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Jeran Wittenstein
Microsoft signage in New York on Oct. 25, 2024. Microsoft’s sudden decision to pause work on some data centers suggests cloud computing providers may be reevaluating expenditures.
BUSINESS / Tech
Apr 29, 2025
Big Tech’s earnings problem is estimates may be way too high
There’s little expectation executives will be able to give estimates with any degree of confidence, given the high level of macroeconomic uncertainty.
The ASML headquarters in Veldhoven, Netherlands, on Thursday. Semiconductor equipment makers such as ASML have unusually long-range views of how their customers are feeling, and at the moment, they’re flashing a caution signal for everything other than artificial intelligence.
BUSINESS / Tech
Oct 21, 2024
ASML shows chasm in chip land: AI winners versus everyone else
The semiconductor equipment makers’ results sparked worries about the health of the chip industry, which is being hurt by weakness in non-AI businesses.
Nvidia shares got zapped by 9.5% on Tuesday, wiping out $278.9 billion in the biggest loss of value ever for a U.S. stock.
BUSINESS / Tech
Sep 4, 2024
Nvidia suffers record $279 billion rout as stocks sink
Chipmakers touched off another bout of selling after industry analysts rekindled worries that the mania surrounding artificial intelligence had gone too far.
A screen tracks Nvidia's stock price movements as a trader works on the floor at the New York Stock Exchange on Oct. 23, 2023.
BUSINESS / Companies
Jun 24, 2024
Nvidia sales grow so fast that Wall Street can’t keep up
No one can figure out what the chipmaker’s revenues are actually going to be amid an artificial intelligence boom.
Nvidia made a big bet on graphics chips and the vision of its co-founder and Chief Executive Officer Jensen Huang that the industry would shift to what he calls "accelerated computing.” That bet paid off.
BUSINESS / Companies
Jun 19, 2024
Nvidia’s 591,078% rally to most valuable stock came in waves
First, it was video game consoles, and then came data centers, autonomous vehicles and cryptocurrency. Today, its chips are powering artificial intelligence.
An Nvidia Cop. Quantum-X800 InfiniBand Platform on display in Taipei on June 5. Nvidia was already the world's most valuable semiconductor firm. Now, it's become the first computer-chip company ever to hit $3 trillion in market capitalization.
BUSINESS / Markets
Jun 10, 2024
Big Tech is driving the S&P rally. Others will have to step up.
Part of the challenge for tech investors is the stocks are already quite expensive.
Advanced Micro Devices' processors and memory chips
BUSINESS / Tech
May 2, 2024
AI hardware stocks get pummeled even as big tech keeps spending
Hardware makers have seen their shares rally this year amid an arms race for artificial intelligence computing power that’s lifting sales and profits.

Longform

Japan's growing ranks of centenarians are redefining what it means to live in a super-aging society.
What comes after 100?