Les géants technologiques Alphabet, NVIDIA et Microsoft affichent de solides bénéfices, portés par la croissance de l'IA et de l'informatique en nuage, établissant de nouvelles références pour le secteur.
Broadcom secures long-term AI supply deals with Google, enhancing its role in the AI infrastructure market.
L'algorithme TurboQuant d'Alphabet réduit les besoins en mémoire, entraînant une vente massive d'actions de grandes entreprises de puces mémoire.
US stocks rose as markets anticipated an end to the Iran conflict. Tech shares led the gains, while oil prices fell.
Wall Street analyst Tom Lee forecasts S&P 500 hitting 15,000 by 2030, citing AI adoption and millennial wealth transfer as key drivers.
Both Alphabet and Meta Platforms are poised for growth driven by AI and digital advertising. Investors consider their valuations and future earnings potential.
Alphabet’s unprecedented 100‑year bond sale draws ten‑fold demand, highlighting AI‑driven borrowing trends among U.S. tech giants.
Nvidia CEO Jensen Huang confirms a substantial investment in OpenAI, dismissing reports of dissatisfaction and reaffirming his belief in the AI leader.