NVIDIA Corp. disclosed a $21 billion stake in Elon Musk's SpaceX as of June 30, making it the sixth-largest investor in the rocket manufacturer, according to a Securities and Exchange Commission filin…
Microsoft Corp.'s federal tax expense fell from $14.1 billion to $2.5 billion year-over-year even as revenue surged, illustrating how the AI infrastructure boom is partly financed through accelerated …
Microsoft Corp. is scaling back its operations in China, citing regulatory and geopolitical pressures, but the company's global AI boom is helping it maintain a presence in the market, according to a …
Microsoft Corp. cut its purchases of carbon removal credits by about 80% in the first half of 2026 compared with the same period last year, according to a BloombergNEF report, marking its first retrea…
Microsoft Corp. cut its carbon removal purchases to 8.5 million metric tons of credits in the first half of 2026, about 80% less than a year earlier, as the company boosts spending on AI infrastructur…
Advanced Micro Devices Inc. plans to raise as much as $5 billion in what could be its biggest-ever investment-grade bond sale, according to people familiar with the matter. The chipmaker is selling no…
Nebius Group NV shares closed 34% higher after the company reported second-quarter 2026 revenue of $582.3 million, a 454% year-over-year increase that beat the LSEG consensus estimate by about $10 mil…
Optical component makers are surging again as investors grow confident in sustained AI capital spending, with Applied Optoelectronics Inc. up 76% in nine sessions and Coherent Corp. gaining 48% since …
Hon Hai Precision Industry Co. reported a 35% increase in net income to NT$60 billion ($1.9 billion) for the quarter ended in June, beating the average analyst estimate of NT$58.4 billion, signaling r…
ZeroDrift Inc. launched Command, a control plane that automates detecting and correcting regulatory violations in human and AI-generated communications before delivery, using a small language model ca…
JPMorgan strategists raised their year-end S&P 500 target to 8,000 points, citing strong corporate earnings and signs that AI spending is paying off. The team, led by Dubravko Lakos-Bujas, lifted the …
Microsoft Corp. plans to significantly increase production of its next-generation AI chips, the Information reported, citing people familiar with the situation. The company is in discussions with Taiw…
JPMorgan Chase & Co. strategists raised their S&P 500 Index target to 8,000 points, implying a 3% gain from Friday's close, citing strong corporate earnings and the payoff from massive AI spending. Th…
Amazon.com Inc. is building an AI data center in Pecos County, Texas, that could become the country's largest source of carbon emissions, releasing 33 million tons of CO2 annually, according to a New …
Microsoft Corp. corporate vice president of AI security David Weston said at Black Hat USA 2026 that AI is making offensive capabilities cheap and abundant, ending the era of scarce vulnerabilities, a…
Microsoft Corp.'s AI revenue is largely driven by its partnership with OpenAI, according to disclosures in a recent regulatory filing. The filing reveals that a significant portion of Microsoft's AI-r…
A potential US ban on Chinese optical transceiver modules would hurt US hyperscalers like Amazon.com Inc. and Microsoft Corp., exacerbating a supply bottleneck that no American firm can ease, research…
Arista Networks Inc. reported second-quarter earnings of $1.02 per share on revenue of $3.04 billion, beating analyst forecasts of 89 cents per share and $2.83 billion, and its stock jumped more than …
Wall Street strategist Dan Ives of Wedbush Securities has identified Oracle Corp. as the winner and Amazon.com Inc. as the loser in the AI trade, citing Oracle's strategic cloud infrastructure deals a…
Microsoft Corp. said on August 3 that its vulnerability rewards programs awarded more than $20 million to 562 security researchers from 64 countries during the fiscal year ended June 30, 2026, both pr…