AI hyperscalers Amazon, Microsoft, Alphabet, and Meta produced post-earnings volatility typically reserved for smaller companies during the August 2026 earnings cycle, with first-week options straddle…
Google reported that its Gemini app reached 950 million monthly active users in Q2 2026, while AI Mode in Google Search surpassed 1 billion monthly active users. The company highlighted the distinctio…
Google's Gemini AI app has reached 950 million monthly active users as of Alphabet's Q2 2026 earnings report, up from 650 million in October 2025 and 750 million in February 2026, positioning it to su…
Microsoft Corp. stock is trading above its 200-day moving average by the widest margin since October, yet it still trails the S&P 500 with a 4.7% year-to-date gain versus the index's 13% rise. The com…
Amazon Web Services and Microsoft Azure emerged as Wall Street's cloud computing winners in Q2 2026, with AWS revenue up 37% to $42.23 billion and Azure growing 43%, while Alphabet's stock fell over 7…
Microsoft plans to unveil its next-generation Maia 300 AI chip as soon as September, according to a report by The Information, as the company seeks to reduce dependence on Nvidia's GPUs. The chip foll…
Google DeepMind's AGI Safety and Alignment Team is telling job candidates to fill out a special form to avoid being incorrectly screened out by the company's internal AI application systems, according…
AI-driven drug discovery has attracted US$60 billion since 2019, with 175 AI-originated programmes entering human trials, yet none have won FDA approval; however, AI-discovered molecules clear Phase I…
Wall Street's expected 2026 capital spending by major cloud providers has surged 71% to $789 billion, up from $460 billion six months ago, driven by AI infrastructure demand. Goldman Sachs estimates h…
Corporate earnings surged in the second quarter, driven by AI investments, with Broadcom, Alphabet, and Microsoft reporting significant revenue boosts from AI infrastructure and enterprise solutions, …
Nvidia has partnered with major Wall Street firms on a $500 billion AI financing deal, according to the Financial Times, to bolster AI infrastructure including data-center buildouts and chip supply ag…
Alphabet (GOOGL) shares retreated below their 10-week moving average after hitting an all-time high in May, as leadership changes at Google's DeepMind artificial intelligence unit raised concerns abou…
US investment-grade bond issuance hit a seven-month high on Monday as 19 companies priced bonds, the most in a single day since January, according to data from the Securities Industry and Financial Ma…
Microsoft plans to unveil its Maia 300 artificial intelligence chip as soon as September, according to The Information, citing people with direct knowledge. The company has talked with Taiwan Semicond…
At Black Hat USA, security analysts warned that AI-driven cyberattacks are outpacing defenders, with Dave Vellante, chief analyst for theCUBE Research, stating the gap between attacks and responses is…
UBS analysis shows OpenAI and Anthropic could account for more than 48% of Google Cloud's revenue by 2027, up from a projected 27% in 2026, raising concerns about Alphabet's infrastructure bet. Google…
Demis Hassabis has been replaced as CEO of Google DeepMind by chief technology officer Koray Kavukcuoglu, who will report directly to Alphabet CEO Sundar Pichai, following stalled models, missed deadl…
TSMC reported a 45% year-over-year increase in July 2026 monthly sales, following a June revenue of NT$442.68 billion (up 67.9% YoY), and raised its full-year 2026 revenue growth outlook to slightly a…
A Hacker News post argues that computers and AI should be treated as tools, not attention-seeking devices, and criticizes the internet's evolution from a bubble to engagement-driven platforms, citing …
Oleh Polishchuk, a senior subject matter expert in AI training and evaluation, has issued a manifesto criticizing the AI industry's focus on scaling parameters and massive infrastructure spending, whi…