AI infrastructure selloff continues on Wall Street as Broadcom, Oracle shares slide

AI infrastructure selloff continues on Wall Street as Broadcom, Oracle shares slide

Broadcom CEO Hock Tan. Lucas Jackson | Reuters In at least one corner of the artificial intelligence market, sentiment has turned decidedly negative. Broadcom, CoreWeave and Oracle, three companies intimately tied to the AI infrastructure buildout, all had another rough day on Wall Street on Monday after selling off sharply last week. While the three … Read more

Wireless Implant That ‘Speaks’ to the Brain with Light Paves Way To Potentially Restoring Lost Senses

Wireless Implant That ‘Speaks’ to the Brain with Light Paves Way To Potentially Restoring Lost Senses

– credit, Mingzheng Wu / SWNS Around the size of a postage stamp and thinner than a credit card, a wireless implant that “speaks” to the brain could help restore lost senses. The device uses light to send information directly to the brain, bypassing the body’s natural sensory pathways in what scientists are hailing as … Read more

Dan Ives loves these 4 European tech companies. Analysts expect those stocks to rise

Dan Ives loves these 4 European tech companies. Analysts expect those stocks to rise

Key Points Dan Ives shared four European tech companies he’s bullish on, despite investors’ “frustration” at the region’s tech sector. He picks German software giant SAP, chip equipment supplier ASML, music streaming platform Spotify, and buy now pay later company Klarna. “It’s a gut check moment for European tech,” Ives said. Dan Ives said that, … Read more

Broadcom and Costco’s rich valuations leave little room for error as battleground stocks

Broadcom and Costco’s rich valuations leave little room for error as battleground stocks

Sometimes the stakes are so high, the degree of difficulty so immense, that it simply may be too hard to game. When that’s the case, no amount of formal research will help you fathom the stock implications. Yet, you have inherited the issues and they must be dealt with — or you are too at … Read more

ServiceNow in talks to acquire cybersecurity startup Armis in potential $7 billion deal, Bloomberg reports

ServiceNow in talks to acquire cybersecurity startup Armis in potential  billion deal, Bloomberg reports

Software company ServiceNow is in advanced talks to buy cybersecurity startup Armis, which was last valued at $6.1 billion, Bloomberg reported.  The deal, which could reach $7 billion in value, would be ServiceNow’s largest acquisition, the outlet said, citing people familiar with the situation who asked not to be identified because the talks are private.  … Read more

Here are 4 major moments that drove the stock market last week

Here are 4 major moments that drove the stock market last week

The S & P 500 ran into a brick wall Friday and finished the week lower, just one day after closing at a record high. The rotation out of tech stocks, which supported the Dow , was on full display. The across-the-board rally on Wednesday after the Federal Reserve cut interest rates for the third … Read more

Broadcom tumbles 11% despite blockbuster earnings as ‘AI angst’ weighs on Oracle, Nvidia

AI infrastructure selloff continues on Wall Street as Broadcom, Oracle shares slide

Broadcom CEO Hock Tan. Lucas Jackson | Reuters Broadcom’s quarterly results and guidance sailed past Wall Street estimates. It didn’t matter. The chipmaker’s shares plummeted 11% on Friday, their worst day since January, as investors ran for the exits on the artificial intelligence trade. Oracle dropped 4.5% a day after plunging 10% following its earnings … Read more

AI order from Trump might be ‘illegal,’ Democrats and consumer advocacy groups claim

AI order from Trump might be ‘illegal,’ Democrats and consumer advocacy groups claim

“This is the wrong approach — and most likely illegal,” Sen. Amy Klobuchar, D-Minn., said in a post on X Thursday. “We need a strong federal safety standard, but we should not remove the few protections Americans currently have from the downsides of AI,” Klobuchar said. Trump’s executive order directs Attorney General Pam Bondi to … Read more

Oracle says there have been ‘no delays’ in OpenAI arrangement after stock slide

Oracle says there have been ‘no delays’ in OpenAI arrangement after stock slide

Oracle CEO Clay Magouyrk appears on a media tour of the Stargate AI data center in Abilene, Texas, on Sept. 23, 2025. Kyle Grillot | Bloomberg | Getty Images Oracle on Friday pushed back against a report that said the company will complete data centers for OpenAI, one of its major customers, in 2028, rather … Read more

Rivian’s AI, autonomy impress Wall Street, but EV and capital concerns remain

Rivian’s AI, autonomy impress Wall Street, but EV and capital concerns remain

Rivian CEO RJ Scaringe at the company’s first “Autonomy and AI Day” on Dec. 11, 2025, in Palo Alto, California. Lora Kolodny | CNBC Rivian Automotive impressed Wall Street on Thursday with its plans for artificial intelligence, automation and an internally developed silicon chip, but significant challenges involving demand and capital remain for the electric … Read more