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منبع: The Motley Fool خبرگزاری
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Apple vs. CoreWeave: Comparing Revenue Trends Between a Stable Tech Giant and a Rapidly Growing AI Neocloud

Apple vs. CoreWeave: Comparing Revenue Trends Between a Stable Tech Giant and a Rapidly Growing AI Neocloud

Apple consistently generates higher absolute revenue totals across its established global operations, while CoreWeave exhibits a faster relative growth rate from a much smaller initial baseline. Apple displays cyclical quarter-over-quarter revenue fluctuations that typically peak during the end of the calendar year, while CoreWeave shows continuous quarter-over-quarter sequential increases across all recently reported quarters.

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AAPL Apple Inc.
منبع: The Motley Fool
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منبع: 24/7 Wall Street خبرگزاری
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Top Investors See Value in AMZN: “Amazon Has Built One of the Largest Chip Businesses in the World and Barely Anyone Has Noticed”

Top Investors See Value in AMZN: “Amazon Has Built One of the Largest Chip Businesses in the World and Barely Anyone Has Noticed”

On a recent episode of The Investor's Podcast (838), Daniel Mahncke and Shawn O'Malley argued that Amazon offers more asymmetric upside than its hyperscaler peers: “Amazon has literally built one of the largest chip businesses in the world in the last couple of years, and barely anyone has even noticed.

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AMZN Amazon.com, Inc.
منبع: 24/7 Wall Street
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منبع: New York Post خبرگزاری
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Nvidia provides $105B in financing toward OpenAI's massive Ohio data center — will be one of biggest in world

Nvidia provides $105B in financing toward OpenAI's massive Ohio data center — will be one of biggest in world

OpenAI has inked a 20-year deal for the site, which will ultimately provide about eight gigawatts of computing capacity that will help support products like ChatGPT. In energy terms, a single gigawatt can power approximately 750,000 homes.

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NVDA NVIDIA Corporation
منبع: New York Post
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منبع: Invezz خبرگزاری
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Why is Microsoft stock falling 3% today?

Why is Microsoft stock falling 3% today?

Microsoft MSFT shares fell about 3.2% on Monday after a Guardian investigation raised questions about whether the company has enough advanced chips installed to support its rapid artificial intelligence infrastructure expansion. The report pointed to a potential gap between Microsoft's stated data-center expansion and the number of AI chips installed across its facilities.

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MSFT Microsoft Corporation
منبع: Invezz
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منبع: Schaeffers Research خبرگزاری
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3 Tech Trends Taking Over This Afternoon

As the  afternoon noise subsides  and we head into the second half of the session, catch up on what's driving the conversation.

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META Meta Platforms, Inc.
منبع: Schaeffers Research
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منبع: Fox Business خبرگزاری
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Meta heads to trial over alleged social media addiction, risks to children

Attorneys general from California, Colorado, Kentucky and New Jersey allege Meta misled the public about the risks its platforms pose to children.

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META Meta Platforms, Inc.
منبع: Fox Business
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منبع: 24/7 Wall Street خبرگزاری
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Nvidia's Circular Financing Web Gets Even Wider

Nvidia's Circular Financing Web Gets Even Wider

Wall Street spent most of 2026 debating whether Big Tech's AI spending was real demand or a financing trick dressed up as a boom.

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NVDA NVIDIA Corporation
منبع: 24/7 Wall Street
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منبع: 24/7 Wall Street خبرگزاری
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Steve Eisman Just Highlighted a Major Risk for the AI Boom — And It Doesn't Appear to Bode Well for Nvidia

Steve Eisman Just Highlighted a Major Risk for the AI Boom — And It Doesn't Appear to Bode Well for Nvidia

Steve Eisman, the man who bet against housing on the cusp of the Great Financial Crisis, hasn't been nearly as bearish on the AI boom as you'd think, at least not half as bearish as Dr.

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NVDA NVIDIA Corporation
منبع: 24/7 Wall Street
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منبع: 24/7 Wall Street خبرگزاری
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Billionaires Battle on NVIDIA: David Tepper Bought More. Dan Loeb Sold Every Share.

Billionaires Battle on NVIDIA: David Tepper Bought More. Dan Loeb Sold Every Share.

Three of the most respected money managers alive reached three completely different conclusions about NVIDIA in the same 90 days.

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NVDA NVIDIA Corporation
منبع: 24/7 Wall Street
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منبع: The Motley Fool خبرگزاری
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Tesla Stock Faces a High Stakes Reality Check After Its Record Quarter

Tesla Stock Faces a High Stakes Reality Check After Its Record Quarter

Tesla (TSLA +0.68%) delivered record revenue and stronger vehicle deliveries, but falling operating profit, negative free cash flow, and slowing disclosed robotaxi momentum complicate the bull case. The numbers reveal a widening gap between Tesla's current earnings power and the enormous future growth embedded in its valuation.

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TSLA Tesla, Inc.
منبع: The Motley Fool
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منبع: 24/7 Wall Street خبرگزاری
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Elon Musk and Jensen Huang's New Partnership Could Create the Next Era of Technology

Elon Musk and Jensen Huang's New Partnership Could Create the Next Era of Technology

Over the past two weeks, four separate headlines may look unrelated, but my bet is they're adding up to something much larger.

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NVDA NVIDIA Corporation
منبع: 24/7 Wall Street
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منبع: Schwab Network خبرگزاری
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NVDA Growing "Kingmaker" Role in AI Buildout as GOOGL Races for "True" AI

"We've seen a strong shift in company selling compute versus buying compute," says Noah Kann. He points out Alphabet (GOOGL) signaling negative free cash flow in earnings and its following stock sell-off as an example.

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NVDA NVIDIA Corporation
منبع: Schwab Network
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منبع: The Motley Fool خبرگزاری
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Satya Nadella's Microsoft Stock Jumped 18% in a Week After Azure's Annual Revenue Topped $100 Billion for the First Time. Is It Still a Buy?

Satya Nadella's Microsoft Stock Jumped 18% in a Week After Azure's Annual Revenue Topped $100 Billion for the First Time. Is It Still a Buy?

A strong quarter improved Microsoft's standing with investors. Rampant Azure growth and a shift to in-house chips and models are paying off.

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MSFT Microsoft Corporation
منبع: The Motley Fool
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منبع: Bloomberg Markets and Finance خبرگزاری
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Bloomberg This Weekend | Meta on Trial, the Race To Replace Gov. DeSantis, and Pet Longevity

Bloomberg This Weekend | Meta on Trial, the Race To Replace Gov. DeSantis, and Pet Longevity

The news doesn't stop when markets close. Hosts Joe Mathieu, Carol Massar and Lisa Mateo bring clarity, context and a bit of humor to the weekend's biggest headlines, LIVE from New York.

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META Meta Platforms, Inc.
منبع: Bloomberg Markets and Finance
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