Meta cuts ties with Manus as China forces buyout dissolution, clouding the tech giant's AI expansion amid rising Sino-American tensions.
RBC Capital's Derek Neldner pushes back on AI replacing junior bankers, signaling limited near-term cost cuts and steady demand for human talent…
Oracle's data center spending surge rattles investors, overshadowing AI growth and sending shares lower in extended trading.
Microsoft addresses anti-AI boos from the Class of 2026, reinforcing its commitment to responsible AI development amid rising generational pushback.
Chinese healthcare shares hit their cheapest valuation in history as an AI investment drain starves the sector of capital, sending the Hang…
OpenAI and Anthropic gear up for IPOs in 2026, but Bloomberg analysis suggests the first to hit the market may not emerge…
Apple's AI photo editing push enhances iPhone capabilities, potentially fueling upgrades and lifting AAPL stock as services and hardware revenue expand.
Nasdaq 100 fell as chipmakers retreated, snapping a two-day AI frenzy that had lifted Wall Street, with investors turning cautious amid valuation…
Apple's Siri reboot relies on Google Gemini, making the iPhone maker more dependent on the search giant's AI while attempting to revive…
Bernstein argues bitcoin's broadening ownership base solidifies its store-of-value status, offsetting 2026 inflow slowdown amid AI-driven investment rotation.
OpenAI's IPO filing reignites the Altman-Musk conflict, lifting Microsoft shares on stake revaluation while pressuring Tesla amid Musk's public opposition and AI…
China's €255B AI infrastructure plan challenges US dominance, boosting semiconductor and data center demand while lifting Chinese tech stocks and pressuring Western…