AI

Nvidia's fiscal 2028 guidance of 70 percent revenue growth masks even stronger underlying demand, with analyst price targets ranging from $350 to $580 by January 2028.

Chinese manufacturer's aggressive pricing disrupts the market, but a two-mile DC commute exposed battery and thermal constraints that expose why quadrupeds remain niche.

President Trump rejected researchers' warnings about existential AI risks, saying his only concern is whether the U.S. falls behind China in the technology.

Record quarterly results and raised full-year guidance hinge on converting 100M+ free users into paying subscribers via AI-powered products

Corporate America is quietly rehiring workers it eliminated through automation, facing higher labor costs and ballooning cloud compute bills that erased promised savings.

Intel shares jumped 9 percent Tuesday on CPU price increase reports, High NA EUV manufacturing progress, and Trump administration signaling on government stake sales

A Bank of America analysis of 85 years of labor market data argues that technological disruption historically creates more jobs than it destroys, with only 2.3% of global roles facing genuine automation risk.

CEO Matt Murphy credits a decade of supplier trust with major tech companies and diversified AI partnerships as the engine behind Marvell's outperformance of Broadcom

Microsoft released 112 critical fixes in September, reflecting accelerating vulnerability discovery driven by AI-assisted security tools and industry predictions of AI-enabled attacks.

The AI startup locked in compute contracts worth $517 billion over 11 months—nearly three times its prior $180 billion projection—as it races to match rivals' scale ahead of a potential public offering.

Arm's new CSS for Mobile 2 platform pairs neural accelerators with GPUs to handle persistent AI agents within smartphone power budgets, signaling a shift toward on-device AI workloads over cloud inference.

Tech giant's first UK pound bond sale expands its multi-currency funding for AI infrastructure, joining record $80 billion annual borrowing.

Tesla shares dropped to $354.08 after its Cybercab event, leaving the stock 29% below its 52-week high and forcing investors to weigh execution risk against $25 billion in AI and robotics spending.

Ethereum co-founder Vitalik Buterin dismissed angel investor Liron Shapira's prediction that AI could halve Bitcoin's price by breaking SHA-256, citing decades of cryptographic scrutiny and asymmetric computational costs favoring defenders.

A surge in AI infrastructure investment is straining Australia's labor and energy supplies, leaving the central bank little room to cut rates despite moderating inflation.

With 17 percent in Nvidia and over 60 percent in semiconductors, Vanguard's tech ETF has beaten the S&P 500 for four straight years on sustained hyperscaler AI capex.

The acquisition secures Nvidia's access to open-source AI development and prevents rivals from using the platform to circumvent its hardware dominance.

Nvidia reported 106 percent sales growth to $96.2 billion in Q2 2027 yet trades at a 24.2 forward P/E—a disconnect that underprices multiyear AI infrastructure spending.

Snowflake reported fiscal Q2 revenue of $1.55 billion, beating estimates, and raised its full-year product revenue forecast to about $6.07 billion as AI adoption accelerates.

The chip giant deployed over $40 billion in 2026 to build influence across the AI stack, from frontier labs to cloud providers—a tenfold surge that rewrites how platform companies entrench market power.

Macro traders project sustained financing demand from hyperscaler infrastructure will keep mid and long-dated bonds under pressure.

Startup emerges from stealth with private equity backing to commercialize open-source tools that catch AI models generating false information before deployment.

ChatGPT, Claude, and Grok went down simultaneously Thursday, revealing why leading AI companies' shared reliance on Microsoft Azure is becoming a competitive liability.

NVIDIA's record Q2 results underscore a structural divergence: semiconductor makers are capturing significantly more value than the large technology firms deploying AI, with Micron and Marvell up 220 percent and 185 percent respectively in 2026.

HUMAIN's 428-billion-parameter model signals Middle Eastern nations are willing to rely on Chinese AI infrastructure to close the language gap.

The cloud data platform reported fiscal Q2 2027 revenue of $1.55 billion, up 35 percent year over year, beating consensus and lifting full-year guidance to $6.07 billion.

The STOXX 600 gained 1 percent after three days of losses, as investors await U.S. jobs data to gauge Federal Reserve policy

AVGO fell 5 percent after reporting tripled AI chip revenue but guiding to slower growth ahead, signaling demand normalization.

AMD claims 50 percent more memory and superior precision performance in new data center GPUs, but execution on ROCm software and enterprise adoption remain unproven.

Strong results followed by stock decline would confirm summer correction risk, strategist warns, as semiconductor concentration in S&P 500 reaches dangerous levels.

Tel Aviv startup's platform sits atop existing firewalls to distinguish benign AI agents from threats, reaching $100M valuation in six months

Global regulatory scrutiny and infrastructure constraints are slowing AI expansion, creating dual pressure points that challenge the sector's near-term growth narrative.

Ernst & Young will distribute up to $25,000 per award to employees demonstrating leadership and adaptability, signaling that professional services firms see lasting value in skilled humans directing AI tools—not replacing them.

The AI coding startup has nearly doubled its valuation in three months as annualized revenue approaches $1 billion, trading at a 47x revenue multiple that bets on sustained growth.

George Arison is rolling out a $350+ premium subscription, healthcare services, and long-distance matching to defend against what he calls Wall Street's "Grindr discount."

Amazon's record capital spending and AWS GPU commitments follow a pattern: prior investment cycles saw temporary net losses followed by triple-digit stock recoveries.

The San Diego startup has landed six of the world's ten largest pharmaceutical companies by building AI agents that understand clinical development workflows, not just documents

A 23% stock surge followed earnings that exceeded estimates, driven by 240% growth in Agentforce AI products and a $2.6 billion paper gain on Anthropic.

CRM surged 22.6% on fiscal Q2 results showing $11.35B revenue and $5.90 adjusted EPS, with Agentforce and Data 360 ARR combined reaching $3.9B.

The Theragun Sense (2nd Gen) shifts focus to AI-driven personalization and app-based routines, building recurring engagement in the mass-market wellness segment.

The AI cloud provider borrowed $1 billion from JPMorgan Chase to stock Nvidia chips for Microsoft, betting cash flow from leases covers debt service before rates reset.

The enterprise search firm posted 15 percent revenue growth to $478 million in Q1 and raised full-year adjusted EPS guidance to $3.29-$3.37, above consensus estimates.

The model activates 49 billion parameters per token and can handle context windows exceeding 1 million tokens, targeting coding, financial analysis, and game development.

Salesforce lifted full-year guidance and unveiled Claudeforce, a new AI product integrating Anthropic's Claude into its platform, signaling SaaS will benefit from—not be disrupted by—AI.

Citi bumps Texas Instruments to top semiconductor pick, citing its commanding position in AI server power delivery—29.8% upside from current levels.

The Devin coding agent developer is annualizing near $900 million in revenue, up more than threefold since early 2026, at a 17x forward multiple.

Rosenblatt raised Marvell to $300 (from $240) on expectations for Q2 beat-and-raise; Susquehanna lifted target to $265, citing Inphi momentum in AI networking.

A three-week review shows the AI companion platform's edge lies in consistent character recall and smooth video generation—features that justify mid-tier pricing and recurring spending.

The startup's Explorer Edition skips traditional audio specs to focus on continuous conversation context—a bet that persistent AI recall justifies the price over better-sounding competitors.

The search giant's server-side redirects make it harder for AI companies and SEO tools to scrape results—a technical moat defense against data extraction.