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7 mins read

'You have to not be afraid to ask the obvious questions': How The Wall Street Journal's editor is remaking the paper

How do you reinvent an old-school newspaper that's still successful? With fresh eyes, says the Jour…

Peter Kafka   


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5 mins read

The fight over Jerome Powell puts Elon Musk at odds with Wall Street

The markets are a strong counter to Musk's influence and Trump's inclination to undermine the Feder…

Alice Tecotzky   


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2 mins read

Blackwell is key to Nvidia's next growth phase. The new AI chip has reportedly hit an overheating snag.

Nvidia's new Blackwell chips are highly sought after in the AI boom because they are at least twice…

Jyoti Mann   


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4 mins read

'An underpriced risk': Wall Street is upbeat but cautious on Nvidia earnings amid chip delays and soaring AI hype

Wall Street analysts see Nvidia earnings beating consensus estimates, though there are worries over…

Filip De Mott   


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3 mins read

OpenAI is taking a page out of Big Tech's playbook by reportedly building its own chips

OpenAI is in talks with semiconductor firms Broadcom and TSMC to design and build its own AI chips,…

Tom Carter   


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1 min read

Intel is seeking an investor for a stake in its Altera chip unit, CNBC reports

The US tech giant is seeking a deal that values the programmable chip unit at around $17 billion.

Huileng Tan   


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5 mins read

Inside Wall Street's efforts to value OpenAI: Who's involved, how it could work, and what's at stake for the banks

Valuing OpenAI will be a stressful, drawn-out process with little to no financial gain for Wall Str…

Reed Alexander   


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2 mins read

AMD CEO Lisa Su says GPU and CPU sales are nearly equal. Wall Street thinks that's not enough.

If the central processing unit was the engine of the first age of computing, the graphics processin…

Emma Cosgrove   


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3 mins read

Amazon hired an ex-Trader Joe's employee to access company secrets and replicate products from the grocer: new book

Amazon repeatedly pressured a former Trader Joe's employee for data in order to find out which item…

Lloyd Lee   


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2 mins read

Nvidia stock tests record highs as Wall Street defends chipmaker's valuation amid 'AI arms race'

Nvidia stock is trading at a forward price-to-earnings multiple of about 35x, which is below its th…

Matthew Fox   


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3 mins read

Wall Street keeps raising price targets for sky-high Nvidia stock. Here's why analysts are still so bullish.

Bank of America, Goldman Sachs, and Bernstein are among firms predicting further upside for Nvidia …

Jennifer Sor   


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3 mins read

Wall Street says Nvidia's post-earnings dip is an 'invitation to buy'

"We think the sell-off is an opportunity to accumulate the stock. This is not the internet bubble,"…

Matthew Fox   


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2 mins read

The economy is in an industrial recession and higher oil prices could spark a full downturn, Wall Street economist says

Manufacturing activity in September contracted for the sixth consecutive month, per the latest ISM …

Jennifer Sor   


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2 mins read

Putin is 'stockpiling Americans' in Russian jails to use as currency, The Wall Street Journal's editor says

The Wall Street Journal's editor-in-chief, Emma Tucker, said Russia is using her reporter Evan Gers…

Sinéad Baker   


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2 mins read

AMD still has a gap to close with Nvidia's AI chips

Shares for AMD dropped after its third quarter earnings call. CEO Lisa Su said that gaining trust i…

Helen Li   


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1 min read

Netflix may introduce in-app purchases, ads to games

Streaming giant Netflix is reportedly planning to generate revenue from its gaming business by addi…

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2 mins read

Elon Musk made a $13 billion blunder. Wall Street still wants to work with him.

Yet another reason why the world's richest man isn't like the rest of us.

Peter Kafka   


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1 min read

Chip fever has created an $11 billion debt market backed by Nvidia's AI-enabling GPUs

Wall Street firms are loaning billions to a handful of tech companies that have used Nvidia's AI-en…

Jennifer Sor   


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3 mins read

'Winner take most': Here's what Wall Street is expecting from Amazon's Q1 earnings report

"We are optimistic that AMZN will be one of the 2-3 winners from GenAI," Needham analysts wrote.

Jennifer Sor   


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2 mins read

Stock market today: Indexes mixed as traders look to recover from chip sell-off

Stocks wavered after Tuesday's chip sell-off. Morgan Stanley shares popped after the bank beat earn…

Jennifer Sor