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Megacap AI capex is surging to $860B in 2026 (+80% YoY) across Microsoft, Amazon, Meta, and Oracle, raising sustainability concerns after SpaceX's stock got hammered for similar spending plans despit…
TSMC posted blowout Q2 earnings driven by AI chip demand, benefiting Apple, AMD, and Nvidia. Meanwhile, China's Moonshot AI unveiled a competitive open-weight model, pressuring Google's proprietary A…
Microsoft enhanced its Copilot AI assistant with multi-model integration, improving output quality and user productivity amid increasing competition, though shares face pressure amid ongoing investor…
Microsoft enhances its Copilot AI assistant by integrating multiple models, improving output accuracy and productivity, positioning itself strongly against rivals like Google amid rising AI demand.
Meta is developing AI agents to boost productivity, aiming to compete with AI-native startups. A possible 20% workforce layoff is rumored to offset costs amid AI investments, causing near-term cautio…
Apple leads in AI app revenue via its App Store, generating $1 billion in 2025 despite a weak Siri. Its on-device AI strategy contrasts with rivals’ heavy cloud investments, positioning Apple for ste…
Tensions rise between Microsoft and OpenAI over unclear terms defining artificial general intelligence (AGI), risking significant financial shifts and contractual disputes as AGI development accelera…
Meta delays its next-gen AI model Avocado after underperforming rivals, pushing launch to May amid intense investment and competition, leading to a share drop.
Meta delays launching its AI model 'Avocado' to May, trailing competitors like Google and Anthropic, raising concerns about its AI leadership ambitions.
Cursor's AI coding assistant surpasses $2 billion annualized revenue, fueled by expanding enterprise adoption amid rising competition including Google. The AI developer tools market is evolving with …
World Labs secured $1 billion funding with investors including Nvidia and Autodesk to develop spatial intelligence AI models for 3D reasoning, potentially impacting AR, VR, and robotics sectors.
Moonshot aims for a $10 billion valuation amid strong AI model performance and investor interest, but still trails bigger rivals like Zhipu and MiniMax. Google's Gemini ranks behind Moonshot's K2.5 o…
Microsoft shares dropped 17% this year amid AI business risks and strong competition from Google and Anthropic, despite significant investments in AI content licensing and cloud expansion in India.
Nvidia’s CEO Jensen Huang will miss the India AI Impact Summit, but the company remains committed to India’s AI growth amid a key industry event with major tech leaders present.
Tech giants including Microsoft, Amazon, Apple, Nvidia, and Google face sharp market value declines amid investor skepticism on AI spending returns and demand for near-term earnings clarity.
Elon Musk's AI chatbot Grok quickly gained U.S. market share, challenging Google Gemini and ChatGPT, despite controversy over image-generation misuse and leadership changes at xAI ahead of SpaceX con…
Apple's Siri upgrade rollout is further delayed due to integration issues and AI dependencies, causing a sharp 5% drop in stock price and investor concerns amid rising component costs and competitive…
Industry leaders emphasize AI’s rapid, transformative impact on productivity and knowledge work, with firms like Microsoft and NVIDIA driving innovation despite differing views on AI timelines and wo…
Chinese AI firms Zhipu AI and MiniMax surged on superior model upgrades, with Zhipu's GLM 5 reportedly outperforming Google's Gemini 3 Pro in some benchmarks, challenging Google's AI leadership and i…
Apple plans to enable third-party AI voice assistants on CarPlay, marking a strategic shift from exclusive Siri use, allowing more AI chatbot options while retaining Siri as the default activation me…