Databricks advocates for a real-time, AI-driven risk management foundation for Chief Risk Officers, citing Deloitte survey data showing over 90% of respondents believe risk management is increasingly …
Nvidia announced a financing initiative on Monday, 10 August, partnering with Apollo Global Management, Blackstone, BlackRock's Global Infrastructure Partners, Brookfield Asset Management, Goldman Sac…
Nvidia is partnering with BlackRock's Global Infrastructure Partners, Brookfield Asset Management, Goldman Sachs, and KKR on a potential $500 billion financing package for AI infrastructure, according…
At least 75 U.S. data center projects worth roughly $130 billion faced local opposition in the first quarter of 2026, prompting major Wall Street lenders including Goldman Sachs, Bank of America, JPMo…
Intel Corporation announced a proposed $15 billion underwritten common-stock offering, with a 30-day option for underwriters to sell up to $2.25 billion of additional shares, to fund AI and foundry ex…
Morgan Stanley raised its price target on Western Digital (WDC) from $488 to $650, maintaining an Overweight rating, citing annual HDD demand growth of 40-50% driven by AI infrastructure spending. The…
BlackRock raised between $12.3 billion and $12.5 billion through a bond issuance to fund an 80% stake in Meta's $14 billion data center campus in El Paso, Texas, with Meta retaining 20% and leasing th…
Morgan Stanley warned that the memory cycle will enter its late stage in the fourth quarter as price increases moderate and inventories build, signaling a potential end to the AI-driven memory price b…
Chinese humanoid robots are moving into real jobs in factories and beyond, according to a new analysis by investment bank Morgan Stanley, fueling concerns about AI's destructive potential and China ov…
OpenAI's S-1 filing, heading to SEC EDGAR this month, targets a September Nasdaq listing at a $1 trillion-plus valuation, revealing $25 billion in annualized revenue, a $14 billion annual operating lo…
Riot Platforms disclosed a 20-year lease for 191 megawatts of critical IT capacity at its Rockdale, Texas, campus, expecting about $9.1 billion in contract revenue through June 2048, with delivery pha…
Solidigm signed a multi-year contract with CoreWeave to provide priority access to its enterprise SSD capacity, a deal announced amid reports that Solidigm is pursuing a pre-IPO funding of up to $7.1 …
Advanced Micro Devices (AMD) shares fell 8.6% in premarket trading on Wednesday despite a Q2 earnings beat, as revenue rose to $11.53 billion from $7.68 billion year-over-year and adjusted EPS surged …
Circle Internet Group Inc. reported second-quarter revenue of $701 million, up 7% but below the $712 million average analyst estimate, as circulation of its USDC stablecoin fell from a peak amid a cry…
Morgan Stanley strategists mapped three possible AI market scenarios and found that Nvidia, Amazon, Google, and Microsoft are positioned to benefit across all outcomes, with Nvidia emerging as the cle…
Arcade AI, a San Francisco-based startup building an MCP runtime for AI agents, is hiring an AI Engineer for its Tools team, with the role based on-site in San Francisco. The company, backed by a Seri…
Google is working with Broadcom, Apollo, Blackstone, and Morgan Stanley on a multibillion-dollar financing structure that supplies Anthropic with AI chips and data centers while keeping most of the ri…
Most AI strategies fail not because of design or technology but because employees do not believe in their leaders, according to an analysis citing BlackBerry CEO John Chen's turnaround and Gallup's St…
Amazon's market capitalization crossed $3 trillion for the first time on August 3, making it the fifth company ever to reach that level, after Apple, Microsoft, Nvidia, and Alphabet. The milestone fol…
Morgan Stanley identified 24 AI-adopter stocks rated 'Overweight' that have seen relative net margins expand by 50 basis points in three months, with net margins now exceeding the broader market by ne…