10 things to watch in the stock market Wednesday, including automaker downgrades

10 things to watch in the stock market Wednesday, including automaker downgrades

Top 10 things to watch Wednesday, Sept. 25 — Today’s newsletter was written by the Investing Club’s director of portfolio analysis, Jeff Marks. 1. The S & P 500 is on track for a muted open Wednesday following another record close Tuesday. Club holding Nvidia helped lift the market Tuesday but earnings loom from fellow … Read more

Dell and Palantir to join S&P 500; shares of both jump

Dell and Palantir to join S&P 500; shares of both jump

Alex Karp, CEO of Palantir Technologies, speaks at the World Economic Forum in Davos, Switzerland, Jan. 18, 2023. Arnd Wiegmann | Reuters Dell and Palantir both jumped about 7% in extended trading Friday after S&P Global announced that the companies would join the S&P 500 index. Software maker Palantir will take the place of American … Read more

Dell earnings report Q2 2025

Dell earnings report Q2 2025

Michael Dell at the Allen & Company Sun Valley Conference on July 12, 2024 in Sun Valley, Idaho. David Grogan | CNBC  Dell reported quarterly results on Thursday that beat Wall Street expectations, powered by an 80% increase in server sales. The stock rose more than 3% in extended trading. Here’s how the company did for … Read more

Crypto catches M&A frenzy as bitcoin miners chase AI boom

Crypto catches M&A frenzy as bitcoin miners chase AI boom

Whinstone CEO Chad Harris takes CNBC on a tour of the largest bitcoin mine in North America. Crypto companies are suddenly at the center of deal-making. The catalyst is artificial intelligence. Bitcoin mining companies have expansive data centers, with access to fiber lines and large amounts of power across the U.S. They’re exactly the types … Read more

Nvidia is little known despite topping $3 trillion in market cap

Nvidia is little known despite topping  trillion in market cap

Nvidia CEO Jensen Huang makes a speech at an event at COMPUTEX forum in Taipei, Taiwan June 4, 2024.  Ann Wang | Reuters Apple, Microsoft, Amazon and Google were the four leading global brands at the end of 2023, according to consulting firm Interbrand. They’re are also four of the world’s five most valuable companies. … Read more

Software stocks got pummeled this week on troubling earnings reports

Software stocks got pummeled this week on troubling earnings reports

Salesforce executives told investors that deals are shrinking or getting delayed. Dell said its margin is getting smaller. Okta highlighted macroeconomic challenges. And Veeva’s CEO said on his company’s earnings call that generative artificial intelligence has been “a competing priority” for customers. Add it all up and it was a brutal week for software and … Read more

Dell shares tumble after first-quarter earnings report

Dell shares tumble after first-quarter earnings report

Dell Technologies CEO Michael Dell speaks during the MWC session ‘New strategies for a new era’ on the first day of the 18th edition of the Mobile World Congress (MWC) at Fira de Barcelona’s Gran Via venue in L’Hospitalet de Llobregat on February 26, 2024, in Barcelona, Catalonia, Spain. Kike Rincon | Europa Press | … Read more

Dell earnings Q1 2025

Dell earnings Q1 2025

Michael Dell, Chairman and CEO of Dell Technologies, speaking at the Mobile World Congress 2024 in Barcelona, Spain, on Feb. 27, 2024. Joan Cros | Nurphoto | Getty Images Dell reported first-quarter earnings on Thursday that beat analysts’ estimates for earnings and sales, as the company has emerged as one of the top vendors for … Read more

Microsoft announces new PCs with AI chips from Qualcomm

Microsoft announces new PCs with AI chips from Qualcomm

Microsoft Chairman and Chief Executive Officer Satya Nadella speaks during the Microsoft May 20 Briefing event at Microsoft in Redmond, Washington, on May 20, 2024.  Jason Redmond | AFP | Getty Images Microsoft is touting new computers with advanced chips designed to run artificial intelligence features of software for Windows, without quickly using up battery … Read more

The year of AI PCs

The year of AI PCs

Microsoft Chief Executive Officer (CEO) Satya Narayana Nadella speaks at a live Microsoft event in the Manhattan borough of New York City, October 26, 2016. Lucas Jackson | Reuters Microsoft‘s Build developer conference kicks off on Tuesday, giving the company the opportunity to showcase its latest artificial intelligence projects, following high-profile events this month hosted … Read more