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Impax Asset Management highlighted AMD as a key contributor in its Q2 2026 letter, citing rapid adoption of AI-optimized GPUs, major cloud partnerships, and ongoing market share gains in AI accelerat…
Microsoft and Space42 will build the UAE’s first Sovereign Mobility Cloud on Azure, ensuring data residency and regulatory compliance to accelerate autonomous mobility pilots, deployments, and ecosys…
IonQ’s quantum push — acquisitions, cloud partnerships and rising revenue — positions it as a long-term rival to NVIDIA, but heavy losses, extreme valuation and nascent tech make it a high-risk, spec…
Alphabet (GOOGL) hits all-time highs after a beat in Q2 results, strong Google Cloud and AI growth, and major partnerships including a reported $10B Meta cloud deal and ties with NVIDIA and Apple.