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Tesla plans to more than double 2024 capital spending to over $20 billion, focusing on autonomous vehicles, humanoid robots, and battery production, signaling a strategic pivot away from traditional …
Amazon shares rose on talks to invest $10B in OpenAI, potentially shifting AI chip usage from Nvidia to Amazon's Trainium, reinforcing AWS's AI position and Amazon's chip ambitions.
Alphabet's AI leadership with Gemini 3 boosts its stock, benefiting Tesla due to AI-driven robotics, while Nvidia lags amid shifting AI winners. Microsoft shows steady performance due to OpenAI inves…
Flex is expanding rapidly in AI-driven data center solutions, collaborating with NVIDIA on energy-efficient modular AI data centers, driving strong revenue growth and raised fiscal guidance despite b…
Meta won a federal court ruling preventing forced breakup, but increasing competition from TikTok and AI rivals challenges its social media dominance, shifting focus to AI execution for future growth.