AI

Nvidia, Meta and Microsoft joined 22 other firms in a letter to Washington on July 24, backing open-weight AI models after a critical vulnerability exposed closed-model limits.

U.S. export restrictions on advanced GPUs force Chinese tech firms to spend more for less powerful compute, compressing cloud margins and slowing model development.

Startups chasing the enterprise AI market must outspend incumbents on compute while fighting for customers already locked into Microsoft, Amazon and Google ecosystems.

Power management and automation companies are capturing growing revenue from data center expansion, extending AI's economic reach well beyond chipmakers.

Strip out Nvidia's contribution and the S&P 500's projected second-quarter earnings growth drops from 9 percent to 3 percent—a structural imbalance the data makes hard to dismiss.

A power line failure in Northern Virginia caused a 10-minute grid recovery delay after more than 3 gigawatts of data center load disconnected simultaneously across the PJM network.

Enterprises are shrinking large AI models to slash cloud bills, but the same efficiency that lowers costs is now drawing scrutiny from lawmakers debating oversight.

The work management software company is reducing 20 percent of its workforce as it shifts capital from headcount to AI infrastructure and specialized talent.

A senior earnings analyst is urging investors to stay overweight technology, arguing AI-driven earnings growth separates today's valuations from past speculative cycles.

Nvidia shares face a binary moment Aug. 26, and the stock's AI dominance doesn't insulate investors from sharp short-term swings.

The long-term agreement secures critical high-bandwidth memory for Nvidia's H100 and B200 GPUs, tightening its grip on AI accelerator supply chains.

Chip stocks led a Nasdaq selloff Friday as investors questioned the return on AI infrastructure spending, rotating into pharmaceuticals and other defensive sectors.

The startup's target valuation would be more than triple its June 2025 mark, reflecting a sharp reallocation of venture capital into AI-driven military systems.

Alphabet and Meta are deepening AI infrastructure spending, forcing investors to weigh hundreds of billions in capital outlays against cloud revenue that has yet to materialize at scale.

Companies are deploying GPU infrastructure faster than internal systems can track the spend, creating direct exposure on corporate balance sheets.

New GPT capabilities that automate development tasks are forcing companies to rethink engineering headcount and vendor contracts.

Corporate clients can now accept automated crypto payments from AI agents via smart contracts, creating new on-chain transaction flows across Ethereum and EVM networks.

ServiceNow outperforms a broad tech decline, with analysts pointing to durable demand for IT workflow automation and rising AI contract values.

Nvidia rose 2.3 percent to $212.06, outperforming a broadly lower market, as enterprise AI adoption and sovereign GPU procurement drive revenue visibility through 2028.

Jim Cramer called this earnings season a 'ball of confusion,' but Nvidia and Microsoft offer the clearest AI-driven growth stories in a directionless market.

President's measured foreign policy stance reduces geopolitical risk, creating stable backdrop for tech stock opportunities

Tesla at $426 and Nvidia at $215 offer attractive buying opportunities as Trump signals no rush on Iran deal

Wedbush maintains bullish outlook on data center growth while Walmart shows consumer resilience and GameStop draws speculative interest

The semiconductor design firm benefits from increased adoption of its architecture in AI processors, leading to analyst target revisions

The decision signals a U.S. strategy prioritizing AI development speed, easing regulatory burdens for major technology companies competing with China

CEO Jensen Huang says President Trump wants American companies to win globally in artificial intelligence

JLL faces 20% office vacancy rates and falling transaction fees while Microsoft captures enterprise AI spending through Azure and Copilot

Mozilla's latest update includes a dedicated button for users to disable all artificial intelligence features, addressing concerns over AI data harvesting

South Korea's Deputy Prime Minister calls for AI wealth distribution as Samsung faces first-ever strike, risking HBM chip production for Nvidia

Unitree Robotics' G1 humanoid robot played table tennis, highlighting AI's progress and increasing the need for decentralized computing

Capital flows show institutional investors moving beyond core Bitcoin positions to explore high-growth sectors in decentralized AI and blockchain prediction platforms

Generative AI search features delivering inaccurate results could erode user trust and open competitive window for Microsoft, startups

Specialized AI firms use proprietary voice data and generative models to create pilot training simulations, addressing critical instructor shortages

The chip giant's massive share repurchase program did not reassure investors about current valuation levels, with shares falling 1.8 percent

Jensen Huang says AI infrastructure spending will far exceed current $1 trillion projections, driving demand for Nvidia's specialized hardware

Nvidia's $26 billion quarterly revenue validates AI infrastructure demand, creating favorable conditions for private AI firms eyeing public markets

NVDA's weaker outlook triggers broad tech selloff in futures as cloud giants pull back on data center capex, threatening rally assumptions

The chip maker's shares fell 0.8 percent despite securing large government AI contracts that analysts say aren't fully priced into current valuations

Former OpenAI co-founder's move to $18 billion rival intensifies battle for GPU resources, boosting decentralized compute networks

Advanced Micro Devices acquired a $6.5 million position in Microsoft shares, signaling conviction in AI infrastructure and cloud computing growth

President Trump said China's economy is running hot, a direct positive for Nvidia's AI chip sales and data center revenue

BFH Inc. faces supply chain vulnerabilities from its niche industrial focus, while Microsoft offers stable growth through cloud and AI leadership

Meta stock trades at $614, but AI advances and new monetization paths support 14 percent upside

Microsoft stock climbed to $422.27 as AI infrastructure spending fueled its cloud computing segment, drawing renewed analyst confidence

The $12 billion fund's complete exit from its 2.5 million share position comes despite Nvidia's continued outperformance

Moving the code-generation tool to smartphones opens new monetization paths but raises questions about compute costs and competition from tech giants

Legacy automaker's battery production facilities and charging networks attract speculative interest tied to data center energy needs

Elon Musk's legal team argues OpenAI abandoned its nonprofit mission, enriching partners like Microsoft and violating founding agreement worth billions

UBS analysts project Nvidia's shares will reach $280, citing strong AI server demand and a positive outlook for upcoming earnings that will exceed consensus estimates

New Copilot feature synthesizes information from open web pages, targeting enterprise users and advertising revenue