Intel foundry lands Fortinet as first customer for security chips
Intel CEO Lip-Bu Tan attends the annual Computex trade show in Taipei, Taiwan, June 2, 2026. Tsai Hsin-han…
IBM Q2 earnings report 2026
IBM CEO Arvind Krishna attends a Rose Garden Club event on the Rose Garden of the White House…
Google (GOOG) Q2 2026 earnings report: Live updates
Most of Google’s $44.9 billion capex supported AI infrastructure Most of Google’s $44.9 billion capital expenditures went to…
Bessent says U.S. could sanction China over AI model ‘theft’
U.S. Treasury Secretary Scott Bessent during the 2026 Reagan National Economic Forum at the Ronald Reagan Presidential Library…
Trump’s push for American-made AI chips hits TSMC’s margins
Pressure from President Donald Trump to manufacture advanced semiconductors in the U.S. is increasing costs and squeezing margins…
Sony’s PlayStation disc decision threatens a $7 billion resale market
A PlayStation 5 DualSense controller and a stack of retail game cases are seen, with the Sony logo…
Ready for takeoff: This stock’s next growth runway is securing identity in an AI age
Clear Secure’s resilient airport franchise is more than a travel business. It serves as the customer acquisition engine…
Nvidia details next-generation Vera CPU, in challenge to AMD and Intel
Jensen Huang, chief executive officer of Nvidia Corp., speaks next to a Vera Rubin Ultra Kyber compute tray…
Google expands Gemini lineup with cheaper models and new Mythos rival
Alphabet is releasing three new Gemini models on Tuesday, including its clearest answer yet to Anthropic‘s lead in…
Jim Cramer says it’s time to look beyond tech as AI uncertainty rattles the market
CNBC’s Jim Cramer said Monday that the artificial intelligence trade has become too noisy and unpredictable to aggressively…
AMD Helios: Microsoft signs on to rack AI system that rivals Nvidia
After a decade-long comeback, chip giant Advanced Micro Devices is preparing to ship its first rack-scale system for…
The AI rotation stole the spotlight from a strong start to earnings season
The AI trade dominated the market once again this week, upstaging an impressive start to the second-quarter earnings…