CrowdStrike, Stitch Fix, Tesla, Occidental, SoundHound, and More Market Movers

Text size CrowdStrike’s outlook for the fiscal first quarter and year was higher than analysts’ estimates. Dreamstime Stock futures edged higher Wednesday following a session in which stocks sold off ...

As chip sales dry up, Nvidia CFO says spending on AI will save companies money

Nvidia Corp.’s financial chief reasons that the efficiencies businesses need are not from spending less money, but from spending more on technologies like artificial intelligence, even as chip sales d...

Nvidia’s stock-market hot streak is far from over, according to Wall Street analysts

Nvidia Corp.’s stock has been a massive outperformer lately, and the company’s latest results suggest to some analysts that the run-up is not finished. Taking into account a 12% Thursday gain as of mi...

Nvidia Reports Earnings Today. What to Expect.

Text size Nvidia stock has fallen about 11% over the past 12 months. Justin Sullivan/Getty Images The excitement for a near- term revenue boost for Nvidia from the latest wave of artificial intelligen...

Nvidia earnings overshadowed by Microsoft, ChatGPT, OpenAI, gaming partnership

Nvidia Corp. earnings received a warmup Tuesday as Microsoft Corp. and the graphics-processing-unit giant announced a 10-year partnership to bring Activision Blizzard Inc.’s catalog as well as Xbox ga...

AI Becomes Silicon Valley’s Next Buzzy Bandwagon as Crypto Boom Fizzles

The new artificial-intelligence tools getting widespread attention for spitting out text, images and computer code are also generating something else: talk of the next technology bubble. Technologists...

Nvidia Stock Can Endure a Slowdown, Analyst Says. AI Is Key.

Nvidia should be insulated from any slowdown in the broader economy by increased spending on artificial intelligence, said analysts at Oppenheimer and KeyBanc, who lifted their price targets on shares...

Microsoft has a long path of earnings growth ahead, says Morgan Stanley

Microsoft Corp. has been a bit of an artificial-intelligence story lately, thanks to the company’s investment in and partnership with OpenAI, the creator of the hot ChatGPT chatbot. But Microsoft MSFT...

SoftBank Plans Arm Holdings IPO in 2023

One strange twist in the current obsession with artificial intelligence is the trauma afflicting one of AI’s biggest fans—SoftBank CEO Masayoshi Son. In 2017, Son launched the world’s largest-ever ven...

ChatGPT Has Sparked an AI Craze. How to Build a Long-Term AI Portfolio.

Artificial intelligence has sparked new competition in internet search—for the first time in decades. Here’s how to build an AI portfolio. Feb. 10, 2023 6:06 pm ET It has been more than 70 years...

Nvidia, Broadcom, and Marvell Are Chip Stocks to Benefit in AI Arms Race

J.P. Morgan says there are three semiconductor companies that will thrive from the rising demand for artificial-intelligence services and software. In a note to clients on Friday, analyst Harlan Sur s...

These 20 AI stocks are expected by analysts to rise up to 85% over the next year

There are always fads in the stock market, but now we are in the midst of what could turn out to be a revolutionary trend that will last much longer than any fad — artificial intelligence. In the Need...

AI Stocks Are Soaring. It’s a Feeding Frenzy That Won’t End Well.

Investors are in a feeding frenzy over artificial-intelligence software plays, and you have to think this isn’t going to end well. You can date the start of the AI stock craze to the Nov. 30 launch of...

C3.ai, BigBearAI, and SoundHound Stock Are Soaring in an AI Feeding Frenzy

Investors are in a feeding frenzy over artificial-intelligence software plays, and you have to think this isn’t going to end well. You can date the start of the AI stock craze to the Nov. 30 launch of...

Tech execs can’t stop talking about AI after success of ChatGPT

The pace of artificial-intelligence chatter from executives is picking up after the success of ChatGPT, and it isn’t all from Big Tech. Big Tech companies like Microsoft Corp., Meta Platforms Inc., an...

China’s Baidu Plans a ChatGPT Rival. The Internet Giant’s Stock Could Reap the Returns.

Talk about buying the rumor. Baidu China’s leading internet search provider, let it be known on Jan. 30 that it will launch a so-called chatbot powered by artificial intelligence, akin to the ChatGPT ...

Tech Earnings Weren’t Great. Stocks Are Soaring Anyway.

Technology stocks have kicked off the year with a roar, staging the kind of spirited, widespread rally last seen during the market’s Covid-era surge. There are nearly two dozen tech tickers on my scre...

C3.ai Stock Is Soaring. It’s Launching AI Software Tools.

C3.ai stock is soaring Tuesday after the company announced the launch of a set of tools for generative artificial intelligence applications, jumping into the middle of what might be the hottest trend ...

Nvidia and 2 Other Stocks That Could Be Helped or Hurt by ChatGPT

ChatGPT, a bot that answers questions like a person does, presents a solid opportunity for Nvidia investors, but it is bad news for Chegg and Google, according to Wall Street analysts. ChatGPT, releas...

Microsoft Gets a Buy Rating. Artificial Intelligence Could Be a Game Changer.

Microsoft ‘s investment in artificial intelligence is underappreciated by the market, according to analysts at Davidson which has initiated coverage of the technology giant with a Buy rating. Microsof...

Nvidia in Pact With Foxconn to Build Autonomous Cars

Getting a jump on the parade of announcements to come at this week’s CES tech trade show in Las Vegas, the graphics and AI chip company Nvidia gave an unofficial virtual keynote presentation Tuesday m...

ChatGPT is called ‘an iPhone moment in AI,’ but will it make money like the iPhone?

ChatGPT is the latest product of artificial intelligence to take away Silicon Valley’s breath (and venture-capital investments), but it is also yet another AI advancement that has not proved its abili...

C3.ai Completes Switch to New Business Model, as Sales Meet Street Estimates

C3.ai stock is little changed after the enterprise artificial intelligence software company posted financial results for its fiscal second quarter ended Oct. 31 that were largely in line with guidance...

Opinion: Microsoft invested in an AI system that helped me write this column about Tesla

Can an artificial intelligence system help me write articles about investment ideas? Let’s find out. There are two subjects I would like to cover. But I will have help, and as a result there is a thir...

Marvell, Zscaler, Asana, and More Stock Market Movers Friday

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Baidu Beats Revenue Expectations Despite Continued Covid Worries

Baidu on Tuesday became the latest Chinese technology company to report a return to annual growth, as it beat expectations for its third-quarter revenue.  Baidu (ticker: BIDU)—often referred to as Chi...

Chip stocks slammed by new ban on chip and AI technology for China

The chip sector melted down Friday after U.S. regulators moved to pump the brakes on China’s military ambitions by issuing new restrictions on semiconductor and AI technology that can be sold to the c...

Palantir Stock Is Rising. The Company Won a Big Defense Contract.

Palantir stock is modestly higher after the data-analytics software company announced a contract from the Department of Defense worth up to $229 million. It’s a one year pact to support test and deplo...

Pagaya stock continues volatile ride with 60% plunge amid lockup expiration

Shares of Israeli financial technology company Pagaya Technologies Ltd. were continuing their wild ride Tuesday, falling 60% as of midday in a move said to be related to a lockup expiration. Pagaya PG...

C3.ai Stock Tumbles. It Sees Lower Revenue and Is Changing Business Models.

Text size Software provider C3.ai is shifting to a consumption-based business model like Amazon Web Services. Dreamstime Artificial intelligence software company C3.ai slashed its revenue outlook and ...

Upstart stock drops after earnings, but CEO says he’s ‘confident’ in value of AI lending

Upstart Holdings Inc. delivered a lower-than-expected revenue forecast for the current quarter, but its chief executive expressed confidence in the performance and value of artificial-intelligence-dri...