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Market News
Latest financial news and analysis from global markets
NVDA
Is It Time to Consider Rigetti Computing as Revenue Soars?
Rigetti shares tumbled despite its solid revenue growth.
NVDA
Cerebras Stock Jumps 68% After Blockbuster IPO. CEO Sees Bigger Things Ahead.
Cerebras’ IPO comes at a dramatic time, with chip stocks surging and many at or near all-time highs.
AMD
Cerebras Stock Jumps 68% After Blockbuster IPO. CEO Sees Bigger Things Ahead.
Cerebras’ IPO comes at a dramatic time, with chip stocks surging and many at or near all-time highs.
GOOGL
Cerebras Stock Jumps 68% After Blockbuster IPO. CEO Sees Bigger Things Ahead.
Cerebras’ IPO comes at a dramatic time, with chip stocks surging and many at or near all-time highs.
AMD
Why Intel Is More Like Boeing than Nvidia or TSMC
Intel’s turnaround story may make Boeing a better comparison than Nvidia or TSMC as investors focus less on near-term earnings and more on long-term execution.
INTC
Why Intel Is More Like Boeing than Nvidia or TSMC
Intel’s turnaround story may make Boeing a better comparison than Nvidia or TSMC as investors focus less on near-term earnings and more on long-term execution.
NVDA
Why Intel Is More Like Boeing than Nvidia or TSMC
Intel’s turnaround story may make Boeing a better comparison than Nvidia or TSMC as investors focus less on near-term earnings and more on long-term execution.
MSFT
Did Workday’s Microsoft 365 Copilot Integration Just Redefine WDAY’s Enterprise AI Moat?
Earlier in May 2026, Workday announced that its Sana Self-Service Agent is now available within Microsoft 365 Copilot, allowing employees and managers to handle HR and finance tasks directly in Microsoft 365 while keeping data, approvals, and policies governed in Workday. This integration, alongside Workday’s recent recognition as a Leader in Gartner’s 2026 Magic Quadrant for Talent Acquisition Suites, underlines how deeply its AI capabilities are being embedded into everyday workflows and...
NVDA
How The Uber Technologies (UBER) Narrative Is Shifting Around Autonomy Deals And Valuation
Uber Technologies is back in focus after an updated analyst fair value estimate moved from US$103.46 to US$105.01, a modest shift that still reflects a careful reassessment of the stock. Behind this adjustment is a mix of optimism and caution around automation plans with partners like Nvidia and Zoox, the integration of deals such as Blacklane, and how management handles capital returns. Read on to see what is driving this evolving narrative and how you can track it over time. Stay updated as...
INTC
Dow back above 50,000, US stocks hit new records on AI rally
US stocks (^DJI, ^IXIC, ^GSPC) close Thursday's session higher after the Dow Jones Industrial Average crossed back above 50,000 points on the winds of the latest AI rally. Yahoo Finance Senior Markets Reporter Ines Ferré highlights the leaders and biggest gainers in the semiconductor trade.
INTC
Are Iren's $5.5 Billion Deals With Nvidia Game Changers?
Working with Nvidia represents this neocloud operator's second AI hyperscaler deal in the last year.
CRM
Bandwidth Touts Voice AI and Salesforce Agentforce Upside at Needham Conference
Bandwidth (NASDAQ:BAND) executives used an appearance at the Needham Technology and Media Conference to emphasize the company’s positioning in voice AI, its Salesforce Agentforce partnership and improving financial targets tied to software services and enterprise voice growth. Chairman and CEO Davi