Are the best days still ahead for Microsoft's cloud business?
Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A copy of the letter...
Aswath Damodaran, the NYU Stern professor known as the “Dean of Valuation,” says Big Tech is “collectively overinvesting” in artificial intelligence, ...
AMD posted record Q2 results, but high expectations overshadowed one of the strongest quarters in its history.
AMD slides after beating Q2 estimates, but strong AI and data center growth outlooks may steer investors toward ETFs with meaningful exposure to this ...
Nvidia stock has been on a roll ahead of its earnings but AMD's most recent deal could sharpen AI chip competition.
AMD’s acquisition of Toronto chip startup Taalas shows Canada needs to do more to keep companies at home
3 months agoHomegrown companies continue to struggle to access capital and move from research to commercialization
Advanced Micro Devices (NASDAQ:AMD) said Thursday it will acquire Taalas, a Toronto startup that hardwires entire AI models directly into silicon, for...
Trade Tracker: Kevin Simpson buys more Nvidia
3 months agoKevin Simpson, Capital Wealth Planning founder and CIO, joins CNBC's 'Halftime Report' to explain why he's buying more Nvidia at these levels.
Nvidia stock has been on a roll ahead of its earnings but AMD's most recent deal could sharpen AI chip competition.
Advanced Micro Devices (NasdaqGS:AMD) agreed to acquire Toronto-based AI chip startup Taalas, aiming to deepen its AI inference offerings. The deal br...
QumulusAI Signs Agreement With Agentic Hedge Fund To Provide NVIDIA Blackwell GPU Capacity
3 months agoATLANTA, August 07, 2026--QumulusAI (Nasdaq: QMLS), a neocloud infrastructure provider purpose-built for the AI computing era, today announced an agre...
AMD acquires Taalas AI inference chip startup
3 months agoThe Toronto-based startup, founded in 2023, has raised $219 million and builds chips hardwired for specific AI models
The Hyderabad facility is part of Microsoft's $20.5 billion cloud and AI investment commitment to India
AMD Stock tumbles because of SpaceX
3 months agoAdvanced Micro Devices (AMD) just reported the strongest quarter in its 56-year history, and shareholders responded by selling. The chipmaker posted r...
Which stocks are the best mutual funds buying? Marvell, Apple stock and Santander lead as 14 others also make this monthly screen.
Sector ETFs give the impression of diversification. Most of them don't have it.
'The market has voted': Michael Burry says Big Tech's AI spending is dragging down the S&P 500 — while Apple wins
3 months agoThe ‘Big Short’ investor is still bearish on AI as most tech companies’ big capex estimates don’t pay off.
Tariff refunds are showing up on Wall Street. The latest quarter spanned the Trump administration handing back the bulk of the $100 billion returned s...
Microsoft spends billions building its own AI models every year. Internally, though, the company just told its own developers to reach for someone els...
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