Microsoft Corp’s (NASDAQ:MSFT) blockbuster fiscal fourth-quarter earnings delivered a potentially important message for ETF investors: the future of enterprise AI may belong to the infrastructure providers rather than any single foundation model. During the earnings call, CEO Satya Nadella repeatedly…
Nuwellis Inc (NASDAQ:NUWE) shares are surging Thursday afternoon as traders react to new pediatric data tied to the company’s Aquadex ultrafiltration therapy. Nuwellis stock is showing exceptional strength. What’s fueling NUWE momentum? What Is Driving Nuwellis’ Stock Surge? Nuwellis said…
Intel Corp. (NASDAQ:INTC) shares are surging Thursday as Microsoft’s record cloud quarter validated the demand outlook for AI hardware across the semiconductor supply chain while Samsung’s warning that the global chip shortage could extend into 2028 reinforced the case for…
Artificial intelligence is creating new opportunities for software companies, but Dan Ives believes one sector could emerge as one of the biggest long-term winners: cybersecurity. Speaking on The Real Eisman Playbook, the veteran tech analyst argued that AI is dramatically…
Shares of Arm Holdings PLC (NASDAQ:ARM) rallied on Thursday after the company reported its fiscal first-quarter results. Here are the key analyst takeaways: JPMorgan analyst Harlan Sur maintained an Overweight rating, while raising the price target from $240 to $255.…
Jim Cramer said Thursday that the liquidation of Situational Awareness, the roughly $20 billion AI-focused fund founded by Leopold Aschenbrenner, could be read as bullish rather than bearish. “I have always believed that when you clear out the people who…
Rocket Companies Inc. (NYSE:RKT) stock is trading lower Thursday afternoon as fresh housing market data highlighted growing headwinds in the mortgage and real estate sectors. Rocket Companies shares are retreating from recent levels. What’s pressuring RKT stock? Redfin Report Highlights…
Apple Inc. (NASDAQ:AAPL) may not be building the world’s most advanced artificial intelligence models, but Dan Ives believes it could still become one of the biggest consumer AI winners. Speaking on The Real Eisman Playbook, the veteran tech analyst argued…
Shares of Bloom Energy Corp (NYSE:BE) are trading higher Thursday afternoon, shaking off a critical new short report from Hunterbrook. Here’s what investors need to know. Bloom Energy stock is charging ahead with explosive momentum. What’s behind BE gains? Regional…
Tesla Inc. (NASDAQ:TSLA) shares are bouncing Thursday as a sweeping technology rally sparked by Microsoft’s earnings explosion lifts sentiment across high-beta names, with the stock also benefiting from an oversold bounce after drifting toward its July lows in recent sessions.…