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If you hold Oracle (ORCL) stock, you’ve felt the turbulence. Despite a recent bounce, the shares are down over the last 12 months and sit well below their peak, a sign the market is wrestling with a profound shift in the company’s story. The options market is pricing in elevated uncertainty, with implied volatility in the 67th percentile of its annual range. This isn't about a legacy business in decline; it's about the significant risks of a company going all-in on a new one.

Broadcom stock is down this month after issuing so-so guidance. J.P. Morgan says the market continues to underestimate the semiconductor and software company.

HSBC's multiyear AI partnership could support projects generating over $100 million in revenue or savings each.

The design-software maker has been battered by fears of artificial intelligence disruption and a broad sector downturn. That TAM is expected to double by 2029 as Figma expands its products and use cases, and as AI helps the company draw in less skilled users who weren’t previously part of its target audience.

Reports of stronger demand for Samsung's chipmaking services lifted semiconductor stocks tied to AI supply constraints.

The company that ends up defining a new gadget is rarely the one that ships it first. Being first means being early, and being early means paying to teach everyone else why they should care. Smart glasses have lived in that expensive waiting room for years. Meta (META) turned camera-equipped ...

Space Exploration Technologies Corp. and Tesla Inc. CEO Elon Musk‘s net worth has surpassed the $1 trillion mark. Here’s how his fortune compares with the world’s top billionaires. Elon Musk Surpasses $1 Trillion According to the Forbes Billionaires list, Musk’s...

AllianceBernstein Global head of ETF strategy and partnerships, Julie Gunts, joins Yahoo Finance to explain how "MANGOS" stocks — Meta (META), Amazon (AMZN), Nvidia (NVDA), Alphabet (GOOG, GOOGL), OpenAI (OPAI.PVT), and SpaceX (SPCX) — are ushering in the latest trends in exchange-traded funds (ETFs).

Intel (NasdaqGS:INTC) has moved its next-generation 18A-P manufacturing process into risk production. The 18A-P process is aimed at advanced AI and data center chips and is designed to be backward compatible for customers. Intel is working with Foxconn on AI infrastructure and with Kontron AG on early edge AI deployments. For investors watching Intel, the shift of 18A-P into risk production is a data point in the company’s attempt to build a foundry business alongside its existing processor...

PALO ALTO, Calif., June 17, 2026--Odyssey, an AI lab pioneering world models founded by self-driving car veterans, today announced a $310 million Series B at a $1.45 billion valuation. Natural Capital led the round, with participation from Amazon, AMD Ventures, GV, EQT, IQT and others. They join existing investors including Jeff Dean, Google’s chief scientist; Elad Gil; Qasar Younis, co-founder and CEO of Applied Intuition; Garry Tan, president and CEO of Y Combinator; Guillermo Rauch, founder a