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Meta

Ryan Vlastelica
Nokia's headquarters in Espoo, Finland
BUSINESS / Companies
May 31, 2026
Tech stars from the 90s reborn: Nokia, Dell and Cisco surge on AI
A rush to build out AI infrastructure has led to soaring demand for everything from computer servers to storage components, networking gear and even legacy chips.
Alphabet’s Gemini artificial intelligence model is considered one of the best in the industry.
BUSINESS / Tech
May 11, 2026
AI wins have Alphabet poised to become world’s biggest company
Over the past year, Alphabet has gone from an artificial intelligence afterthought to the one firm in the market with dominant positions in nearly every aspect of the technology.
The Nvidia logo and a Neura humanoid robot at the Hannover Messe 2026 trade fair in Hannover, Germany, on April 20. Nvidia’s grip on the AI processor market is seen as increasingly under threat from other chipmakers as well as its biggest customers.
BUSINESS
May 6, 2026
Nvidia is facing more competition and it’s spooking investors
Nvidia’s grip on the AI processor market is seen as increasingly under threat from other chipmakers as well as its biggest customers.
Mark Zuckerberg exits the Los Angeles Superior Court on Feb. 18.
BUSINESS / Companies
Mar 31, 2026
Meta’s $280 billion tailspin sparks ‘tobacco moment’ questions
Wall Street is grappling with the possibility that social media companies could face a similar risk to the shrinking of the tobacco industry following stronger regulations.
The Nasdaq MarketSite in New York
BUSINESS / Tech
Feb 19, 2026
Apple decouples from Nasdaq, offering alternative to AI-fueled volatility
Apple’s 40-day correlation to the Nasdaq 100 Index tumbled to 0.21 last week, the lowest since 2006.
The Nasdaq MarketSite during Aktis Oncology's initial public offering (IPO) in New York on Jan. 9.
BUSINESS / Tech
Jan 19, 2026
‘No reasons to own’: Software stocks sink on fear of new AI tool
The new year was supposed to bring opportunities for beaten-down software stocks. Instead, the group is off to its worst start in years.
Jensen Huang, chief executive officer of Nvidia, poses for a photo on the sidelines of the APEC CEO Summit in Gyeongju, South Korea, on Friday.
BUSINESS / Tech / FOCUS
Nov 3, 2025
Nvidia is worth $5 trillion. Here’s what it means for the market
The chipmaker at the heart of the artificial intelligence revolution is not only the biggest company on Earth, it also may be the most influential stock in Wall Street history.
Nvidia CEO Jensen Huang speaks during an event in Washington on Tuesday.
BUSINESS / Tech
Oct 30, 2025
Nvidia becomes first $5 trillion firm as AI rally picks up steam
Nvidia has become the most-important stock in a bull market that’s been driven by optimism for AI to revolutionize the global economy.
Oracle is among some of the firms expected to thrive in an artificial intelligence future.
BUSINESS / Tech
Sep 29, 2025
Magnificent Seven is passe, but what can take its place?
Wall Street’s most powerful collection of stocks is missing some of the firms that are also expected to thrive in an artificial intelligence future.
Apple's Fifth Avenue store in New York on May 23
BUSINESS / Tech
May 28, 2025
Apple reels from share selloff as Trump’s 25% tariff threat drives uncertainty
Some are skeptical the tariffs will come to pass, but any such measures would require Apple to absorb costs or raise prices, eroding demand.
Meta headquarters in Menlo Park, California
BUSINESS / Tech
Feb 12, 2025
Meta rally makes history as it goes on offensive with AI
Even in a market where artificial intelligence winners are rewarded, Meta shares stand out.
Wall Street is rotating out of the chip sector, put off by stretched valuations and trade war-related risks under Donald Trump.
BUSINESS / Tech
Nov 27, 2024
Software is in, chips are out as traders position for Trump era
Software has been on an upswing given its lower exposure to tariff risks, and as the tailwind from AI looks set to shift from infrastructure to services.
Nvidia CEO Jensen Huang speaks during the launch of the supercomputer Gefion in Kastrup, Denmark, on Oct. 23. Nvidia's recent strength has come as the company calmed investor concerns about issues involving its Blackwell chip, which was delayed due to engineering snags, as well as its long-term growth prospects.
BUSINESS / Companies
Nov 6, 2024
Nvidia rides AI wave to surpass Apple as world’s largest company
Its share price rose 2.9% to $139.93 on Tuesday, taking its market capitalization to $3.43 trillion, ahead of Apple’s $3.38 trillion.
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.
Japan Times
BUSINESS / Tech
May 31, 2023
Nvidia’s market value touches $1 trillion amid AI gold rush
The chipmaker’s artificial intelligence prospects briefly vaulted it into an elite club of just five American companies.

Longform

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