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Microsoft Slides 22% in Six Months as Heavy AI Outlays Meet Stabilizing Azure Growth

A valuation reset reflects investors prioritizing returns on a $37.5 billion capex surge.

Rigetti Slides After TD Cowen Downgrade Citing Fab Funding Risks and DARPA Miss

Eli Lilly Tightens GLP-1 Grip, Guides Up to $83 Billion for 2026

Teradyne Stock Jumps on AI-Fueled Q4 Beat and Big Q1 Guidance

Rigetti’s 2,400% Rally Collides With Thin Sales and Steep Losses

UnitedHealth Stock Plunges as GAAP Profit Evaporates and 2026 Sales Forecast Points Lower

Rambus Shares Set New Highs as AI Puts Its Memory IP Back in Focus

CoreWeave Jumps After CEO Rejects Nvidia Financing Claims as AI Chip Signals Boost Sentiment

Rigetti’s 2,500% Rally Spurs Questions Over Long-Term Payoff

AMD Pushes Into AI Infrastructure With CES Launches and Aggressive Targets

Bernstein Upgrades ASML to Outperform, Sets $1,528 Price Target on AI Spending Thesis

TSMC Rallies to Fresh Highs as AI Boom Deepens and U.S. Eases China-Plant Rules

Cheniere Extends Lead in Record U.S. LNG Exports as Shares Slide and Street Projects Rebound

Quantum Computing Inc.’s Rally Draws Scrutiny as Q3 Profit Rests on Accounting Gain

IonQ Launches Slovakia’s First Quantum-Secure Network as Valuation Debate Grows

Datadog Extends Slide as Valuation Jitters Persist Despite Bullish Street Calls

BigBear.ai Jumps 16% on Reported Wave of Institutional Buying

Meta’s Q3 Beat Overshadowed as AI Spending Outlook Triggers Sharp Selloff

Varonis Stock Plunges After Q3 Revenue Miss and Cut Outlook as Analysts Lower Targets

Salesforce Accelerates Agentforce Push as Analysts Lift Outlook and New Licensing Targets Adoption