Volta Infra Holdings Ltd., a new AI cloud company founded by former Brookfield Asset Management executives Ricard Boada and Sofia Gumuzio, has raised $300 million in venture funding at a $2.4 billion …
Caterpillar Inc. reported second-quarter earnings of $8.17 per share excluding one-time items, beating the $6.17 average analyst estimate, as sales rose to $20.5 billion, exceeding the $19 billion for…
The Trump administration is drafting a ban on U.S. imports of new models of Chinese data center components, specifically optical transceivers, according to four sources familiar with the matter. The F…
Power utilities across the US are strained by AI data centers, and developers are now tapping banks for letter-of-credit facilities to guarantee billions in grid upgrade costs, with Switch Inc. securi…
China is growing anxious that Anthropic PBC's Mythos AI model could be used as an offensive cyber weapon, adding a volatile issue to tensions before a planned Sept. 24 summit between Xi Jinping and Do…
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…
Palantir Technologies reported second-quarter earnings that beat Wall Street expectations across the board, prompting the company to raise its full-year guidance. The AI software company's stronger ou…
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.…
Meta and Anthropic have been invited to meet with White House officials on Tuesday to discuss voluntary government safety testing for advanced U.S. AI models, according to a Meta spokesperson and a pe…
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…
Bank of America analysts raised their outlook for hyperscaler capital spending to roughly $860 billion in 2026 and nearly $1.2 trillion in 2027, projecting aggregate free cash flow for eight major clo…
Hyperscaler stocks surged on Monday as Microsoft and Amazon posted strong earnings, with Amazon's market capitalization surpassing $3 trillion for the first time and Microsoft's Azure business topping…
Yardeni Research president Ed Yardeni advised investors on navigating the technology sector after the Nasdaq posted its worst July decline since 2006, driven by an AI-fueled sell-off. Yardeni discusse…
Skanska USA president and CEO Richard Kennedy said US manufacturing activity rebounded in July, with factory output improving, and discussed how Skanska is using AI to optimize operations and its grow…
Investors are rethinking tech stocks as the five largest US companies' price-to-earnings ratios have fallen to only marginally above the other 495 S&P 500 stocks, according to Goldman Sachs strategist…
Goldman Sachs strategist Peter Oppenheimer said Big Tech's heavy capital spending on AI is the primary reason the bull market is broadening, with the equally weighted S&P 500 outperforming the S&P 500…
Tech stocks rose in early trading Monday as investors await SpaceX's first-ever quarterly earnings report after the bell on Tuesday, with the company's stock down nearly 30% from its $150 debut price.…
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…
Semiconductor stocks fell in early trading Monday, with the PHLX Semiconductor Index declining 2% amid fears of increased competition from China, as Micron Technology and SK Hynix shares tumbled aroun…