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Market News
Latest financial news and analysis from global markets
NVDA
From Intel to Nvidia, Tech CEOs Are Embracing Quantum. Why It Matters.
Intel CEO Lip-Bu Tan became the latest technocrat to embrace quantum computing on Thursday as privately held PsiQuantum announced he would be joining the company’s board. It’s a big step for someone who has previously cited quantum computing as a strategic priority. Back in February, Tan described quantum as “another big area coming up is around the corner” in relation to how large amounts of data are processed.
MSFT
Everyone’s Talking About NVIDIA. Smart Money Is Watching CrowdStrike Instead
NVIDIA (NASDAQ:NVDA) is up 96.1% over the past year and just crossed a $5.26 trillion market cap on the same agentic AI thesis Evercore and Wedbush keep recycling around Microsoft (NASDAQ:MSFT)’s 50-day moving average. But here’s what you should actually be watching. The case against chasing NVIDIA at this level is straightforward. The stock trades ... Everyone’s Talking About NVIDIA. Smart Money Is Watching CrowdStrike Instead
NVDA
Everyone’s Talking About NVIDIA. Smart Money Is Watching CrowdStrike Instead
NVIDIA (NASDAQ:NVDA) is up 96.1% over the past year and just crossed a $5.26 trillion market cap on the same agentic AI thesis Evercore and Wedbush keep recycling around Microsoft (NASDAQ:MSFT)’s 50-day moving average. But here’s what you should actually be watching. The case against chasing NVIDIA at this level is straightforward. The stock trades ... Everyone’s Talking About NVIDIA. Smart Money Is Watching CrowdStrike Instead
AMZN
Big Tech Spending Is Back in Focus. How Apple Stands Out.
Wednesday night was a busy one for the stock market as Microsoft, Meta Platforms, Amazon.com, and Alphabet all reported their most recent quarterly results. One key takeaway: These massive cloud providers have no plans to slow down their hefty investments towards building out the infrastructure needed to power AI. Microsoft said it expects to invest about $190 billion in capex for the year, which was well ahead of Wall Street’s 2026 estimate of $160 billion.
GOOGL
Big Tech Spending Is Back in Focus. How Apple Stands Out.
Wednesday night was a busy one for the stock market as Microsoft, Meta Platforms, Amazon.com, and Alphabet all reported their most recent quarterly results. One key takeaway: These massive cloud providers have no plans to slow down their hefty investments towards building out the infrastructure needed to power AI. Microsoft said it expects to invest about $190 billion in capex for the year, which was well ahead of Wall Street’s 2026 estimate of $160 billion.
AAPL
Big Tech Spending Is Back in Focus. How Apple Stands Out.
Wednesday night was a busy one for the stock market as Microsoft, Meta Platforms, Amazon.com, and Alphabet all reported their most recent quarterly results. One key takeaway: These massive cloud providers have no plans to slow down their hefty investments towards building out the infrastructure needed to power AI. Microsoft said it expects to invest about $190 billion in capex for the year, which was well ahead of Wall Street’s 2026 estimate of $160 billion.
MSFT
Big Tech Spending Is Back in Focus. How Apple Stands Out.
Wednesday night was a busy one for the stock market as Microsoft, Meta Platforms, Amazon.com, and Alphabet all reported their most recent quarterly results. One key takeaway: These massive cloud providers have no plans to slow down their hefty investments towards building out the infrastructure needed to power AI. Microsoft said it expects to invest about $190 billion in capex for the year, which was well ahead of Wall Street’s 2026 estimate of $160 billion.
NVDA
Is Qualcomm Ready for Primetime? What the Technicals Say.
Qualcomm stock is gaining momentum after lagging the semiconductor sector, with technical signals pointing to a potential breakout.
MSFT
These Stocks Are Today’s Movers: Qualcomm, Microsoft, Alphabet, Amazon, Meta, Quanta Services, Hertz, Caterpillar, Mastercard, and More
Alphabet rises after the Google parent reports strong first-quarter earnings, while Meta sinks on lofty capital spending guidance.
AMZN
These Stocks Are Today’s Movers: Qualcomm, Microsoft, Alphabet, Amazon, Meta, Quanta Services, Hertz, Caterpillar, Mastercard, and More
Alphabet rises after the Google parent reports strong first-quarter earnings, while Meta sinks on lofty capital spending guidance.
COST
Is It Too Late To Consider Costco Wholesale (COST) After Its Strong Year To Date Run?
Investors may be wondering whether Costco Wholesale, at around US$998 a share, still offers solid value or if most of the opportunity is already reflected in the price. The stock has seen a 1.5% decline over the past week, is roughly flat over 30 days at 0.2%, and is up 16.9% year to date and 0.5% over the last year, presenting mixed signals on risk and return. Recent coverage has focused on Costco Wholesale as a key name in US consumer retail, with attention on how its membership model and...
UBER
Hertz Gains 13% on Uber Robotaxi Deal While Avis Rises 2%: A Tale of Two Rental Car Stocks
Shares of Hertz (NASDAQ:HTZ) are up 13% on Thursday at roughly $6.35, while Avis Budget Group (NASDAQ:CAR) stock is only up 2% to around $184.50. The contrast here is notable. Yesterday, both names cratered together, with Avis stock down 18% and Hertz stock down 5% in sympathy. Today, the two stocks are moving at different ... Hertz Gains 13% on Uber Robotaxi Deal While Avis Rises 2%: A Tale of Two Rental Car Stocks