Nvidia faces AI capex challenges as Microsoft seizes opportunities
Hyperscalers are on pace to spend $660 billion to $690 billion on AI infrastructure by 2026, nearly double 2025's outlay,…
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Nvidia’s earnings may need to break a bearish pattern to lift stocks, Bespoke says
Nvidia reports earnings and guidance after Wednesday's close next week, and Bespoke Investment says the chipmaker may need to top…
Meta Faces $1.2 Trillion Damages Threat as California Trial Targets App Design
Meta faces a trial in California that could force it to strip out addictive design features from Instagram and Facebook,…
Morgan Stanley Upgrades Ternium to Overweight, Lifts Price Target to $65
Morgan Stanley upgraded Ternium to overweight from equal weight and raised its price target to $65 from $55, citing progress…
Tesla Recalls Nearly 2 Million China-Made Model 3 and Model Y Vehicles
Tesla is recalling nearly 2 million Model 3 and Model Y vehicles built in China, the automaker's latest mega-recall in…
