Jeran Wittenstein

Stay informed with Jeran Wittenstein’s coverage and analysis for Fortune.

Jensen Huang, co-founder and CEO of Nvidia Corp., speaks during a news conference in Taipei on May 21, 2025. Huang said that US export controls on artificial intelligence chips to China had failed, with companies using locally developed technology. (Photo by I-Hwa Cheng / AFP) (Photo by I-HWA CHENG/AFP via Getty Images)

Big Tech is back in S&P 500 driver’s seat as profit engines hum

By Jeran Wittenstein, Ryan Vlastelica, and others

Tim Cook, chief executive officer of Apple Inc., speaks to members of the media during the first day of in-store sales of Apple's latest products at Apple's Fifth Avenue store in New York, US, on Friday, Sept. 20, 2024.

Big tech’s earnings problem is estimates may be way too high

By Jeran Wittenstein and Bloomberg

Jack Ma sits, looking defeated

Alibaba shares tumble as Trump order stirs China trade angst

By Jeran Wittenstein and Bloomberg

Apple CEO Tim Cook

Big Tech stocks lose some of their aura as earnings growth slows

By Jeran Wittenstein, Ryan Vlastelica, and others

Wall Street traders

Stock market rotation drives rebound from summer selloff as tech giants lag

By Jeran Wittenstein and Bloomberg

Earnings from tech giants betting on AI could push the Nasdaq 100 over the edge or halt the violent market rotation

By Jeran Wittenstein, Ryan Vlastelica, and others

Nvidia CEO Jensen Huang

No one can figure out what Nvidia’s revenues are actually going to be—not even the AI chip leader’s own executives

By Jeran Wittenstein and Bloomberg

Tim Cook

Apple’s $330 billion swoon since the New Year, vague AI plans make it a Coca-Cola-style value stock in the eyes of the Street

By Jeran Wittenstein and Bloomberg

Elon Musk, co-founder and CEO of Tesla Motors Inc.,(R) smiles during the GPU Technology Conference in San Jose, California. Musk discussed with Jen-Hsun Huang, CEO of Nvidia Corp.,(L) his outlook and views on the future of autonomous cars. (Photo by Kim Kulish/Corbis via Getty Images)

As Nvidia surge echoes Tesla rally of 2020, investors wonder if AI will see slowdown like the one hitting EVs: ‘Logic takes a backseat’

By Esha Day, Jeran Wittenstein, and others

NEW YORK, NEW YORK – JANUARY 19: Traders work on the floor of the New York Stock Exchange (NYSE) on January 19, 2024 in New York City. Stocks closed up over 350 points while the S&P 500 closed at an all-time high on Friday. (Photo by Spencer Platt/Getty Images)

Five Big Tech companies with combined market value of over $10 trillion to report earnings this week: ‘Results will be crucial for the markets’

By Jeran Wittenstein, Elena Popina, and others

NYSE broker

The Magnificent 7 tech stocks just drove a $2 trillion rally over a few weeks that staved off a Nasdaq correction

By Jeran Wittenstein and Bloomberg

Sundar Pichai, chief executive officer of Alphabet Inc., during the Google I/O Developers Conference in Mountain View, California, US, on Wednesday, May 10, 2023. Google introduced a new large language model, used for training artificial intelligence tools like chatbots, known as PaLM 2, and said it has already woven it into many of the internet search company’s marquee products. Photographer: David Paul Morris/Bloomberg via Getty Images

Alphabet defies its doubters and adds $115 billion in value after unveiling new A.I. tools

By Jeran Wittenstein and Bloomberg

NEW YORK, NY – APRIL 26: People walk by the Twitter office on April 26, 2022 in New York City. Billionaire Elon Musk, CEO of Tesla and Space X, reached an agreement to purchase social media platform Twitter for $44 billion. (Photo by Kena Betancur/VIEW press)

Twitter shares sink after Musk says he’s ending acquisition bid in ‘disaster scenario’ for the social media platform

By Jeran Wittenstein and Bloomberg

LAGUNA NIGUEL, CA – OCTOBER 01: (L-R) Executive Director of Fortune MPW Summits and Live Content Pattie Sellers and Senior Vice President and Chief Financial Officer of Alphabet and Google Ruth Porat speak onstage during the Fortune Most Powerful Women Summit 2018 at Ritz Carlton Hotel on October 1, 2018 in Laguna Niguel, California. (Photo by Phillip Faraone/Getty Images for Fortune)

Alphabet’s 20-to-1 stock split is meant to bring Google shares to the masses—and maybe the Dow

By Jeran Wittenstein, Vivianne Rodrigues, and others

Woes at Netflix, Peloton and Zoom show the age of ‘lockdown stocks’ may be done

By Jeran Wittenstein, Nick Turner, and others