Two of Wall Street’s most influential technology analysts have laid out aggressive bull-case scenarios for Alphabet and Microsoft. They argued that accelerating artificial intelligence adoption could propel each company toward a $5 trillion market valuation by 2026. While both tech giants are already dominant mega-caps, these analysts contend that the market is still underestimating the
The IREN stock price made a strong bearish breakout on Monday as it plunged to its lowest level since September this year. It has now erased some of the gains it made a few months ago when it jumped from $5 to $76. This article explores why the IREN share price has crashed and the
Alphabet Inc. is poised to record another substantial paper gain following a new SpaceX tender offer that sharply lifts the private company’s implied valuation. The transaction, which prices insider shares well above previous secondary sales, is expected to raise the carrying value of Alphabet’s long-held stake in Elon Musk’s rocket and satellite business. The development,
South Africa’s efforts to expand satellite internet access, with Starlink at the centre of the debate, are facing mounting political resistance. Lawmakers are pushing back against a proposed shift in telecom ownership rules that could allow foreign satellite providers to operate without local equity participation, reports Bloomberg. The dispute has reopened sensitive questions around economic
iRobot, the maker of the Roomba robotic vacuum cleaner, filed for Chapter 11 bankruptcy protection on Sunday, marking a dramatic reversal for a company that once defined the consumer robotics industry. The filing clears the way for iRobot to go private under a deal with Picea Robotics, its primary manufacturer, as mounting competition, debt and
As investors stare down the start of 2026, one thing is clear: the playbook that worked over the last decade won’t cut it in the next. Between stubborn inflation fears, a ballooning US national debt and relentless innovation in digital finance, the lines between Wall Street, Washington and Web3 are blurring fast. That’s exactly the
Broadcom stock (NASDAQ: AVGO) plummeted nearly 9% on Friday after the chipmaker warned that surging AI revenue would carry lower profit margins. The development disappointed investors who had been betting on the company’s transition into custom chips for hyperscalers. Friday’s sell-off came despite the company beating Wall Street estimates with fiscal Q4 revenue of $18.02
Nvidia stock (NASDAQ: NVDA) continues to trade in red for the fourth straight session as a wave of profit-taking swept across semiconductor stocks. The artificial intelligence stocks are witnessing a broader volatility after Oracle’s disappointing cloud revenue guidance and a stark margin warning from Broadcom that exposed uncomfortable truths about AI chip profitability. Nvidia stock
Oracle stock (NYSE: ORCL) plunged 5% on Friday after Bloomberg reported that the cloud giant has pushed back the completion of several data centers being built for OpenAI from 2027 to 2028. The delay ignited fresh investor anxiety about Oracle’s $300 billion bet on AI infrastructure and its ability to convert aggressive capex spending into
Apple Inc. (NASDAQ: AAPL) faces frequent criticism for lagging in artificial intelligence innovation compared to aggressive moves by Microsoft, Google, and Meta. However, 2026 will finally mark the giant’s entry into an “AI revolution”, argues Wedbush’s senior analyst, Dan Ives. Ives maintained his “outperform” rating on AAPL shares this week, raising his price target to