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NVIDIA is negotiating an anchor investment of up to $10 billion in Anthropic's planned IPO, targeting a $2.3 trillion valuation. The deal secures Anthropic's long-term hardware demand on NVIDIA's arc…
JPMorgan upgraded Meta Platforms to Overweight from Neutral with an $820 price target, representing 25% upside. The upgrade highlights monetization potential from frontier AI models, AI agents, and n…
Nvidia is in talks to become an anchor investor in Anthropic's upcoming IPO, potentially contributing up to $10 billion. The artificial intelligence startup reportedly aims to raise approximately $10…
Semiconductor stocks rallied as falling Treasury yields, declining oil prices, and Nvidia CEO Jensen Huang's reaffirmed $3T–$4T AI infrastructure projection buoyed sentiment. The positive macro backd…
Nvidia is reportedly considering an anchor investment of up to $10 billion in Anthropic's potential initial public offering. Anthropic aims to raise up to $100 billion at an estimated $2 trillion val…
Meta is offering some individual contributors in its Applied AI division the option to return to management roles. The voluntary program partially unwinds its flatter organizational structure as the …
Chinese AI startup Moonshot AI aims to reach $2 billion in annual recurring revenue ahead of a reported $50 billion Hong Kong IPO. Moonshot is in talks with Amazon, Microsoft, and Google regarding cl…
Chinese open-source AI advancements threaten US AI dominance and hyper-scale valuations. With models costing under half of US alternatives, massive AI infrastructure spending faces heightened ROI ris…
Morningstar warns that traditional diversification has degraded as emerging market and value ETFs heavily concentrate in AI and tech names. Taiwan Semiconductor anchors 22% of major EM indexes, while…
Cohere is in advanced talks to raise $2B to $3B at a $20B valuation. Existing backers include Nvidia and AMD, who invested in Cohere's prior $6.8B valuation round, representing substantial valuation …
Microsoft plans to triple its data center capacity to over 38 gigawatts by 2032 to meet booming AI and cloud demand. Despite capacity constraints temporarily pushing some clients to competitors, anal…
Meta unveiled Muse, an autonomous personal AI agent that automates complex daily workflows and integrates secure payments. Rolled out to over three billion users via WhatsApp and Instagram, Muse mark…
InMobi-owned Glance is pivoting toward AI-powered agentic commerce, making the US its primary revenue market. The platform has secured a partnership with Apple to integrate its commerce agents into S…
Amazon projects around $220B in 2026 capex for AWS and AI, while partnering with OpenAI to extend ad campaigns directly into ChatGPT. Meanwhile, Ohio may renegotiate data center tax incentives, and W…
Analyst commentary highlights SpaceX's aggressive AI spending and unfeasible revenue targets following its post-IPO slide. While Elon Musk targets $3.5 trillion in revenue by 2033 via AI data centers…
U.S. lawmakers are escalating calls for strict artificial intelligence regulations, including new regulatory bodies and mandatory safety guardrails. While congressional gridlock may delay legislation…
Hyperscalers are capitalizing on massive AI infrastructure buildouts while offering long-term exposure to quantum computing. Amazon's AWS growth accelerated 37% year over year with triple-digit expan…
Jim Cramer urged policymakers to implement an AI kill switch amid safety warnings from Anthropic researchers. However, he reaffirmed his bullish stance on hardware providers, recommending investors s…
Meta shares rallied following the rollout of its Muse personal AI agent, boosting Mark Zuckerberg's net worth by $13.7 billion. Despite pulling back slightly on Thursday, the stock touched its highes…
Analyst commentary highlights Nvidia and Broadcom as prime beneficiaries of surging hyperscaler AI data center spending. Robust revenue guidance, custom AI ASIC demand, and GPU dominance suggest subs…