Michael Burry attends “The Big Short” New York screening Ziegfeld Theater on Nov. 23, 2015 in New York City. Astrid Stawiarz | Getty Images Michael Burry of “Big Short” fame is warning that the stock market’s fixation on artificial intelligence is beginning to resemble the final stages of the dot-com bubble. “Absolutely non-stop AI. Nobody…
Arm Holdings shares fell Wednesday evening despite the chip designer reporting a better-than-expected quarter and giving an upbeat outlook for its data center CPU business. Revenue for the company’s fiscal 2026 fourth quarter ended March 31 increased 20% year-over-year to $1.49 billion, ahead of the LSEG-compiled analysts’ consensus estimate of $1.47 billion. Non-GAAP earnings per…
CANADA – 2025/08/07: In this photo illustration, the SoftBank Group (Soft Bank) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images) Sopa Images | Lightrocket | Getty Images Shares in Japanese tech-focused investment giant SoftBank Group soared 16.5% Thursday, amid a broader tech-fueled rally that saw Japan’s…
Shares of Samsung Electronics surged more than 10% Wednesday, pushing the chip giant’s market capitalization past the $1 trillion mark as investors continued to pile into artificial intelligence-linked stocks. Samsung became the second Asian company to cross the $1 trillion mark, after TSMC. The company first crossed that $1 trillion market capitalization threshold on Feb….
Lisa Su, chair and chief executive officer of Advanced Micro Devices Inc. (AMD), during the 2026 CES event in Las Vegas, Nevada, US, on Monday, Jan. 5, 2026. Bridget Bennett | Bloomberg | Getty Images Advanced Micro Devices reported first-quarter earnings Tuesday that topped expectations, while the company’s revenue forecast also exceeded estimates as demand…
The S & P 500 kept its record run alive last week, boosted by a strong batch of earnings reports that showed the artificial intelligence spending boom isn’t slowing down. Even more earnings are on the way in the coming week. Plus, the jobs market will be under the microscope. The market’s blistering rally in…
CNBC’s Jim Cramer said the market just powered through the toughest week of earnings “with flying colors,” but warned that next week could be even more treacherous. “All the big techs did well … Everything connected with the data center went bonkers,” the “Mad Money” host said. However, he cautioned against complacency. “That doesn’t mean…
Apple CEO Tim Cook gestures as Apple holds an event at the Steve Jobs Theater on its campus in Cupertino, California, U.S. Sept. 9, 2025. Manuel Orbegozo | Reuters The global memory crisis played an outsized role in tech earnings season, which hit an apex this week. Apple CEO Tim Cook warned it’s just the…
Qualcomm shares staged a dramatic turnaround after the bell on Wednesday as CEO Cristiano Amon said on the earnings call that it would begin shipping data center chips to “a large hyperscaler” within the calendar year. The stock initially fell as much as 7% after the chipmaker reported second-quarter earnings that topped Wall Street estimates…
The Samsung exhibition stand features the prominent ”A new era of mobile agentic AI” slogan by the South Korean company Samsung Electronics. Joan Cros | Nurphoto | Getty Images Samsung Electronics reported an over eight-fold increase in first-quarter operating profits on Thursday, hitting a new record and beating analysts’ estimates on the explosive growth of…
