South Korea’s once-hot Kospi index is headed for another day of sharp declines as the AI trade loses steam...
Posts published by “Emily Bary”
With the cloud narrative now better understood, Microsoft has an opportunity to refocus investors around software and dispel negative sentiment...
Jensen Huang said Nvidia still plans to invest in OpenAI but dialed back expectations around the size of the commitment...
After issuing an $18 billion bond offering last fall, Oracle intends to tap the debt and equity markets anew in 2026...
Shares of the software company were set to extend declines despite a better-than-expected forecast...
Investors focused on the balance between AI spending and AI revenue wanted more juice from Microsoft’s cloud business in the latest quarter...
AT&T added 283,000 fiber subscribers and 421,000 net postpaid phone subscribers in the latest quarter, reflecting a push for “convergence” of connectivity offerings...
The biggest bull on Apple’s stock is looking for the company to address its “invisible AI strategy’ and keep Tim Cook around as CEO for this transformative period...
A 10% cap on interest rates could mean a big hit to card companies’ earnings. But a Jefferies analyst says it’s “highly unlikely” that Trump gets his way...
Okta’s stock is rising after the company beat earnings expectations and raised its guidance, reflecting the growing need to authenticate users and agents in the AI era...