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Germany's antitrust authority is testing Apple's new app tracking consent prompts, involving data protection agencies. Final ruling awaits test outcomes amid ongoing scrutiny of Apple's advertising a…
Alphabet leads AI with strong quarterly beats and cloud growth, pushing shares 90% higher over a year, but downside risks exist amid elevated valuations and analyst price target gaps.
Meta Platforms starts a $1 billion AI data center in Wisconsin, enhancing its AI infrastructure with innovative cooling and energy upgrades as part of a $600 billion AI investment plan through 2028.
Microsoft signed a $9.7 billion, five-year cloud services deal with IREN to access Nvidia GB300 processors, advancing its AI infrastructure amid Big Tech competition. IREN's expanding AI cloud and bi…
Microsoft signed a $9.7 billion deal with IREN for Nvidia GB300 processors to expand AI cloud capacity over five years, highlighting strong AI demand and infrastructure growth.
Microsoft's 26% stake in OpenAI lifted shares strongly, Nvidia's AI chip bookings surge, while Meta's forecast for heavy AI investment triggered a significant share decline amid investor concerns.
Amazon AMZN shares surged 13% premarket due to strong 20% growth in AWS cloud revenue and bullish sales outlook, easing AI market share concerns amid solid retail and advertising performance.
Amazon shares surged nearly 12% after strong Q3 AWS growth of 20% and bullish sales outlook eased AI market worries. Retail and advertising also delivered solid results, supporting optimism despite s…
Apple shares rise ahead of quarterly results as strong iPhone 17 demand and AI strategy reassure investors despite tariff cost concerns and lagging YTD performance versus Nasdaq.
Alphabet beat revenue and EPS estimates in Q3 2025, driven by strong growth in Google Search, Cloud, and YouTube. Despite missing operating profit, the results highlight robust demand and promising A…
Alphabet's stock surged over 35% in 2025, with strong weekly gains and an earnings report due October 28. Optimism is driven by advances in AI foundation models and favorable price targets near $300.
Britain granted Google strategic market status, allowing regulatory actions to ensure fair competition and innovation in search, though no immediate changes or penalties were imposed.
Alphabet's hiring of the Atlantic Quantum team signals a strategic boost to its quantum computing capabilities, strengthening long-term R&D prospects for Google/Alphabet.
Meta acquires GPU startup Rivos to accelerate in‑house AI chip development, reduce Nvidia reliance, and support massive capex for data centers and AI infrastructure.
Amazon sees a senior AI VP exit amid several recent leadership departures; the company continues heavy AI spending (including $8B in Anthropic) while AWS pushes faster product launches ahead of Q3 ea…
Bloomberg says Apple is building a ChatGPT-like app to help test a revamped Siri, signaling accelerated AI integration and product improvement.
Nvidia plans to invest up to $100 billion in OpenAI and sign a letter of intent to deploy at least 10GW of compute, reinforcing its GPU dominance and drawing broadly bullish analyst commentary.
Oracle is reportedly in talks to provide Meta with nearly $20 billion in multi-year cloud computing services to train and deploy AI models; deal could grow and terms remain uncertain.
Oracle is in talks with Meta on a potential $20 billion AI cloud computing deal that could accelerate Meta's AI deployments and shift cloud demand dynamics.
Nvidia paid $900M to acquire Enfabrica's CEO, team and IP that can knit 100,000+ GPUs into one system, boosting Nvidia's AI infrastructure and competitive positioning.