#artificial intelligence

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Meta Launches Muse AI Assistant as Evercore ISI Maintains $860 Price Target

September 12, 2026 (21 days ago)

Meta Platforms debuts its Muse AI assistant to drive monetization among its 3.6 billion users, though analysts warn that high compute costs…

META

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JPMorgan Upgrades Meta to Overweight, Lifts Price Target to $820

September 12, 2026 (21 days ago)

JPMorgan upgraded Meta to Overweight with an $820 price target, betting that early AI product adoption and frontier model development justify the…

META

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Oracle Revenue Jumps 30% to $19.3B as Cloud and AI Demand Accelerate

September 12, 2026 (21 days ago)

Oracle shares rally as cloud infrastructure revenue hits $7.4 billion and the company raises its full-year earnings outlook, driven by aggressive AI…

ORCL

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Micron Shares Dip 19% From Peak as AI Memory Demand Outlook Remains Robust

September 12, 2026 (21 days ago)

Micron Technology faces a valuation reset after a parabolic rally, yet long-term prospects remain supported by structural demand for high-bandwidth memory in…

MU

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Nvidia Reports $96.22 Billion Revenue and $26 Billion in Shareholder Returns

September 12, 2026 (21 days ago)

Nvidia beats Q2 earnings estimates with $96.22 billion in revenue and highlights its robust capital allocation strategy by returning $26 billion to…

NVDA

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Nvidia CEO Jensen Huang Defends GPU Longevity Against Short Seller Claims

September 12, 2026 (21 days ago)

Nvidia CEO Jensen Huang is pushing back against short sellers by citing robust GPU rental data and long-term service contracts to validate…

NVDA

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Cognizant AI Deployment Reclaims 11 Hours Weekly per Account Manager

September 12, 2026 (21 days ago)

Cognizant's successful AI agent deployment highlights potential efficiency gains for clients, but the firm must navigate the transition from labor-based billing to…

CTSH

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Oracle Shares Rally 6% as Cloud Revenue Doubles on AI Demand

September 12, 2026 (21 days ago)

Oracle stock climbs as cloud infrastructure revenue doubles to $7.4 billion, with the company securing $30 billion in new AI contracts and…

ORCL

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Nvidia Revenue Hits $96 Billion as Vera Rubin Platform Drives Growth

September 12, 2026 (21 days ago)

Nvidia's revenue growth remains robust at 106% year-over-year, supported by the launch of the Vera Rubin platform and strong demand from enterprise…

NVDA

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Oracle Shares Rally 6% as AI Cloud Demand Drives $19.3B Revenue Beat

September 12, 2026 (21 days ago)

Oracle shares climbed 6% following a strong earnings beat, with the company securing $30 billion in new AI cloud contracts and raising…

ORCL

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Meta Shares Rally 6.55% on Muse AI Demand Despite Legal Cease-and-Desist

September 12, 2026 (21 days ago)

Meta stock surged on Muse AI adoption, but a new legal challenge regarding ad safety threatens to complicate the rollout of its…

META

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Nvidia vs. AMD: Comparing AI Chip Leaders in 2026 Market Landscape

September 12, 2026 (21 days ago)

Nvidia and AMD remain the primary players in the AI chip sector, with Nvidia leading in profitability and ecosystem depth while AMD…

NVDA AMD

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