Investors are concerned about roughly US$70 billion in off-balance-sheet 'phantom liabilities' from AI companies' credit backstops, which could materialize during a downturn. Nvidia's US$500 billion f…
Altimeter Capital Management added a new position in Cerebras Systems worth approximately $2 billion and cut its Meta Platforms stake by 31%, shedding around 20,000 shares in early 2026, according to …
CoreWeave, a former bitcoin miner turned neocloud, reported Q2 2026 revenue of $2.58 billion, up 2.1X year-over-year, with a net loss of $626 million and $6.41 billion in cash, while amassing a $104.2…
EdgeConneX is seeking to syndicate roughly $3 billion in loans to build a 1-gigawatt data center campus in New Albany, Ohio, for Meta Platforms, bundling construction and off-grid power assets into a …
OpenAI CEO Sam Altman envisions AI as a metered utility, and a growing number of tech firms, including Anthropic and Microsoft's GitHub, are shifting from flat subscription fees to usage-based pricing…
The S&P 500 hit a record high on Thursday, climbing 0.56% to 7,791.70 points, as tame producer price inflation data eased concerns about a September Federal Reserve rate hike. Memory chip makers Sandi…
A new analysis by The Next Platform's Timothy Prickett Morgan argues that for critical applications like medical imaging, fully open source AI models such as Nvidia's Nemotron 3 are preferable to clos…
Alphabet, Amazon, Meta Platforms, Microsoft, and Oracle have collectively issued $159 billion in bonds through May 2026, surpassing the $150 billion they raised from 2020 to 2024, to fund AI infrastru…
JPMorgan Chase launched a synthetic credit default swap basket in February 2026 covering Alphabet, Amazon, Meta Platforms, Microsoft, and Oracle, trading in standardized blocks of $25 million with eac…
Meta Platforms is fully unwinding its $2 billion acquisition of AI agent start-up Manus after Beijing blocked the deal on national security grounds more than three months ago. Manus told users on Tues…
Meta Platforms launched two open-weight AI models, Muse Glimmer (30-billion parameter) and Muse Spark 1.2, to challenge China's lead in AI, offering competitive performance without geopolitical risk. …
Meta Platforms CEO Mark Zuckerberg published a 6,500-word essay on Monday outlining his vision for AI, advocating for open-source technology and warning that concentrating AI control among a few entit…
The 9th U.S. Circuit Court of Appeals on Monday rejected an appeal by Meta Platforms, Alphabet's Google, ByteDance's TikTok, and Snap Inc.'s Snapchat, allowing more than 3,000 lawsuits alleging the co…
Meta Platforms CEO Mark Zuckerberg published a 6,500-word essay on Monday envisioning a future where everyone has an all-knowing AI agent, and announced the release of the open-source AI model Muse Gl…
CoreWeave stock rose over 50% from its July 29 low of $60 to $90.6 ahead of its Tuesday earnings report, which analysts expect to show second-quarter revenue of $2.56 billion, up 110% year over year, …
Meta Platforms (META) CEO Mark Zuckerberg warned Monday against a 'concentration of power' in AI as the company launched Muse Glimmer, a new open-source large language model capable of 'agentic' tasks…
Meta Platforms released Muse Glimmer, a distilled version of its Muse Spark 1.2 model with 30 billion parameters, designed to run on a single graphics card for agent-like AI tasks such as schedule man…
Andrew Neil reports that top intelligence officials in Washington are experiencing 'panic and paralysis' over the rapid pace of AI development, citing recent incidents where AI models from Meta Platfo…
AMD expects its datacenter AI accelerator business to grow faster in the second half of 2026 than in the first half, and to accelerate further in 2027, driven by its Helios rackscale systems with MI45…
Meta Platforms Inc. lost roughly $200 billion in market value on July 30, 2026, after raising its full-year capital expenditure guidance to $130 billion to $145 billion and reporting a 91% year-over-y…