ETF-relevant headlines, ranked by recency.
Microsoft's tightening consolidation and improving support structure put a potential breakout toward $555.45 in focus.
After announcing a host of new features for Meta's Muse AI app at its Connect 2026 developer conference this week, the company is opening up requests for early access. Meta shared on Friday that you can now ask Muse to put you on the list to try out its latest capabilities before anyone else.
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Isabelle Lee, Carol Massar and Tim Stenovec. -------- More on Bloomberg Television and Markets Like this video?
NVIDIA's broader AI exposure, stronger margins and higher ROE give it an edge over Micron as memory and Data Center demand rise.
Fidelity's actively managed large cap growth fund is doubling down on AI chips and a single search giant, creating a portfolio where two companies can make or break your returns.
Microsoft's dividend program looks stronger than those of its Magnificent Seven peers. The company's business can support healthy dividend growth over the long term.
Brad Gerstner laid out his most bullish case yet.
Microsoft has positioned itself as a software company that isn't exclusively tied to any of the big artificial-intelligence model makers, and that's shaping up to be a key advantage, according to an analyst.
GOOGL's Gemini scale, expanding AI monetization and strong Search and Cloud growth give it an edge over AAPL in consumer AI.
Credo makes the high-speed connectivity chips and cables that move data between servers inside AI data centers, and revenue more than tripled in fiscal 2026. Nvidia's data center business brought in $89 billion in its latest quarter alone, and management guided the next quarter to $108 billion, excluding any China compute sales.
A steady monthlong climb has put a bigger round number on the radar for Apple (NASDAQ:AAPL | AAPL Price Prediction) shareholders.
The case stemmed from allegations that political consulting firm Cambridge Analytica obtained data from millions of Facebook users without their consent.
Google Cloud provided more than 20% of Alphabet's Q2 revenue. While Amazon and Microsoft are still the top two cloud infrastructure providers globally, No.
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When AI leaders at OpenAI and Anthropic started talking about “pacing the frontier,” maybe someone should have asked: what pace? Now it's turned into model drop week for both companies as Anthropic rolled out Opus 5.5, followed by OpenAI's GPT-6 model updates just 90 minutes later.
Microsoft AI CEO Mustafa Suleyman talks about the growing alarm about AI and why he's taking a human first approach in an interview with Bloomberg's Shirin Ghaffary for the Q&AI newsletter. -------- Like this video?
QCOM renews its Apple patent deal through 2027, offering licensing visibility as weaker smartphone demand pressures QTL revenue.
Bloomberg's Tim Stenovec breaks down Anthropic's $11.6 billion contract with Akamai for AI computing power, the largest deal in Akamai's history. Plus, President Donald Trump calls his meeting with his Chinese counterpart Xi Jinping "very productive" with little to show for it.
Brent Schutte, Chief Investment Officer at Northwestern Mutual Wealth Management, says today's S&P 500 is the second-most concentrated market he's seen in 33 years. He explains why diversification is more critical than ever — and exactly where he's finding opportunity instead, from small and mid-cap stocks to high-quality bonds and REITs.
Today, Chase announced it has begun a phased rollout of its new Data Security Center, giving customers a clearer, simpler way to understand and manage how their
A version of this story originally appeared in the AI Insider newsletter. Sign up for Business Insider's weekly AI Insider newsletter here.
With a brilliant hardware funnel and an options market pricing in juicy short-term premiums, Meta looks primed for a powerful breakout into 2027.
Meta Platforms is adding a clearer safety warning within Muse after a security researcher discovered a vulnerability in the AI agent that could let an attacker access a user's sensitive personal information, the Information reported on Friday.
Jacob Andreou, Microsoft's executive vice president of Copilot, joins 'Squawk on the Street' to discuss the newly unveiled app, Meta's Muse AI agent, cybersecurity concerns surrounding AI, and more.
Shares of Palantir Technologies (PLTR, Financials) have risen 7.7% in the past week on Wall Street's balancing of booming artificial intelligence demand against
A jury in Santa Fe, New Mexico, found on Friday that Meta Platforms misled the state's residents, in a case stemming from allegations that political consulting firm Cambridge Analytica, which had worked on Donald Trump's 2016 presidential campaign, obtained data from millions of Facebook users without their consent.
Perhaps some investors were giving up on the company a bit too soon.
SAN FRANCISCO--(BUSINESS WIRE)---- $AAPL #aapl--A judge overseeing an antitrust lawsuit regarding Apple Pay certified a class of payment card issuers, according to attorneys at Hagens Berman.
Meta Platforms expands its VR push with lightweight AI-powered glasses, immersive content, and productivity tools as Apple and Alphabet step up the competition.
Opendoor, NIO, and Strategy could quadruple over the next decade.
Tesla and SpaceX CEO Elon Musk was seated at the head table. So was Nvidia's Jensen Huang, Apple's Tim Cook, and AMD's Lisa Su.
AI names lifted the S&P 500 and Nasdaq Friday as most sectors fell, while lower oil eased pressure but Treasury yields stayed near cycle highs.
Buyers are giving Qualcomm (NASDAQ:QCOM | QCOM Price Prediction) a second look after the chipmaker's renewed agreement with Apple (NASDAQ:AAPL) initially drew sellers. Qualcomm stock is up 6% to $205.
The stock market has become "one-dimensional," argues Tim Bohen (@Stockstotrade), pointing to the AI trade single-handedly pulling the S&P 500 (SPX) and Nasdaq-100 (NDX) toward record highs. That said, he sees several trading opportunities in the tech sector.
Azure just crossed a milestone that reshapes how analysts think about Microsoft's ceiling, and the five-year math behind a modest stake today tells a story Wall Street's consensus target barely hints at.
Nvidia's new Vera Rubin platform combines GPUs, networking, and software to power the next wave of AI agents. The company is deepening its infrastructure push through AI factories, its DSX platform, and global data center partnerships.
Alphabet and Meta both reported blockbuster AI quarters, but their agent strategies point in opposite directions, and only one of them looks like a safer bet heading into 2027.
Tesla trades at software valuations while still earning most of its money selling cars, and whether that gap is genius or delusion depends entirely on a handful of product bets that have not paid off yet.
It's turned into a model drop week as Anthropic rolled out Opus 5.5, followed by OpenAI's GPT-6 model updates just 90 minutes later. But the company that stole the spotlight was Meta, whose personal AI agent Muse is reportedly outpacing ChatGPT's early numbers and is headed for smart glasses and a tiny Tamagotchi-style device next.
Google's first orbital data center will fit in a kitchen. Ars Technica reports that the first Project Suncatcher test satellite, dubbed MVP and about the size of a refrigerator, launches October 1.
The 200-day moving average is a closely watched level among investors and one of the most widely used indicators. Investors can use it to their advantage for stocks in longer-term uptrends.
Nvidia (NVDA) reported earnings 30 days ago. What's next for the stock?
Andy Jassy just committed roughly $200 billion in capital expenditures for 2026, and the logic behind that number reveals something most investors are missing about where AWS demand is actually coming from.
Another tech worker has said they resigned over concerns about how fast AI is developing. This time, it's someone who worked on Google's AI chips.
Wall Street has Apple pegged at one price target, but our proprietary model lands somewhere else entirely, and the gap between the two tells a story about where this stock may be headed after a record-breaking June quarter.
While most of the Mag 7 have recently reestablished leadership in the stock market, Amazon (AMZN) has lagged in recent weeks since hitting all-time highs in early August. Kai Wu says the stock has the "most interesting set-up" of the group.
For the first time in years, investors might be better off taking the certain yield from long-term Treasuries over the uncertainty with equities. Long-term investors could still prefer the higher return potential of equities, but there's no guarantee they'll outperform bonds.
Meta will allow its smart-glass users to opt out of visual data collection for training AI models. The setting applies to camera-based AI requests, not photos saved to a user's camera roll.
Muse's traction is surging, fueled by Meta's promotion of the AI app at its annual developer conference this week and strong early reviews that praised its polished design and highly capable AI model under the hood.
Amazon is looking to challenge SpaceX in the satellite-based connectivity market. SpaceX has a huge lead over all of its competitors.
Bernstein analysts suggest Wall Street isn't properly modeling the extent to which gross margins, a profit metric, could take a hit due to the rising costs of smartphone components.
Meta's Muse has accelerated the shift from conversational AI toward consumer-facing agents that can search, browse, transact and act on users' behalf. I believe the biggest opportunity sits below the interface: edge infrastructure, CPUs, observability and memory should all benefit as agentic workloads multiply machine-to-machine activity.
Microsoft (NASDAQ:MSFT | MSFT Price Prediction) shares rose 3%, reaching $514.04 in early trading after Oppenheimer lifted its price target on Microsoft stock.
Nvidia sits at the heart of a $2 trillion cloud backlog, and a simple monthly contribution strategy could turn that tailwind into a dramatically different number by 2030.
Microsoft (MSFT) stock rallied about 4% on Friday after the software giant unveiled a major expansion of its Copilot AI assistant, adding coding capabilities, autonomous AI agents, and direct access to Office applications. The latest update is part of Microsoft's effort to turn Copilot into a broader productivity platform for enterprise users, bringing together tools that previously required separate products.
CNBC's Leslie Picker reports on Microsoft as it updates its Copilot app.
Autonomous trucking represents a compelling opportunity for Tesla, but it's unclear what the company's initial Semi targets look like.
DALLAS, Sept. 25, 2026 /PRNewswire/ -- RMX Industries, Inc. ("RMX" or the "Company") (OTCQB: RMXI), an edge intelligence company delivering QuantrusX™, today announced it has signed a compute supply purchase order with Technologent for NVIDIA H200 GPU systems that will power QuantrusX™ deployments.
Although Tesla Inc. (NASDAQ: TSLA) stock has fallen 15.55% so far in 2026, trading at $368.74 on September 25, Tom Narayan, a Wall Street analyst at RBC Capital, expects a rally towards its 52-week peak over the next 12 months.
Microsoft Corp (NASDAQ:MSFT) shares rose over 3% in morning trading Friday after the software company unveiled an expanded version of its Copilot artificial intelligence (AI) assistant. Microsoft introduced three new Copilot features, Home, Code and Autopilot, which are designed to give users broader access to workplace information, software development tools and automated tasks.