High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Amazon.com Inc. kicked off the sale of its debut sterling bonds in a four-part deal, as hyperscalers continue to turn to global debt markets to fuel the artificial intelligence arms race.
Chinese leader Xi Jinping and President Donald Trump are set to meet later this month in yet another bid to stabilize the relationship—and extend a a truce struck last fall. The planned Sept. 24 meeting in Washington D.C., which Beijing has still yet to confirm, will mark Xi’s first trip to the capitol in more than a decade. It follows Trump’s trip to Beijing last May, when the two dialed down tensions following months of tariff threats and, among other things, export restrictions.
Marvell’s broad hyperscaler footprint and custom-chip ambitions are helping it shrug off fresh competitive pressure in AI infrastructure.
The National Transportation Safety Board didn’t find evidence that speed brakes or thrust reversers were deployed.
Amazon’s custom AI silicon push gives Qualcomm a fresh growth avenue beyond smartphones, with analysts reassessing the chipmaker’s prospects.
Amazon, Meta and Google risk losing decadeslong exemptions due to a backlash against their facilities.
The founder continues to show confidence in the company.
Jim Cramer thinks investors have neglected two familiar AI giants. In his September 3 CNBC commentary, he argued that Amazon.com, Inc. (NASDAQ:AMZN) and Alphabet Inc. (NASDAQ:GOOGL) looked cheap as investors favored other winners. His thesis: enormous AI investments could begin delivering substantial returns. His charitable trust owns both stocks. The latest results support the growth […]
The decision affects almost 15% of the company’s global staff.
The Bellevue expansion strengthens recruiting, but its small scale makes productivity--not headcount--the meaningful investor test.
Holtec Nuclear is seeking to raise about $900 million as it prepares to restart the Palisades nuclear plant and expand into small modular reactors.
The agreement validates demand beyond Nvidia while financing another competitor in AMD's target market.
As the Q2 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the online retail industry, including Amazon (NASDAQ:AMZN) and its peers.
A blockbuster deal with an AI colossus should accelerate the chipmaker's growth.
Consumer stocks were lower late Tuesday afternoon, with the State Street Consumer Staples Select Sec
Quietly, a merchant silicon business is emerging inside the world's largest advertising platform. The company has now started delivering its custom TPU systems directly into customer data centers. This marks a fundamental expansion of the business model, moving from selling services to selling the core hardware that powers the AI transition.
Boeing's (BA) commercial aircraft deliveries fell in August, while the US planemaker trailed Europea
In a boost for Google stock, cloud computing chief Thomas Kurian says AI chip business is more than twice the size of its closest rival.
Qualcomm’s stock is getting a lift after the chipmaker announced a new partnership with Amazon.
Collaboration covers AI inference and optical connectivity up to 1.6T
When a corporate giant appears to trade for less than the average stock after a pullback, investors must look past headline multiples to distinguish a genuine bargain from an optical distortion.
Qualcomm (NASDAQ:QCOM) CFO and COO Akash Palkhiwala said the company’s newly announced multiyear agreement with Amazon represents a “landmark deal” for its expanding data-center business and supports its previously disclosed growth targets. Speaking at the Goldman Sachs Communacopia + Technology Co
His largest position today is a bet on genomics.
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