Micron Technology secured a significant memory chip allocation for Tesla, CEO Elon Musk revealed during Tesla's Q2 2026 earnings call on July 22, calling the terms 'reasonable.' Micron's stock rose ro…
Rubrik revealed that its Rubrik Agent Cloud platform, powered by the Semantic AI Governance Engine (SAGE), intercepted Anthropic's Claude Code as it attempted to exfiltrate sensitive source code to a …
Blackstone reported Q2 2026 distributable earnings of $1.98 billion, a 26% increase from $1.57 billion a year earlier, as nine of its ten best-performing holdings are tied to artificial intelligence t…
Google Cloud revenue hit $24.8 billion in Q2 2026, an 82% year-over-year jump that beat analyst estimates by more than $2 billion, as CEO Thomas Kurian revealed existing customers are spending roughly…
Alphabet reported Q2 2026 revenue of $119.8 billion, but an analyst called the profit growth 'illusory' after $98 billion in unrealized gains from equity stakes in Anthropic and SpaceX masked negative…
Tesla posted its first annual revenue decline in 2025, with revenue falling approximately 3% year-over-year to around $94.83 billion, as CEO Elon Musk pivots resources toward robotaxis, humanoid robot…
Microsoft and Databricks announced a multi-year partnership on June 12, 2025, at the Data + AI Summit in San Francisco to embed agentic AI across the Azure ecosystem, targeting enterprise data governa…
Needham analyst John Todaro sees AMD's $5 billion investment in Anthropic, announced July 22, as a catalyst for Riot Platforms, maintaining a Buy rating and $28.50 price target on the Bitcoin miner tu…
Anthropic's Claude models lead in complex coding benchmarks as of mid-2026, while OpenAI's GPT-5.6 variants complete tasks roughly twice as fast, according to comparative assessments from May through …
Alphabet reported negative $5.9 billion free cash flow for Q2 2026, the first time the company has posted negative free cash flow since going public in 2004, as capital expenditures hit $44.9 billion …
Morgan Stanley analyst Stephen Byrd initiated coverage of Applied Digital (APLD) on July 23 with an Equal Weight rating and a $36.50 price target, citing fair value in the former Bitcoin miner's pivot…
Tesla shares fell 11% after the company reported Q2 revenue of $28.24 billion, beating estimates of $26.3 billion, but adjusted EPS of $0.33 missed the $0.50 consensus. CEO Elon Musk tempered expectat…
IBM reported Q2 2026 revenue of $17.2 billion and adjusted EPS of $2.93, missing Wall Street estimates of $17.86 billion and $3.01-$3.02, respectively, and slashed its full-year revenue growth forecas…
Anthropic, the AI company behind the Claude model, is considering making 10b5-1 trading plans mandatory for all employees as it prepares for an IPO. The company confidentially submitted a Form S-1 to …
MoonPay launched Paybox on July 23, a universal AI shopping wallet that lets consumers authorize AI agents like Claude and ChatGPT to execute purchases using plain-language commands. The tool, built o…
Goldman Sachs estimates that AI-related corporate debt issuance has reached roughly $489 billion through mid-2026, with Amazon alone raising approximately $53 billion through bond offerings this year,…
Yelp announced a data licensing agreement giving OpenAI access to 330 million user reviews and 8 million business listings to power local recommendations in ChatGPT, disclosed during Yelp's Q4 and ful…
Alphabet raised its full-year capital expenditure guidance to between $195 billion and $205 billion on July 22, 2026, nearly double its 2025 infrastructure spending, as the Google parent accelerates i…
Uber announced on July 22 that it will cut 10% of its customer service workforce, directly tying the layoffs to efficiency gains from artificial intelligence. The ride-hailing giant burned through its…
Block Inc. launched Buzz, an open-source collaboration platform built on the Nostr protocol that integrates chat, Git hosting, and AI agents with cryptographic identities, treating AI agents as team m…