Base Power founder and CEO Zach Dell told Yahoo Finance that the AI boom is reshaping energy demand, following the company's $1 billion Series D funding round that values the company at $13 billion po…
SpaceX stock declined after the company's first-ever earnings report, which included AI spending forecasts that concerned investors. The drop erased gains from the previous day, as reported by Yahoo F…
SpaceX's first quarterly report as a public company showed its AI business revenue more than tripled to $2.6 billion and adjusted EBITDA swung to a $1.1 billion profit, but the company spent $15.8 bil…
Yahoo Finance's Kenny Polcari, Man Group Chief Market Strategist Kristina Hooper, and Legato Financial CIO Ryan Kelly debated whether big tech companies including Microsoft, Apple, Alphabet, and Meta …
Semiconductor stocks and the 'Magnificent Seven' are again driving markets higher, according to Yahoo Finance Markets and Data Editor Jared Blikre, who highlighted the resurgence of the AI trade in a …
OpenAI has filed a countersuit against Apple in response to Apple's lawsuit, providing evidence to support its claims. The countersuit was reported by Yahoo Finance on August 4, 2026.…
Caterpillar Inc. (CAT) reported second-quarter earnings that beat Wall Street expectations, and its stock surged as investors bet on the data center boom expanding the AI trade beyond chipmakers. Busi…
OpenAI hosted social media influencers on a 'ChatGPT Summer Club' retreat, drawing backlash. Business Insider executive editor Dan DeFrancesco and Yahoo Finance reporter Jake Conley discussed the even…
CoreWeave (CRWV) and Sandisk (SNDK) lost 67% of their situational awareness, demonstrating how leverage turned an AI bet into a fire sale, according to a Yahoo Finance report. The report highlights th…
Caterpillar Inc. stock jumped 10% in premarket trading Tuesday after the heavy equipment maker reported record second-quarter sales and revenues of $20.5 billion, up 24% year over year, and a backlog …
Intel is cutting 103 jobs in its Data Center and AI Group, its fastest-growing division, effective August 15, according to TrendForce and confirmed by Benzinga. The division posted $5.05 billion in Q1…
D.A. Davidson Head of Technology Research Gil Luria said Palantir Technologies (PLTR) is the 'best' publicly traded technology company, citing its strong second-quarter results and leadership in artif…
Aptus Capital Advisors head of equity and portfolio manager David Wagner said on Yahoo Finance's Market Domination that AI, not the US-Iran war, is the main driver of US equities, with market fears ov…
CrowdStrike's Adam Meyers reported that North Korea is using artificial intelligence to create fake profiles and steal American jobs, according to a Yahoo Finance video published on August 3, 2026.…
Bank of America analyst Vivek Arya reported that cloud computing backlogs across the top four cloud service providers now exceed $2.3 trillion, up 16% from the first quarter, supporting continued AI c…
Yahoo Finance reports that open-weight AI models from China are intensifying competition with Silicon Valley's leading AI developers, as these publicly downloadable and modifiable models gain traction…
Palantir Technologies Inc. (PLTR) stock rose more than 2% in premarket trading on Monday ahead of its fiscal Q2 earnings report, as investors focus on commercial agreements and overseas contract renew…
Goldman Sachs strategist Ben Snider reports that consensus estimates for 2027 hyperscaler capital expenditures have surged by over $100 billion to more than $1 trillion (33% annual growth) since the s…
Wall Street is now rewarding AI results rather than just AI spending, according to a report from Yahoo Finance. The shift means companies must demonstrate tangible returns from their AI investments to…
Steel stocks offer a blend of the hot AI trade and portfolio stability, according to a Yahoo Finance analysis. The article highlights that steel companies benefit from AI-driven demand for data center…