Taiwan Semiconductor Manufacturing is basking in the glow of strong sales of advanced chips for AI data centers. TSM stock notched a record high.

The Trump administration has a new proposal to combat soaring power costs from data center, artificial intelligence demand.

Senate committees delay meetings on Clarity Act as Coinbase takes issue with parts of the crypto market structure bill.

The U.S. Federal Trade Commission is scrutinizing big tech firms that hire employees of ​a startup instead of buying the companies outright, Bloomberg ‌News reported on Friday, citing the agency's Chairman Andrew Ferguson. "We are beginning to examine these acqui-hires ⁠to make sure they ‌are not an attempt to get around" the agency’s merger review process, Ferguson said in ‍an interview with Bloomberg Television. Last month, Nvidia agreed to license chip technology from startup Groq and hire away its CEO Jonathan Ross, ​a veteran of Alphabet's Google.

If you want to bet that Apple (NASDAQ:AAPL), NVIDIA (NASDAQ:NVDA), and Microsoft (NASDAQ:MSFT) will continue dominating the market, Vanguard Mega Cap Index Fund ETF Shares (NYSEARCA:MGC) offers a straightforward way to do it. MGC takes a concentrated approach to mega-cap technology, with Apple, NVIDIA, and Microsoft representing nearly a quarter of the fund’s assets. This ... Vanguard’s $10.8B ETF Made 19% Betting on AI Infrastructure

Research Affiliates Founder and chairman of the board Rob Arnott sits down with Market Catalysts Anchor Julie Hyman to have a conversation dissecting Wall Street's perceptions of growth and value stocks (^DJI, ^IXIC, ^GSPC), going on to make such cases for Magnificent Seven tech companies Nvidia (NVDA), Amazon (AMZN), and Microsoft (MSFT). Also watch Rob Arnott share his perspective on how fiscal stimulus mainly works to bolster wealth and asset bubbles, not the economy. To watch more expert insights and analysis on the latest market action, check out more Market Catalysts.

Summary: To ring in 2026, our 24/7 Wall St. Analysts Eric Bleeker and Austin Smith are counting down 12 trends for AI investors to watch in 2026. The first trend the two will be discussing is the AI-driven “memory explosion” that has been emerging as a core investment theme as inference, larger context windows, and ... 2026’s Biggest AI Trends: The Memory Explosion | MU Stock, SNDK Stock, SK Hynix, CAMT Stock

Summary: With 2026 right around the corner, two of our 24/7 Wall St. Analysts, Eric Bleeker and Austin Smith, thought it would be an appropriate time to discuss which of three AI heavyweights they liked best as we head into the New Year. The hosts of The AI Investor Podcast, Bleeker and Smith broke down ... Google (GOOG) vs. Microsoft (MSFT) vs. Nvidia (NVDA): Which AI Stock Do Investors Want For 2026

Microsoft Corporation (NASDAQ:MSFT) is among the most profitable US stocks to buy. On January 14, Morgan Stanley maintained an ‘Overweight’ rating on Microsoft Corporation (NASDAQ:MSFT), keeping an unchanged price target of $650. This reaffirmation, suggesting an upside potential of nearly 38%, follows its fourth-quarter 2025 CIO Survey. While indicating favorable software spending plans, the survey […]

Trump and several governors are pushing a plan to spur new power plants for AI data centers. Equipment makers jumped, while owners of existing plants fell.

Apple Inc.'s (NASDAQ:AAPL) decision to outsource its artificial intelligence (AI) foundation to Alphabet Inc.‘s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google is not a strategic masterstroke but a sign of a company in “huge, hairy trouble,” according to the research team at Cathie Wood's ARK Invest. ‘Strategic Disaster’ During the latest episode of ARK’s “The Brainstorm,” Chief Futurist Brett Winton offered a scathing critique of the newly announced partnership that will see Google's Gemini models power Si

Meta Platforms (NASDAQ:META) has delivered outstanding performance compared its hyperscaler peers such as Apple (NASDAQ:AAPL), Amazon (NASDAQ:AMZN), Alphabet (NASDAQ:GOOG)(NASDAQ:GOOGL), and Microsoft (NASDAQ:MSFT). Over the last 12 months, revenue growth hit 21.3%, far exceeding the low- to mid-teens rates for the others, such as with Alphabet at 13.4% and Amazon below that. And in the past ... Why Is Meta Platforms Priced 36% Cheaper Than Its Hyperscaler Peers?

On Wednesday, Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk leaned into battlefield rhetoric after prediction market Kalshi showed rising odds for his victory in a looming legal fight against OpenAI, its CEO Sam Altman and key partner Microsoft Corp (NASDAQ:MSFT). Trial Date Set For Musk–OpenAI Legal Clash A federal judge has scheduled an April 27 trial in the lawsuit brought by Musk against OpenAI, Altman and other defendants, including Microsoft. Musk has alleged that OpenAI abandoned its founding no

Investing.com -- Venezuela is said to be preparing to resume dollar sales, which could help stabilize its struggling bolivar currency following disruptions caused by a US oil blockade.

We recently published 10 Stocks Jim Cramer Talked About. Apple Inc. (NASDAQ:AAPL) is one of the stocks on Jim Cramer talked about. Apple Inc. (NASDAQ:AAPL)’s been in the news as the year starts to settle. The firm made the news earlier this week after it announced that it would use Google’s Gemini to power an […]

We recently published 9 Stocks Jim Cramer Talked About. Alphabet Inc. (NASDAQ:GOOGL) is one of the stocks on Jim Cramer talked about. Within a year, Jim Cramer has turned increasingly optimistic and bullish about technology giant Alphabet Inc. (NASDAQ:GOOGL). Early last year, he sold the shares on the back of worries about the Justice Department’s […]

The challenges HP Inc. faced in 2025 will continue to plague it in the new year, Barclays said. Analyst Tim Long downgraded shares of HP to Underweight from Equal Weight on Friday, cutting his price target to $18 from $24. The stock is trading at 6.6 times the earnings per share expected over the next 12 months, compared with the five-year average of 8.4 times.

Investing.com -- Fintech, payments, and crypto have entered 2026 with “major political, macro, and product catalysts,” Mizuho analyst Dan Dolev told clients in a note on Friday, outlining six themes that could shape the sector this year.