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The Latest Breaking News from Ted Mortonson

Salesforce just dropped $8 billion on Informatica. Here's why it's key to Marc Benioff's ambitious bet on AI agents

Salesforce CEO Marc Benioff has previously come under activist pressure for his aggressive M&A strategy.

Palantir has a P/E near 500. Can Alex Karp justify the price?

Palantir has a P/E near 500. Can Alex Karp justify the price?

Karp believes Big Tech needs to refocus on military and national-security work, once at the heart of Silicon Valley’s origins.

DeepSeek selloff: Should you buy the dip in Nvidia, tech?

DeepSeek selloff: Should you buy the dip in Nvidia, tech?

The success of a mysterious Chinese lab has investors questioning the AI spending boom that has swept through Silicon Valley.

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Nvidia’s Jensen Huang pledges to ‘comply fully’ with Trump trade policies as uncertainty looms over chip industry

Despite Trump’s tough-on-China stance, previous comments casting doubt on America’s commitment to help Taiwan defend itself against a potential Chinese invasion have weighed on chip stocks.

Wall Street avoids Nvidia selloff after blowout earnings call

Last quarter, a modest revenue and earnings beat was not enough to prevent a massive sell-the-news event, but that didn’t happen this time.

Nvidia analyst predicts 'jaw-dropper' Q3 earnings—others on Wall Street are not so sure

Multiple analysts said Wednesday’s call could prove to be a “sell the news” event, just like last quarter.

Nvidia’s Q2 earnings could spark an AI rally—or a selloff

Nvidia’s earnings are a referendum on both AI investment and the semiconductor industry, multiple industry analysts told Fortune.

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Big Tech is using massive free cash flows to pay more dividends

Big Tech is using massive free cash flows to pay more dividends

Silicon Valley behemoths like Meta, Alphabet, Microsoft and Apple can afford to pay shareholders while still spending on R&D.

Will Big Tech earnings calls stop massive stock market rotation?

Will Big Tech earnings calls stop massive stock market rotation?

Most of the tech giants maintain immense profitability and a head start in the AI race, but more good news might not buoy the markets.

The 'Magnificent Seven' have dragged the S&P to record highs. Will the moniker remain relevant?

The 'Magnificent Seven' have dragged the S&P to record highs. Will the moniker remain relevant?

Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla accounted for half of the S&P 500’s total gains last year, according to Morgan Stanley.

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