Traders are piling into stocks benefiting from AI data center spending as hyperscale cloud providers plan between $600 billion and $630 billion in combined capital expenditures for 2026, with roughly …
OpenAI CEO Sam Altman warned in a recent podcast interview that a compute oversupply could emerge within two to three years, potentially reshaping the economics of the tech sector. Altman said a compu…
Nvidia signed leases worth up to $50 billion for Hut 8's Beacon Point AI data center campus in Nueces County, Texas, a facility designed to house hundreds of thousands of its own graphics processing u…
KLA Corporation reported Q4 FY2026 revenue of $3.575 billion and non-GAAP diluted EPS of $9.87, meeting targets, as demand for AI chip infrastructure accelerates. The semiconductor equipment giant rai…
AMD CEO Lisa Su said artificial intelligence has reached an inflection point where more people are doing genuinely useful, meaningful work with it, speaking in a Yahoo Finance interview on July 24, 20…
Anthropic announced that its Claude Mythos Preview model discovered improved attacks against two cryptographic algorithms, significantly weakening the post-quantum digital signature scheme HAWK and im…
Ionic Digital surged 9% on its first trading day on Nasdaq on July 28, with shares opening at $53 and closing higher under ticker IOND. The company, formed from Celsius Network's bankruptcy assets, op…
Anthropic's Claude Mythos AI model autonomously identified vulnerabilities in HAWK, a candidate post-quantum digital signature scheme, in 60 hours—a task that took human cryptographers two years. The …
The US Department of Commerce closed a loophole on May 31 that allowed Chinese entities to buy advanced Nvidia chips through third-country subsidiaries, requiring export licenses for sales to entities…
Koch Real Estate Investments is exploring a sale of data center developer Edged that could value the company at roughly $15 billion, as surging AI infrastructure demand drives private equity interest …
World Labs, the spatial intelligence startup co-founded by AI pioneer Fei-Fei Li in 2024, acquired SceniX on July 21 to bring high-fidelity simulation technology in-house for training robots in digita…
The largest US power grid operators are expanding infrastructure plans to meet a demand surge driven by AI data centers, EVs, and crypto mining, with the US Energy Information Administration projectin…
Nvidia CEO Jensen Huang met with US Commerce Secretary Howard Lutnick this week amid bipartisan pressure to tighten AI chip export controls to China, following DOJ indictments alleging $510 million in…
Perplexity AI integrated its Model Council feature into Perplexity Computer on March 6, 2026, enabling users to query GPT-5.4, Claude Opus 4.6, and Gemini 3.1 Pro simultaneously and synthesize their o…
Arena.ai's Code Arena, now a fullstack AI evaluation platform, ranks 104 models on database support, API integrations, and live deployments, with Anthropic's claude-opus-5-max leading at a score of 17…
Nvidia CEO Jensen Huang declared at VivaTech on June 11, 2025, that the 'ChatGPT moment' for physical AI has arrived, framing it as the start of a decade-long buildout of autonomous machines and robot…
The Nasdaq 100 is approaching correction territory as a bearish double top pattern forms below the 50-day moving average, driven by growing skepticism that AI investments will yield returns. The PHLX …
Stripe economist Ernie Tedeschi found that artificial intelligence is not driving the current US productivity boom, with total factor productivity growth remaining near zero despite heavy AI investmen…
Google has updated its Gemini API managed agents with Gemini 3.6 Flash as the default model, adding environment hooks, token budget controls, scheduled execution, sandbox management, and free tier acc…
The S&P 500 Insurance Index surged to an all-time high on Tuesday as traders rotated from AI-exposed tech stocks into defensive sectors, signaling cooling risk appetite. The shift has subtle implicati…