Talks could lead to acquisition; staff hire or deeper investment in $25bn open-weight AI model developer Reflection AI.
https://blogs.microsoft.com/blog/2026/10/12/microsoft-to-expand-azure-maia-system-to-multi-gigawatt-deployments/
AMD Helion’s OCP spec-based rack blueprint supports open software and can come in flexible configurations, including liquid- and air-cooled versions, ...
By increasingly counting on its own chips, Microsoft stands to expand margins and bolster its AI stack.
AI spending concerns and intensifying memory-chip competition pressure semiconductor stocks.
Global Quantum Technologies Market Report Tracks the Shift From Venture Funding to IPOs as US CHIPS Awards Reach $2.013B, Profiling IBM, IonQ & Google...
CNBC's Andrew Ross Sorkin reports on the latest news.
Nvidia's stock split is a ways off, but also closer than you may think.
Azure demand, Copilot adoption, and a diversified software business give Microsoft multiple paths to grow, even after its recent pullback.
Apple (AAPL:NASDAQ) is about to open preorders for a new Apple TV 4K and HomePod mini, according to Bloomberg’s Mark Gurman. In his Power On newslette...
AI spending, expensive energy and stubborn inflation are pulling markets in different directions, yet capital is still flooding toward companies that ...
Microsoft President Brad Smith says AI needs urgent safety rules, warning that self-regulation isn’t enough as powerful models pose risks.
Apple (NasdaqGS:AAPL) now faces a fresh rival as SpaceX prepares a Starlink-only smartphone aimed directly at premium devices. Apple agreed to a rever...
Bill Gates called for stronger government oversight of AI, warning that current safeguards are inadequate and companies cannot be trusted.
The stock is within 2% of its record close. Is cloud growth in the mid-40s enough to send it past?
Futures: Trump claimed Ukraine and Russia have agreed to an "energy ceasefire." Earnings for ASML and Nvidia chipmaker Taiwan Semi will be key for AI ...
Advanced Micro Devices (NasdaqGS:AMD) came under pressure after OpenAI sharply cut its revenue outlook, triggering a broad AI sell-off. AI hardware su...
Satya Nadella’s new rules for AI agents double as a safety checklist for anyone letting a bot near their money.
The chipmaker has had a great year, but its stock has risen too far, too fast.
NVIDIA has ridden the AI infrastructure boom to a market value in the trillions, and after such a powerful multi year run, many investors are asking w...
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