Meta, SpaceX, Anthropic stoke the AI funding frenzy. What it means for our stocks
The AI funding window is closing, and everyone wants a seat on the train. Clearly, the rush to…
CoreWeave stock sinks as bond yields surge near 15%
Vcg | Visual China Group | Getty Images CoreWeave‘s stock and bonds were both hit on Wednesday as…
Nvidia GPUs are everywhere. Here’s how companies access them
Marc Benioff, chief executive officer of Salesforce Inc., left, and Jensen Huang, chief executive officer of Nvidia Corp.,…
Microsoft touts Copilot app with coding, Autopilot to chase Anthropic
Microsoft CEO Satya Nadella attends the World Economic Forum meeting in Davos, Switzerland, on Jan. 20, 2026. Denis…
Salesforce earnings are sparking a breakout. Where the stock is going, according to the charts
Watch the gap! That has been a common theme we’ve seen in many of the beaten down software…
‘SaaSpocalypse’ debate intensifies as software stocks swing wildly
Michael Cannon-Brookes, co-CEO of Atlassian. Scott Mlyn | CNBC The “SaaSpocalypse” was raging this week. Then it got…
AWS’ outperformance gives Wall Street confidence in AMZN AI strategy
Wall Street – just like investors – loved Amazon’s earnings report, particularly its growth at cloud business Amazon…
Amazon (AMZN) Q2 earnings report 2026
Andy Jassy, CEO of Amazon, speaks during an unveiling event in New York on Feb. 26, 2025. Michael…
1 hyperscaler megacap down, 3 to go. Alphabet raises the stakes on AI spending
One down, three to go. Alphabet kicked off Big Tech earnings this week — telling Wall Street it…
Why we’re sticking with Alphabet despite an imperfect quarter and more AI spending
Alphabet shares fell Wednesday evening after the Google parent reported good, but not great second-quarter results. While artificial…
Google (GOOG) Q2 2026 earnings report: Live updates
Pichai touts user growth in Antigravity AI coding tool Google CEO Sundar Pichai speaks during a keynote address…
Macron, Modi court tech CEOs in AI infrastructure race
Countries are scrambling not to fall behind in AI — and French President Emmanuel Macron and Indian Prime…