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AI Stocks

Qualcomm Agrees to Buy AI Software Firm Modular for About $3.9–4 Billion

The all‑stock deal gives Qualcomm a hardware‑agnostic AI stack to support its new data‑center chips and to compete with Nvidia’s developer ecosystem.

UBS Raises AMD Price Target to $670 Citing Agentic AI and Standalone CPU Rack Demand

Prime Day Moved to June Boosts Amazon's Q2 Revenue Outlook

Micron and Anthropic Forge Multi-Year AI Memory Partnership and Equity Deal

Intuitive Surgical Stock Falls as Investors Question Instrument-Life Change

White House Quantum Orders and JPMorgan Upgrade Lift IBM's Market Outlook

Micron Crushes Estimates and Says HBM Shortage Will Last Beyond 2027

Marvell Is Being Repriced as an AI Data‑Center Supplier After a Record Quarter

Departures of DeepMind Stars Rattle Investors and Knock Alphabet Shares

Salesforce Shares Plunge to Year Low as AI Deals Fail to Calm Investors

Micron Reaches Trillion-Dollar Valuation as Q3 Earnings Become the Market's Decider

JPMorgan Urges Aggressive Buying as Broadcom Rebounds

Meta Splits From Manus as It Scales a $125–$145 Billion AI Buildout

Vertiv Stakes Claim as Core AI Data‑Center Supplier on $15 Billion Backlog

U.S.–Iran Framework Sends Oil Down and Tech Stocks Surging

Credo Completes DustPhotonics Deal and Tops Quarter, Prompting Analyst Upgrades

Broadcom’s Record AI Quarter Sends Stock Lower After Cautious Guidance and 'Chips Only' Pivot

UiPath Pushes Into Agentic AI as Revenue Rises and Investors Demand Proof

CrowdStrike Raises Outlook After Record ARR and Cash Flow and Announces 4-for-1 Split

White House Orders Rapid AI Push for Military and Intelligence Use