Microsoft likely to benefit from deeper Anthropic ties, HSBC says
By Chris Ciaccia Publication Date: 2026-04-28 14:21:00 Microsoft (MSFT) is set to report fiscal third-quarter results on April 29, and…
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By Chris Ciaccia Publication Date: 2026-04-28 14:21:00 Microsoft (MSFT) is set to report fiscal third-quarter results on April 29, and…
By StreetInsider.com Publication Date: 2026-04-27 12:00:00 Investing.com — Bank of America raised its price targets for two IT names in…
By Jay Liu, Taipei Publication Date: 2026-04-27 04:30:00 1.6T optical communication modules are set for broad adoption in AI data…
Astera Labs stock was rising alongside Credo Technology and Marvell Technology in the wake of an Amazon-Anthropic announcement. https://www.barrons.com/articles/marvell-stock-pick-amazon-anthropic-deal-credo-astera-a018b151
By @CNBC Publication Date: 2026-04-21 14:43:00 Go behind the scenes with Jim Cramer and Jeff Marks of the CNBC Investing…
By Brandon Evans Publication Date: 2026-04-10 13:37:00 Broadcom-Google TPU deal may boost Cadence (CDNS) via customer-owned tooling and EDA back-end…
By Timothy Prickett Morgan Publication Date: 2026-04-07 17:31:00 For so many years, the hyperscalers and cloud builders have dominated IT…
By James Brumley Publication Date: 2026-04-08 20:14:00 It’s been a tough past couple of weeks for Micron Technology and Sandisk shareholders. Both…
By Unknown Publication Date: 2026-03-26 12:09:00 Key Points Broadcom has a huge opportunity from custom artificial intelligence (AI) chips. AMD…
By Leigh Gant Publication Date: 2026-03-25 22:15:00 Long-term thematic investments have historically played a key role in delivering superior returns.…