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Despite strong earnings, a $1 trillion revenue forecast, and renewed China sales, Nvidia shares remain range-bound due to investor concerns over AI spending sustainability among hyperscalers. Growing…
Adobe's new partnership with NVIDIA aims to enhance its AI-powered creative tools, improving precision and workflow automation. This collaboration is expected to strengthen Adobe’s enterprise subscri…
Oppenheimer rates Microsoft, Oracle, and Agilysys as top stocks poised to rebound with AI innovation, highlighting Microsoft’s benefits from AI disruption and valuation advantages.
Meta Platforms is globally launching its AI Support Assistant on Facebook and Instagram, aiming to deploy more advanced AI systems in coming years to reduce third-party vendor reliance for content en…
Nebius secured massive multi-billion dollar AI infrastructure deals with Microsoft and Meta, signaling strong growth and leadership in AI compute with massive revenue projections and strategic partne…
Microsoft consolidates Copilot under EVP Jacob Andreou, reports strong user growth, and secures significant NVIDIA GPU capacity for AI, boosting its AI capabilities.
Amazon CEO Andy Jassy projects AWS sales could double to $600 billion in 10 years driven by AI, despite heavy $200 billion capex for AI infrastructure. Drone deliveries near one million milestones, w…
Meta signed a $27 billion deal with Nebius for AI infrastructure capacity amid rising data center demand, highlighting heavy AI investment but signaling cost pressures.
Nvidia's GTC event highlights new AI chips and accelerating language processing unit production amid mixed signals from Foxconn's profit miss and cautious retail sentiment influenced by geopolitical …
Meta postponed its Avocado AI model release to May due to weaker performance compared to rivals, causing shares to dip amid costly AI investments and delayed flagship updates.
Prime Focus partners with Google Cloud to scale interactive digital humans, indicating growth potential in cloud and AI services.
Microsoft defies federal pressure, continuing its $5 billion Anthropic AI investment and boosting Azure with OpenAI’s new GPT-5.4, driving significant AI-related cloud growth and positioning MSFT for…
Meta Platforms acquired Moltbook, a novel AI-driven social networking startup for autonomous AI agents, enhancing Meta's AI capabilities and innovation pipeline.
Meta Platforms gained over 1% after agreeing to acquire Moltbook, an AI-centric social network, boosting its AI development through its Superintelligence Labs division with potential long-term busine…
Nvidia partners with Thinking Machines Lab to deploy cutting-edge AI chips and co-develop AI training systems amid booming AI demand and OpenAI's aggressive expansion, highlighting strong growth pros…
Meta Platforms acquired AI-focused social networking site Moltbook, adding key AI talent to its Superintelligence Labs and boosting its competitive edge in the AI race among tech giants.
Microsoft insiders sold shares, but CEO Satya Nadella retains substantial holdings. Microsoft launched AI-powered premium Office tools, including Copilot Cowork, aiming to enhance enterprise producti…
Apple plans to expand its AI partnership with Google to include cloud services, potentially accelerating Siri improvements amid rising generative AI competition, impacting cloud rivals AWS and Azure.
Meta expands its AI infrastructure by leasing Google's AI chips alongside Nvidia and AMD, signaling a diversified and flexible compute strategy for future AI model training.
Meta Platforms inked a multi-billion deal with Google to lease AI hardware and plans $600 billion AI investment, despite facing over 3,000 lawsuits alleging app-related mental health harms.