79 articles
The U.S. FDA has delayed the review of Moderna's biologics license application for its investigational mRNA-based influenza vaccine, raising concerns but also hopes for future advancements.
Big tech firms are pouring billions into AI, driving innovation but raising concerns about debt levels. While some firms are prudently investing, one may be overextended.
Qualcomm's acquisition of Alphawave Semi expands its reach into high-growth markets but faces challenges from intensifying competition and integration issues.
Alphabet, known for its market-leading products like Google Search and Android, faces both promising expansion opportunities and significant regulatory challenges in the volatile tech sector.
While AI infrastructure companies are experiencing significant growth driven by high demand, concerns about overvaluation and financial strain persist.
Investors are eyeing significant growth in AI infrastructure companies amid soaring demand for AI compute, but concerns over speculative hype and financial strain persist.
The Dow Jones reaching significant round numbers has sparked both excitement and concern among investors. While some see it as a sign of increased confidence and potential for new records, others worry about overvaluation and inflationary pressures.
Stifel cuts Microsoft to 'Hold', citing the need for a break, while analysts debate the long-term impact of increased AI investments on tech giants.
Intel's stock rebounded and outperformed Nvidia's in 2025, but analysts remain divided on its long-term prospects. While some see potential in Intel's collaboration with Nvidia, others warn of overvaluation and dependency risks.
NVIDIA's collaboration with Opentrons aims to revolutionize lab robotics using AI, but analysts are divided on its potential impact and risks.
Tesla's Engineering VP, Lars Moravy, calls for a federal framework for autonomous vehicles to boost innovation and safety, but analysts warn of potential regulatory hurdles and safety concerns.
European stocks continue to decline as the tech sector faces significant losses. Analysts debate the potential for AI breakthroughs versus the risk of an economic slowdown.
Intel and AMD are notifying Chinese customers of supply shortages for server CPUs, driven by increased AI adoption. Analysts see both risks and opportunities in these supply constraints.
Alphabet's strong Q4 results and increased AI investments signal growth for Nvidia, but analysts warn of potential risks including diminishing returns and financial strain.
Alphabet's shares dropped in pre-market trading after the company announced higher-than-expected spending plans for the upcoming year. Analysts are divided on whether this increased investment will drive innovation or lead to financial strain.
Taiwan Semiconductor Manufacturing (TSM) plans to produce advanced 3nm chips in Japan, bolstering Prime Minister Sanae Takaichi's tech goals. However, the massive $17 billion investment and technological challenges pose significant risks.
Tech sector's accelerated earnings growth signals potential economic expansion, yet concerns persist about over-reliance on tech and hidden issues in other sectors.
Quantum computing stocks are gaining significant attention for their potential to revolutionize technology. However, concerns over high R&D costs and unrealistic expectations create a tense balance between promise and risk.
L3Harris Technologies wins a significant contract from the U.S. Navy, but faces budget constraints and intense competition. The move could bolster its position in precision strike systems.
Illumina reported a solid quarter, beating revenue expectations. However, flat year-over-year growth raises questions about long-term demand and competition.