News
Headlines tagged to companies in the stack. Each links to the original article; this site stores headlines and short summaries only.
Showing headlines before Oct 31, 13:13 ET. Back to the newest
- France Wants a 5.5-Cent-per-Gigabyte Tax on Netflix, Google and Meta
France just voted to bill Netflix, Google, and Meta by the gigabyte, and the revenue estimate runs into the billions. Whether it survives the Senate and a potential White House response is another matter entirely.
- The daunting economic decision on data centers
Communities across the U.S. courting data centers face an economic bargain: billions in private investment and potentially lucrative tax revenue, alongside mounting public backlash.
- AI boom hits a wall on Wall Street as OpenAI cuts fundraising target while Meta gets a credit warning over its cash flow, spending and monetization
S&P Global cut its outlook on Meta to "negative" from "stable" late Friday.
- Why Dell (DELL) shares are getting obliterated today
Shares of computer hardware and IT solutions company Dell (NYSE:DELL) fell 9.5% in the morning session after Intel warned of a prolonged slump in personal computer demand and forecast steep declines in global shipments.
- Are Wall Street Analysts Predicting Palantir Technologies Stock Will Climb or Sink?
Palantir Technologies has trailed the broader market over the past year, yet Wall Street analysts maintain a moderately optimistic outlook on the stock’s prospects.
- Micron, SanDisk, and Western Digital Remain in Bear Territory, But Key Catalysts Remain Intact
Top memory stocks like Micron, SanDisk, and Western Digital stocks have slumped into a bear market as key catalysts remain intact.
- Amazon Is Borrowing Against Its Own Data Center Gear to Fund More Data Centers
Amazon just filed paperwork for a borrowing tool it has never used before, one that puts actual equipment on the line as collateral, and the reason behind that shift reveals how stretched even the world's largest cloud business has become.
- OpenAI Raises Just $11 Billion as AI Bubble Fears Rise, Valuation Hits $1.25 Trillion
OpenAI is about to raise $11 billion, much less than the $30 billion it was targeting, with its valuation falling short to $1.25 trillion
- Intel Has a Massive Warning for AMD Stock Investors. Is It Time to Book Profits Before Nov. 3?
Intel's tepid guidance has negatively impacted AMD stock.
- Wall Street Is Getting More Interested in Credo. Here’s My Price Prediction
Credo just posted triple-digit revenue growth and still trades at a steeper discount than its closest rivals, yet the stock has fallen nearly 20% in a single month. Something in this picture does not add up, and the answer points to a price target most analysts have not caught up…
- The AI Red Queen Effect: Why Big Tech Can’t Afford to Stop Spending
Amazon, Microsoft, Meta, and Alphabet are betting hundreds of billions of dollars that falling behind their rivals would be more costly than investing too much.
- Here's the Real Winner of the AI Build-Out
Taiwan Semiconductor is set to cash in as long as the build-out continues.
- Here’s What a $1,000 Investment in Oracle Stock Will Be Worth by 2030
Oracle's long-term outlook suggests that concerns about the health of its balance sheet may be overblown.
- Elon Musk Has Incredible News for Micron Stock Investors
Musk's comments suggest that the incredible demand for memory chips is sustainable over the long run.
- What Applied Materials Holders Got Right
If you only skimmed the headlines about Applied Materials lifting growth outlooks and opening a US$5b EPIC Center, you might assume the share price simply tracked those upbeat stories. For Applied Materials shareholders, the return over the past year was 68.3%, including dividend…
- Amazon (AMZN) Stock Slips As Q3 Earnings Reflect Profit Reset
Amazon.com just dropped Q3 2026 numbers that show a bruising hit to profit even as the business kept pulling in more sales. Net income landed at US$20.7b on revenue of US$201.9b, and earnings per share stepped down sharply from the unusually strong prior quarter. The stock told a…
- If Taiwan Semi Raises Prices, It Could Be Bad News for Intel Stock. Here’s Why.
TSMC’s reported price hike could signal strong AI chip demand while raising concerns that Intel’s technology is not yet exerting enough competitive pressure on TSMC.
- Big Tech Now Spends More on AI Than It Brings In From Operations
The five biggest names in tech are now writing checks their operations alone cannot cover, and the gap between what they spend on AI and what they earn is widening fast enough to force choices that will hit shareholders directly.
- The Nasdaq 100 Briefly Fell Into a Correction as the AI Trade Cracks
Chip stocks cratered, the Nasdaq-100 crossed a line it has not crossed all year, and one portfolio manager says the AI trade just entered a dangerous new phase that separates believers from skeptics.
- Are You Overpaying For Constellation Energy Stock Versus Its Rivals?
For questions about this article or underlying research, email help@trefis.com.
- Anthropic IPO Faces Real Risk as AI Bubble Fears Linger and Blackstone Sounds a Warning
The upcoming Anthropic IPO is facing substantial risks amid the ongoing AI bubble fears, with Blackstone sounding a major warning
- S&P 500 Index Rally Hits a Wall Amid AI Jitters as Key Valuation Metric Dips
The S&P 500 Index rally has hit a major wall as the AI jitters continue and as the forward price-to-earnings ratio falls.
- Is Vertiv Stock Safer Or Riskier Than A Year Ago?
For questions about this article or underlying research, email help@trefis.com.
- Lumentum Jumped on Reports Marvell Is in Late-Stage Talks to Acquire the Company. LITE Stock Is a Buy No Matter What.
Lumentum jumped 15% in after-hours trading on October 28 after reports that Marvell is in late-stage talks to acquire the company, with a deal potentially possible as soon as early November.
- Prediction: This Under-the-Radar AI Stock Could Have a Big 2030 Ahead
Marvell Technology has quietly become one of the purest plays on AI data center buildout, and its CEO is calling the upside in coming years game-changing. But getting to $500 by 2030 demands three very specific things to break exactly right.
- ORCL Stock Has a Solid Base to Build on After Q1, Especially as Oracle Announces Key AI Partnerships
The deals were with various players in the AI supply chain.
- Piper Sandler’s $400 Target Says Marvell’s Selloff Went Too Far
Key TakeawaysMarvell stock is down 41% from its June high after reports that it’s in advanced talks to buy Lumentum, reportedly in an all-stock deal. Piper Sandler kept its Overweight rating and $400 target, 104% above the current price, and pointed to Lumentum’s lasers as key to…
- Marvell Sinks 14% in a Week on Lumentum Talks: Chipmakers Like It “Don’t Have a Choice”
Key TakeawaysMarvell Technology fell 14% in the past week on reported Lumentum talks, then in a chip selloff after Intel’s weak outlook. Lumentum’s lasers would make Marvell a bigger Broadcom rival and give Coherent a competitor backed by Marvell’s chips.
- 5 revealing analyst questions from KLA Corporation’s Q3 earnings call
KLA Corporation’s third quarter results were marked by strong demand for semiconductor process control equipment, with management attributing the outperformance to surging investment in artificial intelligence (AI) infrastructure and advanced packaging technologies. CEO Richard W…
- Your stock portfolio increasingly hinges on the bond market — and the midterm elections
Tech stocks in late October caught the cold that for months has been a drag on the corporate bond market.