DeepSeek is making Wall Street nervous about the AI spending boom. Here's why.

Read here for an analysis of Microsoft's Q2 2025 financial results, including revenue and EPS growth, AI performance, CAPEX plan, and target price recommendation.

Intel was set to release a new AI chip called Falcon Shores late this year, to replace its Gaudi 3 accelerator chip. But interim co-CEO Michelle Johnston Holthaus said on an earnings call that this ...

After Apple CEO Tim Cook said the iPhone maker is seeing record iPhone upgrades with the rollout of Apple Intelligence, several analysts raised their price targets for the company's stock, pointing to ...

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Apple CEO Tim Cook is a fan of DeepSeek's innovation. When an analyst asked the executive on the earnings call about what he ...

Microsoft partners talk about the GenAI, AI, cloud, security giant’s channel program after weaker Azure numbers in Q2.

“Our record revenue and strong operating margins drove EPS to a new all-time record with double-digit growth and allowed us ...

But earlier this week, as leading companies prepared to report earnings, an open-source model from Chinese AI startup ...

A 19% gain in fourth-quarter profits at Schneider was propelled by the boost its dedicated operations received from the ...

Apple is still facing headwinds in China. The company's overall sales in China declined 11.1% during to $18.51 billion during ...

Slowly but surely, Apple is expanding its Apple Intelligence set of smart features to new markets. During the company's earnings call on Thursday, Apple CEO Tim Cook revealed that the AI will get ...