AI

Texas Instruments stock down 8% now yields ~3%, with completed $30B fab and declining capex set to boost free cash flow and support 22-year dividend streak.

Alphabet transitions from perceived AI laggard to competitive leader, prompting long-term investors to justify permanent stock ownership based on search dominance and AI potential.

Alphabet rallied 5% March 31 after 20% pullback, posting 18% revenue growth and record cash flow driven by enterprise AI demand.

Analyst predicts Tesla-SpaceX-xAI merger within five years, but Tesla's 300x earnings valuation presents substantial investor risk despite strategic appeal.

Palantir Technologies secured three major contracts: Maven Smart System program of record status, UK FCA financial crime pilot, and Golden Dome missile defense system role.

Bank of America reinitiated Microsoft coverage with a $500 price target (34% upside), arguing the software giant's cloud and AI capabilities offer substantial upside as stock falls 33% from October peak.

InterDigital declares $0.70 quarterly dividend payable April 22, 2026. The announcement reflects management confidence in the wireless and AI technology leader's cash generation.

Questex's Sensors Converge 2026 expands to three days in Santa Clara, featuring 200+ exhibitors, 100+ speakers, and major tech firms including Intel and Qualcomm.

Anthropic reaches $380 billion valuation on $14 billion ARR; AGIX ETF offers private equity exposure before potential IPO.

Palantir and Moder partner to develop AI mortgage platform automating lending operations. Early deployments at Freedom Mortgage show improvements in speed, accuracy, and customer experience.

$DVLT shares jumped 18% to $0.92 amid small-cap rotation and raised revenue guidance ahead of Q4 earnings on March 19.

Michael Burry criticizes media coverage of his bearish $PLTR bet, arguing outlets focused on notional size rather than fundamental concerns about margins and accounting signals.

Intel stock could double to $85 by 2030 if the company achieves 25% earnings growth through improved data center chips, ASIC expansion, and manufacturing advances.

S&P 500 and Dow futures declined Thursday amid geopolitical tensions. Bumble surged 22.89% on earnings; Morgan Stanley dropped 1.80% after redemption restrictions; Adobe fell pre-earnings.

Market undervalues $AMZN's expanding AI and cloud leadership, with robotaxi ambitions through Zoox adding upside potential for investors.

Block and Dell Technologies stocks soar over 20% following strong earnings driven by AI efficiency gains and explosive server demand respectively.

Ferrari, TSMC, and BWX Technologies emerge as potential multi-baggers through 2036, leveraging luxury pricing power, semiconductor dominance, and nuclear growth.

Oracle launches AI-powered safety prediction tool trained on 10,000+ project-years of construction data to help firms prevent workplace incidents. Stock rises 1.05% but remains below key moving averages.

U.S. futures decline amid Middle East tensions and ceasefire negotiations. Broadcom, Veeva Systems, and Trade Desk surge while Webull falls.

Capgemini extends McDonald's partnership five years to support digital transformation, AI-powered loyalty growth targeting 250M users and $45B systemwide sales by 2027.