CoreWeave reported Q2 revenue of $2.08 billion, a 112% year-over-year increase, while Nebius Group saw a 684% revenue surge and turned adjusted EBITDA positive, despite both companies posting net loss…
Nvidia's credit default swap (CDS) spreads rose to 82 basis points in late July before easing to 72.11 basis points by August 11, signaling increased perceived credit risk tied to its AI-driven financ…
Anthropic, the AI company behind Claude, is targeting an IPO as late as October after confidentially filing with the SEC, with prediction markets pricing a 61% likelihood of an IPO by October 2026 and…
Anthropic has signed a $9.1 billion agreement with Riot, a Bitcoin mining and AI data center services company, to secure computing power for its AI solutions. The deal aligns with market pricing that …
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's 45-page whitepaper on its Vera server CPU, built around the 88-core Olympus Arm v9.2 core, contains misleading marketing claims that undermine its strong hardware, according to an analysis. T…
Meta launched its first AI coding agent, Muse Spark 1.1, challenging Anthropic and OpenAI. The release aims to position Meta's Superintelligence Labs as a key player in the AI coding market, with new …
Prediction markets give Nvidia an 86.5% probability of becoming the world's largest company by market capitalization at the end of August, driven by robust earnings and AI-related capital investments …
The Nasdaq 100 has surged by $3.5 trillion in market capitalization over four days, driven by strong earnings from major tech firms and enthusiasm for AI and semiconductors. The Philadelphia Semicondu…
Alibaba Group Holding Ltd. announced it will release its Qwen Max AI model with public weights next week, positioning the Chinese tech giant in closer competition with leading American models such as …
The European Union has intensified regulatory scrutiny over AI firms Anthropic and OpenAI under the EU AI Act, which became fully applicable on August 2, 2026, granting the European Commission direct …
Amazon reported a $53.4 billion pre-tax gain from its investment in AI startup Anthropic, significantly boosting S&P 500 profit growth. The gain underscores Amazon's dual role as a cloud provider and …
Anthropic's Claude Code maintains a significant lead in the AI coding-agent sector despite rivals like OpenAI's Codex and open-source models offering cost savings, according to a report from Vera. The…
Microsoft Corp. expanded its artificial intelligence partnership with Nvidia Corp., boosting the RTX Spark AI superchip platform for Windows devices, which delivers up to 1 petaflop of AI performance.…
Nvidia has launched Vera, its first fully-custom CPU, challenging Intel and AMD's dominance in the datacenter CPU market. The chip features 88 custom Armv9.2 cores, 176 threads, and support for up to …
Amazon, Google, Microsoft, and Meta collectively raised capital expenditures to $165 billion in Q2, an 87% increase year-over-year and a 393% rise over three years, signaling a major push into AI infr…
DeepSeek launched the beta version of its V4 models, including the V4-Flash API, as part of China's AI price war. The models are positioned as cost-effective options with strong benchmark scores, pote…
Market data shows a slight decrease in the probability of Chinese President Xi Jinping visiting the United States before the end of 2026, with current pricing at 91.5% for a YES outcome, down from 93%…
Cloud revenue growth exceeding 40% signals strong GPU demand across AI and data-center sectors, benefiting companies like NVIDIA and AMD. NVIDIA's data-center revenue, driven by cloud service provider…
Brent crude oil fell below $100 to $92.82 per barrel amid Middle East supply disruptions affecting the Strait of Hormuz and the Red Sea, creating uncertainty for Big Tech's $725 billion in AI capital …