Berkshire Hathaway's latest 13F filing revealed that its recent secret stock position is Nucor. Underneath its core operation ...

In 2000, internet darling Cisco was the world’s most valuable company. Today it's worth half as much. Buyer beware for AI ...

Figma has been a rare bright spot in a tough software market, but its premium stock price is giving some Wall Street analysts ...

While there doesn't appear to have been any major business news behind Palantir's valuation contraction today, the broader ...

Many of our readers are looking for avenues to take advantage of the AI revolution, but are somewhat restricted by the high ...

The disparity is not related to hardware or services. iPhone sales have exceeded expectations, driven by customer ...

For years, software companies were the toast of Wall Street. High profit margins, low capital requirements and vast runway ...

Valuation is the second sanity check. IBM's shares trade at 18 times free cash flow and 3.5 times trailing sales. In AI land, ...

Alphabet, Microsoft, and Amazon's spending in particular has cut into cash flows.

Chip stocks and AI names tumbled for a second day on Wednesday, as anxiousness rises ahead of Powell's Friday speech.

Big tech stocks slid this week amid a risk-off pivot, but some analysts say there are several structural reasons to remain ...

Tech stocks were under pressure this week as Wall Street’s AI enthusiasm slowed and investors adjusted portfolios after a strong summer rally.