Cerebras (CBRS) announced a new computer it says boosts AI speed over Nvidia (NVDA), intensifying competition in AI chips and putting both…
US shale's capital discipline transformation provides a blueprint for Big Tech to avoid overspending on AI infrastructure, focusing on free cash flow…
Apple's anti-AI stance has suddenly become stock market baggage, as investors grow concerned about the company's competitive positioning in the artificial intelligence…
OpenAI names a new CRO after the previous one exits in under a year, highlighting leadership turnover at the AI startup as…
Lenovo stock soared 19% after a quarterly revenue beat renewed investor optimism in AI infrastructure, lifting the Hong Kong-listed shares and reinforcing…
Tencent's AI innovation pace is in question after its latest earnings report, leading to a sharp sell-off in the stock as investors…
Emerging market stocks climbed as tech shares led a broad rally, while forex markets paused ahead of the U.S. inflation data due…
CoreWeave stock jumped 16% on a $2.58 billion revenue beat, dragging Iris Energy and Cipher Mining higher as AI infrastructure demand overwhelms…
CoreWeave revenue surged on booming demand for AI computing, reinforcing its role as a leading cloud GPU provider in the artificial intelligence…
Nvidia faces two key AI infrastructure bottlenecks—power limitations and data center scalability—that the chip giant cannot resolve alone, raising concerns over its…
Apple's glass-centric 20th-anniversary iPhone is progressing toward a 2027 release, confirming the tech giant's commitment to product evolution and timeline consistency.
Nvidia's landmark deal fuels a broad tech rally, with the stock climbing as investors project accelerated earnings growth; the semiconductor index follows…