Breaking developments in software, hardware, and innovation driving the companies at the forefront of the market.
Meta shares slipped 2.79% to 646.01 dollars as the company's AI data center ambitions grow, even as mark zuckerberg's metaverse fades from the spotlight it once commanded.
Franklin Gonzales4 min read
A New Glenn ground test explosion and a fresh $10 billion funding round put Blue Origin back in the spotlight, raising questions about Jeff Bezos's ties to Amazon stock.
Franklin Gonzales5 min read
Apple has sued OpenAI, accusing former employees of stealing trade secret hardware data, in a case that exposes how bitterly the two companies' partnership collapsed.
Bobby Cook1 min read
Jensen Huang says skilled tradespeople, not chips, are the real AI bottleneck. Quanta Services' record backlog and rich valuation show what that thesis looks like in the market.
Bobby Cook4 min read
Apple has sued OpenAI, accusing former employees turned OpenAI staffers of stealing trade secrets to build its secretive AI hardware device, deepening a rift between the two AI partners turned…
Christina Shaw3 min read
Micron CEO Sanjay Mehrotra has committed over $250 billion to U.S. fab expansion. Here is what that means for valuation, momentum and yield at current price levels.
Christina Shaw3 min read
Apple's $30 billion Broadcom chip deal has renewed questions about Tim Cook's pay and legacy, even as AAPL trades near record highs with a rich valuation.
Christina Shaw4 min read
Meta Platforms (NASDAQ:META) is best known as the parent of Facebook, Instagram and WhatsApp, but a fresh report that it may start selling cloud computing and AI model access to…
Christina Shaw1 min read
Greg Abel has funneled more than 20 billion dollars of Berkshire Hathaway's cash into Alphabet since succeeding Warren Buffett, a rapid move that signals a shift in capital allocation strategy.
Roberto Anderson5 min read
Meta is building its first Canadian data center, a $9.18 billion facility in Alberta, as part of a global AI infrastructure push that has investors watching spending closely.
Franklin Gonzales2 min read
Axon shares surged after disclosures tied President Trump's stock purchase to an ICE taser solicitation, reigniting ethics questions even as Axon posts its ninth straight quarter of 30% plus growth.
Bobby Cook3 min read
Meta shares jumped over 10% intraday after reports the company may sell AI compute and model access, challenging Amazon and Microsoft while pressuring CoreWeave and Nebius stock.
Roberto Anderson3 min read
SK Hynix will spend 80 trillion won on a new NAND fab and 20 trillion won on a packaging plant to meet AI driven memory demand through 2029.
Bobby Cook3 min read
Berkshire Hathaway under new CEO Greg Abel poured over 29 billion dollars into Alphabet while exiting 16 other holdings. Here is what the GOOGL numbers show now.
Franklin Gonzales3 min read
OpenAI reportedly discussed giving the U.S. government a 5 percent equity stake, with other AI firms possibly asked to follow suit. Neither OpenAI nor the White House has confirmed the…
Franklin Gonzales2 min read
Meta Platforms shares jumped after reports it may resell excess cloud capacity, rattling CoreWeave and Nebius. Here is how the stock's valuation, momentum and yield stack up now.
Roberto Anderson4 min read
Valar Atomics ran an Nvidia Blackwell chip on power from its Ward 250 reactor, the first US test pairing next generation nuclear with AI hardware directly.
Christina Shaw2 min read
Rising electricity capacity charges tied to big tech data centers are hitting American factories hard, with one Ohio brick maker seeing bills jump 90% in a year.
Roberto Anderson3 min read
The EU's top court upheld Google's 4.125 billion euro Android antitrust fine, closing a years long case. Here is how the ruling lines up against Alphabet's stock, valuation and momentum.
Bobby Cook3 min read
OpenAI is reportedly weighing a 5% government stake as Washington debates how to share AI's windfalls, from Sanders' nationalization push to Amodei's universal basic income proposal.
Christina Shaw2 min read
Meta Platforms stock jumped after reports of a new cloud computing business. Here is how the move stacks up against its valuation, momentum and dividend yield.
Bobby Cook3 min read
Microsoft launches a $2.5 billion unit to help enterprises mix and match AI models instead of locking into one vendor, joining Palantir and AWS in a fast shifting market.
Roberto Anderson3 min read
A running list of Trump actions is not what's driving the newest wave of pink slips in Silicon Valley: artificial intelligence is. Microsoft confirmed Monday that it cut about 4,800…
Christina Shaw1 min read
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Christina Shaw1 min read