Cerebras Systems slumped over 9% in early trading Thursday after it missed key estimates despite soaring cloud revenue, raising doubts about the ability of its AI chips to challenge
August 13, 2026
AI boom or bubble? Timing is everything
August 13, 2026
By Anhata Rooprai and Max A.
August 13, 2026
Hedge funds upped short bets on AI-related stocks in July, according to a Wednesday report from data platform Hazeltree, part of a broad shift in the month that saw
August 12, 2026
CoreWeave lifted its annual capital spending forecast on Tuesday after beating second-quarter estimates, betting on a surge in demand for its AI cloud
August 12, 2026
IBM and startup Together AI have signed a $240 million multi-year agreement to build a large-scale artificial intelligence cluster on IBM Cloud using Nvidia
August 11, 2026
Microsoft's shares soared more than 16% on Thursday, putting the company on track for a record one-day gain in market value after it said it expects to keep generating cash through
July 31, 2026
Shares in companies driving the AI boom have been under pressure for weeks.
July 29, 2026
By Max A.
July 29, 2026
Apple's decision to hold iPhone prices steady is set to power its strongest June-quarter sales growth in five years, but investors will want to know how long it can
July 29, 2026
Apple's market capitalization briefly surpassed $5 trillion for the first time on Tuesday, making it only the second company ever to achieve that milestone after Nvidia.
July 28, 2026
What matters in U.S. and global markets today By Mike Dolan, Editor-at-Large, Finance and Markets The chip stock correction snowballed again overnight amid growing
July 28, 2026
Cadence Design Systems raised its annual revenue and profit forecasts on Monday, banking on robust demand for its AI-powered chip and system design software.
July 28, 2026
By Deepa Seetharaman SAN FRANCISCO, July 27 - Nvidia will make a $5 billion equity investment in Safe Superintelligence as part of a strategic partnership between the chipmaker and the startup co-
July 27, 2026
What matters in U.S. and global markets today By Mike Dolan, Editor-at-Large, Finance and Markets A pause in the Iran conflict and a sizeable retreat in crude oil
July 27, 2026
Nvidia said on Monday it had formed a coalition with other companies to develop and share tools for AI safety and cybersecurity, days after the Hugging Face incident drew attention
July 27, 2026
Nvidia is in talks to provide roughly $250 billion in financing guarantees for OpenAI as part of a massive data center project, the Wall Street Journal reported on Sunday.
July 27, 2026
By Max A.
July 25, 2026
Nvidia and South Korea's SK Group on Friday unveiled a more than $500 billion AI initiative spanning large-scale AI data centers and next-generation memory, Nvidia
July 25, 2026
Nvidia, Microsoft and other tech heavyweights made a public case to lawmakers on Friday in favor of open-source AI models, wading into a debate
July 25, 2026
Amkor Technology said on Thursday it had entered a multi-year agreement with Nvidia worth $1.5 billion to expand advanced semiconductor packaging and test capacity in the U.S., as
July 24, 2026
Intel forecast quarterly profit and revenue above estimates on Thursday, pushing its shares up 5.2% in after-hours trade and helping prompt the
July 24, 2026
South Korean President Lee Jae Myung will visit San Francisco, Brazil, Chile, Argentina and Germany from July 24 to August 3, the
July 22, 2026
Taiwan's Wistron, a supplier to Nvidia, launched a $700 million manufacturing facility in Texas on Tuesday to produce the U.S. chipmaker's latest AI systems,
July 22, 2026
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Amid public backlash, surveillance tech company Flock announces platform changes
Trapped and cut off: Palestinian families under settler siege in the West Bank
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