evolving media business, and the challenges AI poses to its content and audience.

Tech stocks were lower late Thursday afternoon, with the State Street Technology Select Sector SPDR

Both companies are winning in the AI chip race, but they are doing it with very different business models and profit profiles.

Both companies are winning in AI chips, but one of them is winning by a margin that is getting harder to close.

Contractually enforceable restrictions may become a template for selling AI into politically sensitive institutions.

Goldman sees lasting AI growth but a rougher road ahead

Wall Street has long feared that new AI shopping agents are coming for Shopify But those worries could be overblown, says one analyst. Shares of Shopify have fallen 14% this month, according to Dow Jones Market Data. Smilek acknowledged that consumer AI agents like SpaceX’s Grok Bot and Meta’s Muse—which launched earlier this week—have weighed on Wall Street’s confidence in Shopify.

C3.ai burns cash and carries a $1.8 billion accumulated deficit, while Atlassian generates $1.3 billion in free cash flow despite higher valuation multiples.

Amazon.com (AMZN) plans to spend roughly $220 billion of cash on capital in 2026, against $775.7 billion of revenue over the trailing twelve months. The sheer size of that bill introduces notable capital allocation and cash flow pressures that investors must weigh. The rest is who sets the number, and how long the money has to stay out before any of it comes back.

Google just signed a nuclear power contract stretching to 2049, turning electricity from a volatile expense into a fixed cost across two decades of AI growth. Whether that move reshapes Alphabet's competitive position or arrives too late to matter is the real question.

International Business Machines (IBM) has given back 12.9% over the past three months and sits at $239.94, about 73% of its 52-week high. Management sees no evidence of clients moving off the mainframe. What has changed is that a key slice of IBM’s transactional software revenue rides on a purchase those clients have learned they can postpone.

SAN FRANCISCO, September 10, 2026--TrueFoundry, an enterprise AI infrastructure platform, today announced the availability of TrueFoundry AI Gateway in the Microsoft Marketplace, the unified online destination for customers to buy trusted cloud solutions, AI apps, and agents to meet their business needs. TrueFoundry customers can now discover and deploy TrueFoundry AI Gateway through Microsoft Marketplace, with smooth integration and streamlined management across Microsoft Azure and other Micros

Meta Platforms (META) trades at about $653, roughly 16% below its 52-week high, and at 11.3 times operating cash flow against 15.2 for the S&P 500. A discount of this scale on a business delivering 28% top-line growth presents a notable valuation divergence, though one largely explained by the company's surging capital commitments. The cash flow that multiple is priced on is money Meta plans to spend.