NASDAQ:AIQ Fund Quote

The lukewarm reception to the CoreWeave IPO, which is the biggest tech offering since 2021, could pour cold water on hopes of a recovery in the IPO market.

William Blair said it now appears that the army is leaning toward sticking with Vantage, one of Palantir's largest overall contracts, generating $115M in annual recurring revenue.

Apple Inc. (NASDAQ: AAPL) is moving ahead with its most ambitious health initiative to date, aiming to elevate its Health app with AI capabilities that mimic real doctors.

Morgan Stanley said Dell is Wistron’s major GB200 partner and therefore, the increased Wistron rack shipment forecast bodes well for the company.

Based on the IPO price, the company will likely collect gross proceeds of $1.5 billion, giving it a valuation of about $19 billion based on the 473.48 million shares outstanding.

Apple typically announces software updates to its devices, including iPhones, iPads, and Macs, and new functionality at WWDC.

Goldman’s downgrade of Super Micro stock, citing competitive pressure, generated selling pressure on Monday.

Loop Capital said Apple is looking to place orders for about $1 billion in Nvidia GB300 NVL72 systems, translating to 250 servers costing roughly $3.7 million to $4 million each.

CoreWeave has set an IPO price range of $45-$55, which could give it a valuation of $27 billion to $32 billion.

Wall Street's tech giants are investing billions in AI, but most companies are still struggling to adopt it. Semiconductor revenue expected to boom.

The CoreWeave IPO has reportedly been oversubscribed after early mutual fund support and is poised to raise as much as $2.7 billion.

A DoD release said Defense Secretary Pete Hegseth signed a memo on Thursday terminating more than $580 million in programs, contracts, and grants.

Macquarie analysts think mass market adoption of agentic AI will take time, probably two years.

Telecom, AI and semiconductor ETFs offer investors attractive opportunities as NVIDIA leads the AI-driven revolution in telecommunications.

Super Micro announced support for the new Nvidia RTX PRO 6000 Blackwell Server Edition GPU and also new systems and rack solutions powered by the Blackwell Ultra platform.

Jefferies analysts said they came away impressed from the AIPCon, with the return on investment case studies underlining how the company’s products are helping transform businesses

The new Warp Speed customers announced at the conference include defense technology companies Epirus, Red Cat Holding, Saildrone, Saronic, SNC, and Ursa Major.

The stock is down about 46% from its recent high, signaling that it is in deep bearish territory.

This partnership envisages the development of next-gen software utilizing AI to improve a range of aviation systems, including air traffic control, movement control, and route planning.

Northland believes the fiscal year 2026 revenue guidance of $40 billion is “reasonable,” even as it estimates $30.9 billion for the year.

Super Micro stock plummeted from its March 8th all-time high of $122.90 as a slew of negative catalysts played out.

The latest expansion plans will help expand the company’s capacity from 5,000 air-cooled or 2,000 liquid-cooled racks per month.

Elon Musk, Senior Advisor to President Donald Trump, expressed concerns on The Joe Rogan Experience about the US being a poorly managed business, AI advancing rapidly, and wealth and power concentrating at the top.

The S&P 500 had a wild session on Friday based in part on some interesting video from The White House.

Most sell-side analysts tempered their opinions by citing the moderation in revenue growth to 26% from 29% in the previous quarter.