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Intel stock jumps 12% on reports that Nvidia and Apple plan to shift chip production to Intel's 14A foundry process by 2028, reshaping the global semiconductor supply chain.
J.P. Morgan now projects the Federal Reserve could hold steady at 3.5% for all of 2026, a dramatic shift from the six cuts markets expected just months ago. What it means for investors.
IBM reports Q4 2025 revenue of $19.7 billion, up 12%, as its generative AI book of business reaches $12.5 billion and IBM Z mainframe sales surge 67%.
Tesla's Q4 2025 EPS of $0.50 beats estimates, but the company's first-ever annual revenue decline and 61% net income plunge underscore a painful transition from growth to robotaxi ambitions.
Meta posts Q4 2025 revenue of $59.9 billion, beating estimates by $1.5 billion. The company plans to spend up to $135 billion on AI infrastructure in 2026, nearly double last year.
With the GENIUS Act already law and the CLARITY Act moving through Congress, 2026 is shaping up as the most consequential year for crypto regulation since Bitcoin's creation.
Investment-grade corporate bond issuance is projected to hit $2 trillion in 2026 as M&A megadeals and AI infrastructure spending transform the credit market landscape.
ASML's record orders, Texas Instruments' upbeat guidance, and China's Nvidia H200 approval converge to push the VanEck Semiconductor ETF to a new 52-week high.
New data shows U.S. startups raised $274 billion in 2025, with AI companies capturing roughly half of all venture capital. Five AI firms alone raised $84 billion.
Beijing approves the first batch of Nvidia's H200 AI chips during Jensen Huang's China visit, signaling a strategic pivot as Chinese tech giants race to build AI infrastructure.
Rick Rieder, BlackRock's chief investment officer of fixed income managing $2.5 trillion, has emerged as the leading candidate to replace Jerome Powell when his term expires in May.
SK Hynix reports historic 2025 results with operating profit nearly doubling to $34 billion, surpassing Samsung Electronics as AI chip demand transforms the memory market.