Emily Bary

The change positions Palantir for entry into the Nasdaq 100 index, after it joined the S&P 500 several months back.

Nvidia’s earnings could give a jolt to other AI semiconductor plays if the outlook impresses, but don’t expect software stocks to lose shine during a seasonally strong quarter.

Networking company sees a 20% boost in product orders for the latest quarter.

Nvidia’s outlook for the January quarter may not wow Wall Street when the company posts earnings next week. But Mizuho analysts see bright prospects for later next year.

The voice-based AI company is becoming less concentrated, as its top customer made up a far lower portion of overall revenue relative to a year before.

Scott Boatwright is getting the permanent CEO nod. Chipotle’s stock is up 500% since he joined the company in 2017.

Palantir and Tesla shares saw buzzworthy moves this week on the heels of Palantir's upbeat earnings report and optimism about Tesla's potential to benefit from President-elect Donald Trump's second term. Those two stocks are up 39% and 30%, respectively, on the week, ranking second and third in the

Loan volumes picked up 43% on a sequential basis.

Super Micro shares set to shed another 20%-plus on Wednesday as the company acknowledged its filing delay could have some impact on the business.

CEO Elon Musk has close ties to Trump. Plus, Tesla could benefit from potential higher Chinese tariffs, an analyst says.

Analysts see the potential for a friendlier merger climate and growth in IT budgets.

The chip designer beat expectations for both its revenue segments.

Server maker doesn’t expect its accounting issues to impact its ability to serve customers

Lumen’s CFO says an additional $3.5 billion in AI business “really allows us to go after the capital structure and actually reduce debt.”

A South Korean memory company recently gave commentary supportive of strong Nvidia demand, an analyst notes.

Dell might not see immediate financial benefits, but an analyst thinks customers are paying attention to Super Micro’s auditor exit, which could start helping Dell next year.

Palantir’s CEO says the latest earnings are ”a slap in the face of people who continue to believe that the value of AI is solely in building AI large language models.”

Warren Buffett’s Berkshire Hathaway unloaded 25% more of its Apple position during the third quarter.

Nvidia will replace Intel in the Dow Jones Industrial Average, illustrating a changing of the guard in technology and the downfall of what was once an industry titan.

Often cloud growth drives Amazon’s stock movements after earnings, but this time analysts are keying in on overall profit as well as retail momentum for nondiscretionary purchases.