AI Stock Insights

Apple and Microsoft hit records, but only Microsoft's gain rests on reported AI-linked results. AMC's move was driven by other factors.

• Microsoft:...

A GS1 US study finds many organizations are adding AI and automation faster than they build the trusted, integrated data foundation those investments...

Palantir's third-quarter revenue nearly doubled to $2.31 billion, and U.S. commercial revenue rose 148%, surpassing U.S. government revenue for the...

Nvidia shares fell 1.35% to $203.90 in premarket trading on November 4, with the headline tying the drop to a $108 billion guide. The source frames...

Seven ways of charging appear across this set of 35 cases, but the figures are gross revenue before fees and costs, not profit.

• Software...

The midterm results drove a sharp sector rotation, but tech told a more mixed story.

• Broad gains: The S&P 500 rose about 1.6%, with eight of eleven...

Ramp economist Ara Kharazian, using data from 80,000 businesses, finds AI spend is extraordinarily concentrated, with 1% of businesses driving 80% of...

A selection guide urges investors to compare index methodologies and inspect holdings for real AI revenue. Two funds show why:

• CHPX tracks...

Intel's 29% plunge after a weak Q4 forecast hit chip stocks, but analyst Ben Reitzes still recommends buying Nvidia.

• Reitzes cut his Nvidia target...

Navitas's latest quarter shows growth and margin gains, but the durability case still rests largely on management's forecasts.

• Revenue: Q3 revenue...

Search still grew 12% to $63.3 billion, but that was down from about 17% the prior quarter, and paid click growth slowed from 13% to 8%.

Google's...

The rise of AI-led shopping is posing a conundrum for retailers like Walmart and Amazon: how to enable AI agents to shop on their websites. The...

• Ad revenue is growing: Advertising revenue rose 26% to $63.1B, driven by 10% higher ad impressions and a 14% increase in average price per ad.
• AI...

The author argues that zero-retention promises miss the real question: what a company builds with its data. A closed-model API returns outputs but...

Search usage is surging, but revenue isn't keeping pace. Search & other grew 12% to $63.35 billion, while queries hit their fastest growth in five...

Anthropic and OpenAI hope to raise capital valuing each near $2 trillion, and their revenue is approaching $50 billion annualized. The article calls...

Operating profit is climbing, but the cash math is still unresolved.

• Q3 operating profit rose about 61% to $28.1 billion, with AWS contributing 63%...

Big Tech rallied after the vote, with Amazon up as much as 8% and Microsoft up 7%. Investors wagered that a Democrat-led Congress would slow the AI...

Meta has acquired Conductor, a startup whose platform lets developers run multiple AI coding agents in parallel. Financial terms were not disclosed,...

James Cook, manager of JPMorgan's Global Growth & Income trust, sees AI-driven margin risk in lower-quality parts of the supply chain. He warns that...