News on innovation, product launches, and corporate earnings from leading tech companies and startups.
that was not necessarily earmarked for training purposes. That distinction opened the door to a trial, originally set for last December, where damages could have stretched into the hundreds of…
Frank Carr1 min read
Blue Origin just raised $10 billion at a $130 billion valuation, with Jeff Bezos personally investing $2 billion. Here is what the funding round and a recent test explosion mean.
Chris Wood4 min read
Nvidia's Jensen Huang says skilled trades, not chips, are the real AI bottleneck. Quanta Services' record 48.5 billion dollar backlog suggests he may be right.
Frank Carr3 min read
Micron CEO Sanjay Mehrotra is pouring 250 billion dollars into U.S. chip fabs to chase AI memory demand. Here's what the investment means for Micron's valuation and competitive standing.
Connor Simmons3 min read
Apple CEO Tim Cook unveiled a 30 billion dollar Broadcom chip deal this week, even as attention on his salary intersects with AAPL's record high valuation and slim dividend yield.
Frank Carr4 min read
Meta shares surged nearly 9% on reports it may sell cloud computing and AI model access, rattling CoreWeave and Nebius while reviving Zuckerberg's compute comments from May.
Connor Simmons3 min read
Meta is building its first Canadian data center, a $9.18 billion facility in Alberta, as part of a massive AI infrastructure push that's rattling investors and Wall Street alike.
Sarah Ross3 min read
Meta plans to sell AI computing power to outside businesses, a move that lifted its stock but sent CoreWeave shares tumbling 14 percent in a single trading day.
Chris Wood3 min read
SK Hynix will spend 80 trillion won on a new NAND fab plus 20 trillion won on chip packaging, betting AI demand will keep outpacing memory chip supply through 2029.
Sarah Ross2 min read
Greg Abel's first year running Berkshire Hathaway's portfolio brought sweeping changes, including a massive new bet on Alphabet even as he exited sixteen other positions entirely.
Chris Wood4 min read
OpenAI has reportedly discussed giving the U.S. government a 5% stake, with other AI firms possibly asked to do the same. Here's what's known so far.
Sarah Ross2 min read
A tiny reactor just powered an Nvidia chip in Utah, the first time a next generation nuclear plant has run US AI hardware. Here's what it does and doesn't prove.
Frank Carr3 min read
Europe's top court upheld a 4.125 billion euro fine against Google over Android. Here's how the ruling lines up against Alphabet's valuation, momentum and market cap.
Chris Wood2 min read
OpenAI may give the US government a 5 percent stake as political pressure mounts from both Bernie Sanders and the Trump administration over who profits from AI.
Chris Wood3 min read
Meta's stock jumped after reports it plans to launch a cloud business, turning its AI infrastructure into a new revenue stream. Here's what the numbers say.
Connor Simmons1 min read
Microsoft is betting 2.5 billion dollars on a new company that helps big businesses mix and match AI models instead of relying on one provider like OpenAI.
Chris Wood2 min read
Microsoft is committing $2.5 billion and 6,000 engineers to a new unit called Microsoft Frontier, aimed at making enterprise AI deployments actually work, not just launch.
Connor Simmons2 min read
Althoff told CNBC, adding that many are also unsure whether to lead with technology or rework their existing business processes first. Microsoft is leaning on two commitments to win that…
Frank Carr1 min read
SpaceX joins the Nasdaq 100 on July 6, just weeks after its blockbuster IPO. Here is what the 2.13 trillion dollar valuation, RSI reading and mounting losses reveal about the…
Chris Wood3 min read
Franklin Intelligent Machines ETF slid 5.49% as quantum computing jitters spread from IQM's rocky Nasdaq debut. Here is what the valuation, RSI and yield data show.
Frank Carr3 min read
Micron just posted record earnings, then got hit with a price fixing lawsuit days later. Here's how the stock, valuation and legal risk stack up now.
Sarah Ross3 min read
Meta shares slid nearly 5% as investors question whether the company's planned 145 billion dollar AI spending spree will actually supercharge its advertising engine or just squeeze margins.
Chris Wood3 min read
OpenAI has floated giving Washington a 5% stake worth about $42.6 billion, part of a plan that could push Anthropic, Google, and Meta into a similar arrangement.
Frank Carr3 min read
A Stockholm court fined Google 14.3 billion kronor for favoring its own shopping tool over PriceRunner, the Klarna owned comparison site, in a major antitrust ruling.
Chris Wood2 min read
