SpaceX closed a $150 million per month AI compute deal with open-source startup Reflection AI, converting itself into a neocloud provider. Meanwhile, AI infrastructure startup Baseten raised a $1.5 bi…
SpaceX went public in a record $75 billion IPO, becoming one of the world's 10 most valuable companies, as AI firms like Anthropic and OpenAI also prepare to go public. These companies need massive ca…
Two top Google AI researchers, Noam Shazeer and John Jumper, left for OpenAI and Anthropic respectively within days, triggering a 5-6% drop in Alphabet shares amid concerns about talent retention and …
Alphabet's Intrinsic debuted a modular, software-first robotic workcell powered by IntrinsicOS at Automate 2026, aiming to replace manual robot coding with drag-and-drop automation. The company is pre…
Lime, the electric scooter company backed by Uber and Alphabet, filed to go public with updated SEC documents revealing $886.7 million in 2025 revenue but seasonal losses in Q1 2026, highlighting the …
SK Hynix briefly overtook Samsung Electronics on June 22, 2026, to become South Korea's most valuable listed company, driven by surging demand for high-bandwidth memory (HBM) used in AI systems. SK Hy…
A valuation analysis of the Magnificent Seven tech stocks as of June 2026 finds Microsoft and Meta are the most attractively valued, while Tesla is overvalued by every metric. NVIDIA's growth justifie…
Meta employees in at least five US offices posted flyers on May 12 to protest the company's Model Capability Initiative, which collects employee computer use data to train AI models, with over 1,600 w…
Jim Cramer reported that memory shortages, particularly in high-bandwidth memory (HBM), are causing hyperscale cloud providers like Amazon, Alphabet, Microsoft, and Meta Platforms to underperform memo…
Federal Reserve Chair Kevin Warsh acknowledged that companies are easily raising capital on financial markets amid a record stock and debt binge, even as he maintained that monetary policy is "somewha…
Major US tech companies including Alphabet, Microsoft, Meta, and Amazon have sharply reduced share buybacks to redirect capital toward AI infrastructure spending. Bloomberg data shows combined buyback…
Big Tech companies including Nvidia, Meta, Oracle, Alphabet, and Amazon are issuing record levels of debt to fund AI infrastructure buildouts, with Morgan Stanley projecting AI-linked global debt issu…
Meta has signed new deals with data-centre developer Crusoe to secure approximately 1.6 gigawatts of computing capacity across two sites in Texas and Missouri, as part of its massive infrastructure bu…
Nvidia stock has trailed the S&P 500 for much of 2026, and a Seeking Alpha analysis argues three factors may extend the underperformance: hyperscaler custom chip programs, AI spending sustainability c…
Google DeepMind has unveiled a security plan to protect against rogue AI agents, shifting focus from the alignment problem to a layered cybersecurity framework that treats AI agents as potential insid…
Big Tech companies including Alphabet, Meta, and Amazon have sharply reduced share buybacks as they redirect cash toward AI infrastructure spending, projected to reach $755 billion in 2026, an 83% inc…
A prominent Google researcher has left for OpenAI, intensifying the talent war between the two AI giants. The departure follows a trend of brain drain from Google, which invented the transformer archi…
The US Department of Commerce awarded a $500 million CHIPS Act grant to SandboxAQ, an Alphabet spinoff backed by Nvidia, to discover new materials for semiconductor manufacturing. The funding aims to …
Apple investors are losing patience with the company's AI strategy after a disappointing WWDC, where the new Siri was revealed as a beta built on Google's technology. The stock trades at a premium tha…
The US Department of Commerce awarded a $500 million grant to SandboxAQ, an AI startup spun out of Alphabet, to discover new chipmaking materials under the CHIPS Act. The company will use AI to find a…