Alibaba Is Morphing Into A Microsoft‑Amazon‑Nvidia Mashup As China's AI Wave Accelerates

Alibaba is morphing into a Microsoft-Amazon-Nvidia mashup with explosive cloud growth, chip expansion and infrastructure buildouts.

What's Going On With Sandisk Stock Thursday?

S&P upgrades SanDisk (SNDK) after company repays all debt, boasting a $3.7B cash pile and a massive $6B stock buyback plan.

What's Going On With Micron Stock Thursday?

With MU stock trading near 52-week highs, see why constrained memory supply could keep pricing power with Micron through 2028.

Stock Market Today: S&P 500, Dow, Nasdaq Futures Gain As Trump Clears NVDA's H200 Sales To China— Cisco Systems, Doximity In Focus (UPDATED)

(Editor’s note: The future prices of benchmark tracking ETFs, the headline, the lede and the economic were updated in the story.)

Cantor Fitzgerald Maintains Overweight on NVIDIA, Raises Price Target to $350

Cantor Fitzgerald analyst C.J. Muse maintains NVIDIA (NASDAQ:NVDA) with a Overweight and raises the price target from $300 to $350.

Cisco's Comeback Highlights A New Wave Of AI Winners — And ETFs Are Responding Fast

Cisco's AI outlook boosted shares and signaled the AI trade is expanding beyond the Magnificent Seven into broader tech and AI ETFs.

What's Going On With NVIDIA Stock Thursday?

NVIDIA (NVDA) climbs 1.85% premarket. Investors eye Jensen Huang's China visit and upcoming May 20 earnings for AI growth signals.

Why Is Intel Stock Falling Thursday?

Intel (INTC) shares fall as investors take profits, but a new Apple foundry deal and domestic expansion signal massive long-term growth.

Peter Navarro Once Slammed Tesla Over China Reliance—Now Xi Jinping Says Beijing Will Open Wider To US Companies Amid Trump Visit

Trump and Navarro had previously criticized Tesla for reliance on China-made parts as tariffs dictated U.S. trade policy last year.

Analyzing NVIDIA In Comparison To Competitors In Semiconductors & Semiconductor Equipment Industry