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AMD shares rose as executives reported surging demand for CPUs and GPUs driven by agentic AI adoption. With CPU business growing 50% and strong guidance for the second quarter, the company highlighte…
Meta is developing AI agents to boost productivity and streamline management, with potential layoffs to improve efficiency. The company aims to compete with AI-native startups by adopting agentic tec…
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…
Tech giants including Meta and Google are increasingly integrating AI into employee performance reviews, signaling AI's growing role. Meta faces modest positive impact, while Google remains neutral a…
NVIDIA CEO Jensen Huang forecasts years of AI-driven spending growth, highlighting extreme GPU demand and major commitments from Meta and Amazon's AWS.
NVIDIA's Spectrum-X platform drives 162% surge in networking revenues due to expanding AI data centers, positioning NVDA for strong growth amid large-scale AI infrastructure demand.
Broadcom’s AI-related chip and infrastructure demand tied to Google’s TPUv7 and Anthropic drives strong growth prospects, prompting positive outlooks and lifted price targets.
Nvidia shares dropped amid fears Google’s AI chips could challenge Nvidia’s dominance, while Alphabet rose on Meta’s planned use of Google’s TPUs. Google’s new Gemini 3 model and cheaper AI chips fue…
Nvidia shares rose 2.8% after President Trump softened China tariff stance, boosting tech stocks. Nvidia announced new AI data center partnerships with ABB, Meta, Oracle, Intel, and Samsung, promptin…