Global X Artificial Intelligence & Technology ETF (AIQ)

Wedbush analyst Daniel Ives said this was another win for the company as more federal customers turn to Palantir for improved AI capabilities in the military.

Palantir's stock jumps 9% after NATO acquires its AI-enabled system, showing its dominance in data and potential for growth.

Among tech stocks, some "smid-cap" artificial intelligence names have attracted strong bearish bets, with the fluid macro and geopolitical conditions partly to be blamed.

Citi said Nvidia can partially pass down the increased GPU cost that may emanate from the trade war, given its technology leadership and AI GPU price in-elasticity.

SSI’s new funding round, led by Greenoaks, valued the company at around $32 billion.

Renowned macroeconomic expert Nouriel Roubini, also referred to as 'Dr. Doom' or 'permabear,' a moniker he earned by correctly predicting the 2008 financial crisis, has a bullish outlook on the U.S. and global economy, defying several Wall Street forecasts in recent weeks.

Super Micro’s resilient comeback was fueled by a reversal in sentiment toward tech stocks, especially semiconductor and communication services stocks.

The Department of Defense’s move to cut costs exerted downward pressure on Palantir stock even before President Donald Trump’s tariffs hit the market hard.

The brokerage warned that semiconductor stocks could see at least a 20% additional downside if the tariffs trigger a recession.

According to a report by the Financial Times, some industry insiders speculate that the U.S. government may eventually pressure TSMC to support struggling domestic manufacturers like Intel.

CoreWeave’s IPO was marred by weak stock market conditions and the uncertain economic outlook, which forced the company to downsize the size of the public offering to 37.5 million shares from the initially planned 49 million.

Arelis Agosto, director of Product Research at Global X ETFs, discusses current trends in ETFs like AI and infrastructure with Benzinga's Dan Leach.

Artificial intelligence server maker Super Micro bucked the downtrend seen among large-cap computer hardware stocks and ended the quarter with a gain of 12.3%.

The lukewarm reception to the CoreWeave IPO, which is the biggest tech offering since 2021, could pour cold water on hopes of a recovery in the IPO market.

William Blair said it now appears that the army is leaning toward sticking with Vantage, one of Palantir's largest overall contracts, generating $115M in annual recurring revenue.

Apple Inc. (NASDAQ: AAPL) is moving ahead with its most ambitious health initiative to date, aiming to elevate its Health app with AI capabilities that mimic real doctors.

Morgan Stanley said Dell is Wistron’s major GB200 partner and therefore, the increased Wistron rack shipment forecast bodes well for the company.

Based on the IPO price, the company will likely collect gross proceeds of $1.5 billion, giving it a valuation of about $19 billion based on the 473.48 million shares outstanding.

Apple typically announces software updates to its devices, including iPhones, iPads, and Macs, and new functionality at WWDC.

Goldman’s downgrade of Super Micro stock, citing competitive pressure, generated selling pressure on Monday.

Loop Capital said Apple is looking to place orders for about $1 billion in Nvidia GB300 NVL72 systems, translating to 250 servers costing roughly $3.7 million to $4 million each.

CoreWeave has set an IPO price range of $45-$55, which could give it a valuation of $27 billion to $32 billion.

Wall Street's tech giants are investing billions in AI, but most companies are still struggling to adopt it. Semiconductor revenue expected to boom.

The CoreWeave IPO has reportedly been oversubscribed after early mutual fund support and is poised to raise as much as $2.7 billion.

A DoD release said Defense Secretary Pete Hegseth signed a memo on Thursday terminating more than $580 million in programs, contracts, and grants.