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Viant Technology (DSP) highlighted enterprise ad wins, expanding TVision measurement, and AI Outcomes product gaining ~5% of spend, targeting performance-ad budgets historically held by Google and Me…
Meta's stock fell despite 28% revenue growth as investors focused on heavy AI spending. Bulls argue the selloff is overdone given Meta's new Muse Spark AI model and entry into compute-selling busines…
Microsoft commits $1 billion to expand AI cloud infrastructure in Thailand, aiming to close the AI adoption gap amid heavy global investments and competition from Google and Amazon.
Meta’s stock plunged nearly 8%, losing $119 billion in market cap after a jury ruled it liable for addictive app design harming young users, opening the door to thousands of similar lawsuits and sign…
Meta Platforms announces job cuts across multiple divisions amid heavy losses in Reality Labs and increased AI investments to compete with Google, Amazon, and Microsoft, causing a share dip.
Meta laid off 700 employees despite rewarding top executives, signaling cost-cutting amid operational pressures.
Elon Musk and the SEC are negotiating a potential settlement over Musk's delayed disclosure of his Twitter stake, impacting Tesla's regulatory and legal environment amid ongoing litigation and Musk's…
Meta shares fell after a strong earnings surge but received a $2 billion bullish investment from Pershing Square, citing AI-driven ad revenue growth and long-term upside potential despite recent stoc…
Bernstein raises Apple price target due to Apple Intelligence launch despite rising memory costs impacting iPhone margins modestly; AI integration and privacy advantages support positive long-term ou…
Meta unveils its most capable pre-trained large language model, Avocado, signaling strong AI innovation that could boost market confidence.
Apple will report earnings tomorrow, with strong focus on AI investments including Siri's upgrade using Google's Gemini model, potentially boosting iPhone upgrades and service growth.
Nvidia, despite recent lagging stock performance, is gaining analyst confidence due to its advancing AI platforms Blackwell and Rubin, competitive pricing, and strong revenue outlook, signaling posit…
Nvidia's AI chip announcements at CES had little stock impact amid shifting AI hardware focus to memory products, whose prices are expected to surge, posing margin risks for Nvidia and others like Ap…
Nvidia shares gained 1.3% premarket after a recent month-long slide amid Google competition, with J.P. Morgan maintaining an Overweight rating and $250 price target, viewing the dip as a buying oppor…
Nvidia considers expanding H200 AI chip production to meet strong Chinese demand following US export approval, despite pending Chinese government clearance and domestic industry pressure.
Microsoft will raise Office and Microsoft 365 subscription prices globally from July 2026 due to added features like AI tools and enhanced security amid rising IT demands and competition from Google.
Nvidia gained nearly 2% after announcing a $2 billion strategic stake in Synopsys and expanding AI partnerships, enhancing its market reach despite some analyst caution on competition and regulatory …
Cursor, an AI coding tool backed by Nvidia, rapidly grew from $100 million to $1 billion in sales but faces high AI model costs and competition from major AI firms. Nvidia's support signals long-term…
Amazon plans a $15 billion investment in Northern Indiana for new data centers and AI innovation, creating 1,100 jobs and adding 2.4 gigawatts of capacity with significant energy cost savings.
Microsoft enhanced its AI assistant Copilot with collaboration features, browser integration, and an expressive avatar named Mico to compete with Google and OpenAI in the AI and browser markets.