Samsung's chip unit drove a record quarterly operating profit on surging AI memory demand, but shares slipped as net profit missed estimates and the company dec

Investors punished Alphabet's steep AI capital spending even as Google Cloud revenue grew, with its homegrown TPU chips drawing attention as an Nvidia alternati

The Korean memory maker said AI memory demand is overwhelming supply and that its chips are sold out through 2029, easing fears of a memory downturn.

Amazon said AI spending will be meaningfully higher in 2027 and CEO Andy Jassy predicted AWS will eventually be a $1 trillion revenue business, but investors fo

Microsoft reported its tenth straight record revenue quarter and disclosed $10 billion in revenue from OpenAI commercial arrangements, while flagging rising cap

Google and Microsoft holding capex guidance steady, rather than raising it, hit neocloud and infrastructure names including CoreWeave, Nebius, IREN and Applied

Intel topped quarterly estimates but guided below consensus, deepening concerns about its position in the AI chip market and triggering mass layoffs.

The ad rollout accompanied Alphabet's 25% year over year revenue growth to $127.6 billion.

A Singapore AI cloud executive accused of illegally selling Nvidia chips to China may also have been a Chinese spy, sources told the New York Times.

Analysts flag financing and demand assumptions behind the massive data center buildout as hyperscaler capex approaches $830 billion.

The French lab says open weights give organizations more control over cyber defenses than closed models allow.

AI-related capital investment contributed to stronger than expected GDP growth.

The deal would put an AI-focused holding company behind one of the largest US home security providers.

The move rethinks Reddit's open web roots as AI changes how people find information online.

The investor known for betting against subprime mortgages raised concerns about depreciation assumptions tied to AI infrastructure spending.

The company sought to reassure investors about the financing of its AI cloud buildout.

The software partnership deepens Volkswagen's stake in Rivian's vehicle technology as automakers push to add AI features.

Greg Case said the concentration and scale of AI data center projects create underwriting and financing exposures.