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Apple unveiled its first foldable iPhone, entering an ultra-premium hardware market led by Samsung and Google. Analysts expect the higher-priced tier to boost average selling prices and expand earnin…
Bernstein predicts Meta will surpass Google Search in ad revenue by 2026, driven by superior AI automation. Despite Google's own AI-boosted search growth, competitive pressure and market sentiment fa…
AMD faces increasing pressure as major cloud customers like Google shift toward developing their own in-house AI silicon. This move signals a challenging competitive landscape for AMD, which is also …
Salesforce secured a significant 3-year, $1.6 billion AI and cloud contract with the Department of Veterans Affairs, validating its public-sector strategy. While this boosts revenue visibility, Sales…
Key AI engineer Noam Shazeer has departed Google to join OpenAI. While Shazeer was instrumental in the development of the Gemini AI project, the market reaction remains muted, suggesting investors ar…
Analyst reports suggest Google is leveraging Nvidia's operational model to build a competing AI chip division. This strategic pivot indicates Google's ambition to reduce hardware dependency and captu…
Google has launched Android 17, rolling out first to Pixel devices. The update enhances multitasking, security, and wearable integration, while paving the way for advanced Gemini AI features later th…
Google is expanding its Local Services Ads into a comprehensive real estate listing platform. By integrating home searches, pricing, and agent lead generation directly into its ecosystem, Google pose…
Microsoft is aggressively pivoting toward internal AI development to achieve frontier model independence. By shifting away from exclusive reliance on OpenAI and leveraging its proprietary data and cl…
Nvidia is attempting to enter the PC chip market, but faces significant headwinds including a global memory shortage and a history of failed 'Windows on Arm' transitions. While Nvidia sees AI-driven …
Investment strategist Jeremy Grantham warns that the artificial intelligence boom has triggered a high-stakes competitive battle among major technology firms. He suggests this intense pressure is res…
Amazon intends to integrate SpaceX's Grok AI models into its flagship cloud-based AI service, Amazon Bedrock. This partnership aims to enhance Amazon's generative AI offerings by providing customers …
Meta's CTO Andrew Bosworth leads aggressive AI transformation, laying off 8,000 employees and implementing keystroke tracking. His controversial leadership style and 'rip-the-Band-Aid' approach refle…
Apple celebrates 50 years with strong iPhone demand but faces AI innovation pressure from rivals Alphabet and Microsoft amid delays in AI feature roll-outs.
Apple's iPhone sales rose 20% YoY in China despite overall market decline, benefiting from consistent pricing and value-added features that boost its ecosystem and long-term revenue.
Apple hires ex-Google AI product leader Lilian Rincon to lead AI marketing, boosting Siri's upcoming upgrade using Google's Gemini model.
Apple awarded substantial out-of-cycle bonuses to its iPhone product design team to retain talent amid OpenAI's recruitment efforts.
Alphabet's GOOGL Search business leads AI-driven market share with 90%, boosting user engagement and revenue growth despite stock underperformance and premium valuation; Microsoft and Baidu intensify…
Microsoft loses a Texas data center rental deal to Oracle and OpenAI, indicating limited immediate impact on its core business operations.
CoreWeave expands AI cloud partnerships beyond Microsoft, boosting infrastructure demand, while Microsoft’s AI and cloud dominance remain strong with significant contracts and AI integration driving …