Alphabet 160% rally in year reflects value of owning most of AI stack
Sundar Pichai, chief executive officer of Alphabet Inc., during the Bloomberg Tech conference in San Francisco, California, US,…
Wall Street AI chip love moves from Nvidia to Intel, AMD and Micron
Lisa Su, CEO of AMD speaks with CNBC on May 6, 2026. CNBC Since the launch of ChatGPT…
Paul Tudor Jones says AI bull market has ‘another year or two to run’
Paul Tudor Jones said the artificial intelligence-fueled bull market still has further to run, adding that he recently…
Nvidia, Corning partner on three new optical factories NC, Texas
Nvidia, the chipmaker at the center of the artificial intelligence boom, is partnering with glassmaker Corning for three…
OpenAI shakes up partnership with Microsoft, capping revenue share payments
CEO of OpenAI Sam Altman speaks during the 2026 Infrastructure Summit of government officials, corporate executives, and labor…
Wall Street is getting bullish on neoclouds. These stocks hold more risk than other AI plays
There’s a lot of market buzz on the emerging crop of companies known as neoclouds, but these stocks…
Software industry executives jump ship to OpenAI
India’s Prime Minister Narendra Modi (L) takes a group photo with AI company leaders including OpenAI CEO Sam…
Software stocks plunge on ServiceNow, IBM results, AI fears escalate
Signage outside the ServiceNow headquarters in Santa Clara, California, US, on Thursday, Sept. 4, 2025. David Paul Morris…
Anthropic in European AI data center push, recruits for key dealmaker
Anthropic is ramping up a push to secure European data center deals to power its AI models, as…
Microsoft expands AI footprint in Australia with $18 billion investment
SYDNEY, AUSTRALIA – APRIL 23: Chairman and CEO of Microsoft Satya Nadella speaks on stage during the Microsoft…
AI chipmaker Cerebras files for IPO after scrapping paperwork in 2025
Cerebras, a producer of chips that run artificial intelligence models, on Friday filed to go public on Nasdaq…
OpenAI pulls back from Stargate Norway deal as Microsoft takes over
OpenAI has abandoned plans to rent compute capacity directly from a Norwegian data center, days after confirming it…