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Nvidia is acquiring AI developer platform Hugging Face for $12.93 billion to expand its presence across the AI software stack. The deal connects Nvidia directly to over 18 million developers and 3 mi…
Alphabet gains momentum following Berkshire Hathaway's massive $36.6 billion stake and CEO Greg Abel's endorsement. Catalysts include the launch of the cost-efficient Gemini 3.8 Flash AI model and a …
Anthropic plans an IPO as early as late September targeting a massive valuation after rapid revenue growth. Key backers including Amazon and Alphabet stand to benefit from valuation markups, while ma…
Nvidia reportedly agreed to acquire Hugging Face for $12.9 billion, expanding its dominance into the open-source AI software ecosystem. Alongside blockbuster fiscal Q2 earnings showing 106% revenue g…
Nvidia approaches earnings backed by a $500 billion AI chip financing initiative and extensive ecosystem investments. Analysts highlight structural tailwinds sustaining the AI cycle despite concerns …
Legendary investor Bill Miller, known for beating the S&P 500 for 15 years, is bullish on AI and draws parallels to the 1873 railroad boom. His top holdings remain concentrated in Amazon and Bitcoin,…
Pershing Square Holdings highlighted Amazon in its Q2 2026 investor letter, praising accelerating AWS revenue growth above 30% and resilient retail expansion. The hedge fund projects long-term earnin…
Berkshire Hathaway boosted its Alphabet stake by 658%, spotlighting its attractive 17x P/E valuation relative to peers. With Google Cloud backlog reaching $514 billion and strong AI adoption, analyst…
AI startup Thinking Machines cofounder Lilian Weng returned to OpenAI just a year after raising $2 billion. The move highlights a broader trend where AI founders, motivated more by research than trad…
Anthropic is reportedly targeting an IPO valuation between $2 trillion and $3 trillion as early as October, driven by surging quarterly revenues for its Claude AI chatbot. Despite rapid growth, analy…
NVIDIA reported strong earnings beating expectations with record $68.1B sales, driven by a 75% YoY surge in Data Center revenue, signaling robust demand and a bullish outlook in AI-related growth the…
BlackRock highlights AI's next growth phase with NVIDIA as a top holding, emphasizing moderate AI investment and strong earnings growth amid volatility and thematic ETF opportunities.
Amazon shares rose 2.7% amid a broader AI-driven tech rally fueled by Alphabet's upgrade and optimism on Fed rate cuts, despite concerns over AWS AI profitability and valuation limits.