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Why Dan Ives Maintains His Sky High Target on IBM After Its Largest Crash Ever
IBM stock has experienced its largest crash ever, dropping 25% despite an explosion in AI spending.
Ai Spending
10 trends tracked about this subject — the full history, oldest to newest below.
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IBM Says Second-Quarter Sales Missed as Customers Pulled Back
IBM shares plummeted over 20% after the company warned that second-quarter sales missed expectations due to customer pullbacks.
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Nvidia, Micron, and other chip players are poised to become cash-producing machines
Chipmakers like Nvidia and Micron are positioned for massive growth as Big Tech firms engage in a trillion-dollar spending spree on AI.
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Can AI answer the $3 trillion question?
Financial analysts are debating the sustainability of massive corporate investments in artificial intelligence infrastructure.
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$750 Billion AI Spending Wave: Should You Buy These 3 AI Infrastructure Stocks?
A projected $750 billion AI spending wave is prompting analysts to identify key infrastructure stocks following a recent market pullback.
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Tesla caps employee AI spending at $200/week except for Grok
Tesla has implemented a $200 weekly limit on employee AI spending, with a notable exception for the Grok AI system.
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Microsoft’s $570 Billion Rout Sets Up Its Worst Month Since 2000
Microsoft's stock is experiencing its worst month since 2000, sparking debate among investors.
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Tech Took a Header. The Rest of the Market Marched On.
Investors are shifting focus away from tech stocks, particularly those in the AI sector.
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Veteran Bank Cuts Microsoft Stock Price Target on AI Spending Concerns
Microsoft's stock price is trending downward amid concerns over AI spending.
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Stock market today: Nasdaq, S&P 500 futures plunge as global chip sell-off spurs AI doubts
Global chip sell-off sparks AI doubts and sends Nasdaq, S&P 500 futures plummeting