Post-election rally masks a sharp split in the AI trade. Who wins?
Wall Street rallied Wednesday after Democrats scored major victories in the midterm elections. But the broad rally hid…
AI stocks fall after Democrats win Texas governor race
The US Capitol in Washington, DC, US, on Tuesday, Nov. 3, 2026. Aaron Schwartz | Bloomberg | Getty…
Marvell to buy Lumentum in all-stock deal
Marvell Technology‘s deal for optical components maker Lumentum will create an “enormous” opportunity to address growing connectivity demands…
South Korea targets world-leading sovereign AI model
South Korean President Lee Jae Myung unveiled the country’s largest ever budget on Monday, pledging to “boldly invest…
OpenAI pares fundraising goal, now seeking up to $20B in latest round
OpenAI CEO Sam Altman speaking at Oracle AI World in Las Vegas, Nevada, on Oct. 27, 2026. CNBC…
Amazon, Intel shares fall after earnings amid AI spending concerns
Intel CEO Lip-Bu Tan speaks during a keynote presentation at Computex in Taipei on June 2, 2026. Cheng…
Trump tech allies swap AI for ‘super intelligence’ in earnings calls
President Donald Trump speaks with Meta CEO Mark Zuckerberg at the White House driveway following a luncheon for…
Nvidia responds to accusations that Jensen Huang was Chinese target
An Nvidia spokesperson on Thursday pushed back on a New York Times report that detailed American intelligence agencies…
Google alters cloud playbook turning to partners to sell more AI chips
Thomas Kurian, chief executive officer of cloud services at Google LLC, speaks during the Google Cloud Next event…
More pain may be coming for the AI trade. Why I’m not giving up on it
You knew it had to happen. The charts foreordained it. I am talking about the collapse in every…
Nvidia’s role as AI financier faces first big test as neoclouds take market hit
Jensen Huang, CEO of NVIDIA, presents new NVIDIA Vera Rubin DSX Pod Full-Stack Modular AI Factory as he…
AI turmoil: neoclouds struggle, credit risks jump, Solidigm pulls IPO
CoreWeave founder and CEO Mike Intrator poses for a photo during the company’s initial public offering at the…