Dell Technologies Inc. signage on the floor of the New York Stock Exchange (NYSE) in New York, US, on Wednesday, Aug. 12, 2026. Michael Nagle | Bloomberg | Getty Images Dell Technologies stock rose 12% on Friday after RBC Capital Markets initiated coverage of the computer maker and gave it an outperform rating and a…
An attendee with a Samsung Galaxy Z Fold 8 smartphone at a Samsung Unpacked product launch event in London, UK, on Wednesday, July 22, 2026. Samsung Electronics Co. revamped its foldable phone lineup, introducing a new entertainment-focused model that will compete with Apple Inc.’s imminent entry into the market. Photographer: Chris Ratcliffe/Bloomberg via Getty Images Bloomberg | Bloomberg…
Goodbye, summer. With Labor Day marking the unofficial end of summer, traders and portfolio managers will return from vacations and be back at their desks in full force. Portfolios tend to see some house-cleaning adjustments. Trading volumes pick up. Midterm elections are also on the horizon this year, which can add volatility in the run-up…
Alphabet CEO Sundar Pichai speaks at the AI Impact Summit in New Delhi, India, on Feb. 20, 2026. Prakash Singh | Bloomberg | Getty Images After wrapping up its longest monthly losing streak on Wall Street in more than a decade, Google has started September by giving investors several reasons for optimism. The company on…
Microsoft CEO Satya Nadella speaks at the Microsoft AI Tour in Sydney on April 23, 2026. George Chan | Getty Images News | Getty Images Microsoft will start disclosing quarterly revenue for its Azure cloud business for the first time, providing investors with a clearer picture of its business that competes with Amazon Web Services…
Greg Abel, CEO of Berkshire Hathaway, speaks during the Berkshire Hathaway Annual Shareholders Meeting in Omaha, NE on May 2, 2026. CNBC Berkshire Hathaway CEO Greg Abel discussed with CNBC’s Becky Quick on Wednesday the conglomerate’s massive investment in Google-parent Alphabet, calling the tech giant a “significant player” in artificial intelligence. Abel said that Berkshire…
Dell Technologies shares moved 9% higher in extended trading on Tuesday after the computer maker reported results and a forecast that easily cleared Wall Street expectations. Here’s how the company did relative to LSEG consensus: Earnings per share: $7.04 adjusted vs. $4.92 expected Revenue: $46.97 billion vs. $44.92 billion expected Revenue came in higher than…
When incoming Apple CEO John Ternus spoke to CNBC in late 2023, he was all about the technology. Custom chips, device battery life and memory architecture were among his primary interests. “If we build the right products with the right components within them, right silicon and other technologies, people love them,” Ternus, who took over…
CNBC’s Jim Cramer said Monday that August was a comeback month for stocks that had been battered by some of Wall Street’s most powerful bearish narratives. His comments came on the final trading day of August. Several of the S&P 500‘s biggest winners in August spent months under pressure from concerns ranging from artificial intelligence…
This week’s impressive earnings results showed that the AI buildout is not a zero-sum game: both hardware and software stocks can win. The tech-heavy Nasdaq Composite and the S & P 500 gained 0.9% and 0.5%, respectively, while the blue-chip Dow Jones Industrial Average added 0.5%, marking its first winning week in three. Much of…
