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Taiwan Semiconductor Manufacturing (NYSE:TSM) is back in focus after reports that it is weighing a multibillion dollar chip campus in Texas, separate from its huge Arizona commitment. The potential Texas build comes after a powerful run in Taiwan Semiconductor Manufacturing’s shares, with a 1-month share price return of 10.92% and a year-to-date share price return of 43.68% that has pushed the stock to US$459.20. The 1-year total shareholder return of 60.69% and 3-year total shareholder...

IonQ’s updated framework now points to a fair value of US$66.63, trimmed from US$68.41. This gives you a fresh reference point for how some analysts are thinking about the stock. That reset lines up with recent Street work that tries to balance long term optimism on quantum computing with questions around execution, valuation and timing. As you read on, you will see how this evolving narrative is taking shape and what to watch if you want to follow future shifts in sentiment on IonQ. Stay...

A strong earnings report lifted the jewelry stock.

Investing.com-- Amazon is seeking to offload about $8 billion of advanced Nvidia chips to external investors, the Financial Times reported on Thursday, citing people familiar with the matter.

Bit Digital is back in focus after a reset to the analyst fair value estimate, with the modelled equity value per share reduced from US$4.10 to US$3.63. That shift lines up with Street price targets clustered in the US$3 to US$4 range and reflects an active debate over how much credit to give the company for its WhiteFiber stake and Ethereum treasury. As you read on, you will see how these moving pieces shape the evolving narrative around Bit Digital and what to watch next. Analyst Price...

Elastic has delivered mixed results for long term holders, with the share price up over the past year but materially lower over a five year stretch. With fresh product news arriving, the immediate question for investors is whether the current US$92.31 price tag lines up with the cash flows the business is expected to generate. The stock is down 39.4% over 5 years, which puts the focus squarely on whether the underlying cash generation profile today is strong enough to justify sticking with...

The famed entrepreneur and investor targeted two companies pursuing different aspects of the AI market.

PCI Asia Technology Pte. Ltd., a wholly-owned subsidiary of PCI Technology Group Co., Ltd., and STRIDES Far East Pte. Ltd., a wholly-owned subsidiary of SMRT Corporation Ltd., today launched a joint venture and officially unveiled PCI–STRIDES Intelligent Mobility Pte. Ltd. (PSIM) in Singapore. Headquartered in Singapore, PSIM will pursue smart mobility and rail technology opportunities, with a focus on Southeast Asia. It will combine the parent companies' advanced rail technology and systems int

Mobileye Global (NASDAQ:MBLY) said its core advanced driver-assistance systems business has strengthened in 2026, while the company works to expand its higher-content hands-free driving offerings and develop a more vertically integrated robotaxi strategy. Speaking with Evercore ISI Head of Global A

A new global study from the IBM (NYSE: IBM) Institute for Business Value points to a disconnect between the skills Chief Human Resource Officers (CHROs) say AI requires and those employees prioritize. While 68% of Canadian CHROs identify the ability to supervise, validate and override AI outputs as the workforce's most essential skill, only 29% of Canadian employees rank judgement as important.

A longer shortage seems like great news for the flash memory specialist. Why did the stock hardly move?

Palantir has partnered with Armada to expand its sovereign AI strategy from software into physical computing infrastructure.

Nvidia is easily the best AI stock to buy right now.

Atlassian (TEAM) was recently removed from the FTSE All-World Index in US dollars, a shift that can affect how index-linked funds hold the stock and how some investors think about its role in portfolios. Recent trading has been choppy. Atlassian’s share price is up 22.7% year to date and has surged 126.5% over the last 90 days, while the 1 year total shareholder return of 25.7% contrasts with a much weaker 5 year total shareholder return. This suggests that momentum is rebuilding after a...

In recent days, Amazon.com announced a multi‑year agreement worth over US$1.00 billion with Synopsys to bolster its custom chip design for AI and cloud computing, and separately signed a 20‑year nuclear power deal with Constellation to secure 690 megawatts of electricity from Maryland’s Calvert Cliffs plant. Together, these moves highlight Amazon’s effort to pair in‑house silicon development with long‑term, low‑carbon power access, reinforcing the infrastructure backbone behind its expanding...

Business news in your inbox Sign up to get the Business Outlook Newsletter emailed to you daily Pat Gelsinger told a crowd at the National Hispanic Cultural Center that companies should embrace the tech revolution of artificial intelligence, quantum computing and robotics, even if doing so means job cuts. Gelsinger, Intel’s former CEO from 2021 to 2024, oversaw the expansion of the chipmaker’s ...

Investors rewarded strong AI-related demand, index-related buying and improving business momentum.

Stock market rises slightly off key levels with Micron, Lumentum around buy points. Tesla deliveries, jobs report loom.

Synopsys Inc. (NASDAQ:SNPS) grew its share price by 12.78 percent on Thursday to close at $490.54 apiece after unveiling new billion-dollar deals with Amazon and OpenAI, helping bolster its revenue growth outlook for fiscal year 2027. In separate updates, Synopsys said that it clinched a $1 billion multi-year deal with Amazon to accelerate the development […]