Google's Marvell deal boosts its custom AI-chip role and challenges Broadcom, making Marvell the more attractive AI stock.

IBM's modular cryogenic breakthrough aims to scale quantum computing to 1,000 programmable qubits and advance its Quantum Starling plans by 2029.

Nvidia, Micron and Alphabet have been highlighted in this Earnings Trends article.

Q2 earnings performance significantly exceeded recent historical baselines, with both growth rates and beat percentages tracking comfortably above 20-quarter averages. Even when excluding hefty contributions from Micron and Alphabet, the overall Q2 earnings picture remained rock-solid.

Q2 earnings performance significantly exceeded recent historical baselines, with both growth rates and beat percentages tracking comfortably above 20-quarter averages. Even when excluding hefty contributions from Micron and Alphabet, the overall Q2 earnings picture remained rock-solid.

TSLA's Cybercab launch tests its robotaxi ambitions, but Waymo's lead, margin pressure and rising capex cloud the near-term outlook.

Oracle's AI data center bet faces financing risks, but a record backlog, expanding partnerships and strong guidance bolster the growth case.

Is Michael Burry right that Berkshire Hathaway isn't investable?

ORCL's AI data center bet carries balance-sheet risk, but record backlog, expanding partnerships and stronger guidance bolster the growth case.

Amazon Ads is gaining momentum as AI-driven shopping creates new opportunities for sponsored discovery and stronger advertiser returns.