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Hut 8 Corp. (NASDAQ:HUT) is increasingly positioning itself as an AI infrastructure company rather than simply a Bitcoin miner, opening up potentially significant new growth opportunities as demand for power and data-center capacity accelerates. The company’s strategy is shifting away from relying primarily on Bitcoin economics and toward monetizing its power portfolio and data-center infrastructure […]

Combined bond issuance from Big Tech companies, including their special-purpose vehicles, is projected to surge to a record $320 billion this year, roughly 70% of total Treasury bond issuance. Big Tech’s Debt Load Is Exploding According to data shared by The Kobeissi Letter on X, the $320 billion figure would mark a 60% year-over-year increase of roughly $120 billion and represent nearly nine times the level seen in 2024. “We believe the AI debt boom is now driving Treasury yields higher,” the m

A senior Pentagon official said on September 3 that the Pentagon still considers Anthropic a supply-chain risk, despite comments that had suggested the dispute might ease. The military had already announced classified-AI arrangements with eight technology providers, including Amazon Web Services and Google. The conflict matters to Amazon.com, Inc. (NASDAQ:AMZN) and Alphabet Inc. (NASDAQ:GOOGL) because […]

Sept 7 (Reuters) - Indian space tech startup Pixxel said on Monday it had raised $100 million in a Series C funding round led by Singapore state investor Temasek and British space-technology venture

CNBC reported that NVIDIA Corporation (NASDAQ:NVDA) CFO Colette Kress told investors on August 26 that fiscal 2028 revenue growth will reach 70%, far above the 44% average analyst estimate tracked by LSEG, marking the company’s first-ever year-ahead revenue forecast. Applied to the roughly $396 billion consensus estimate for fiscal 2027, that guidance implies fiscal 2028 […]

Bloomberg reported that Elon Musk said Space Exploration Technologies Corp. (NASDAQ:SPCX) first AI satellites, powered exclusively by NVIDIA Corporation (NASDAQ:NVDA) chips, will launch in the fourth quarter of 2027 and reach “significant scale” in 2028, citing a post on X. Musk wrote “SpaceX, in partnership with Nvidia, has designed a space-optimized Vera Rubin NVL72 system […]

NVIDIA Corporation (NASDAQ:NVDA) biggest lingering investor concern was customer concentration, CNBC reported. Nvidia relies on hyperscalers Amazon, Google, and Microsoft, along with major buyers Meta and SpaceX, for an outsized share of revenue, and in May began splitting its data center reporting into “hyperscalers” versus everyone else, a group it calls AI clouds, industrial, and […]

Berkshire Hathaway has made Alphabet one of the top positions in its large stock portfolio this year.

Google recently unveiled Fairwind while launching Gemini 3.8 Flash as the company looks to catch up on the AI race.

Rezolve's revenue grew nearly 2,000% annually in this year's first half, but investors have questions about the business's outlook.

NVIDIA Corporation (NASDAQ:NVDA) has officially committed billions on AI developer platform Hugging Face for a $12.9 billion. The deal signifies the chipmaker’s move beyond hardware and up the AI stack. The AI chipmaker buying the open-source model hub millions of developers are already using reads differently when compared to Broadcom’s earlier forecast to double its […]

I bought the dip in both Oracle and NuScale. Here's why.

CrowdStrike Holdings (NasdaqGS:CRWD) announced a broad set of AI security products and deeper integrations across the cybersecurity and enterprise AI ecosystem. The company introduced tools such as Falcon Guardian, Agentic Identity Provider and real-time supply chain protection to cover AI agents, data pipelines and software supply chains. CrowdStrike expanded partnerships with OpenAI, Google, Anthropic, NVIDIA, Rubrik, Fortanix, EY and others to embed its Falcon platform into emerging AI...

Amazon stock has underperformed the S&P 500 over the last five years, but the company has incredible strengths.

Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.

Gabelli Investment Management Firm recently released its “Global Content & Connectivity Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund delivered a strong second quarter of 2026, with its Class I shares gaining 12.88%, more than double the 6.02% return of the MSCI AC World Communication Services Index, […]

Apple, which was seen as an "AI laggard," is outperforming the hyperscalers this year. Can AAPL stock continue its outperformance?

Unrealized gains are lovely when they happen, but they can also turn into unrealized losses.

Berkshire Hathaway recently shifted from being a net seller to a net buyer of stocks under CEO Greg Abel, ramping up purchases including a roughly US$38.00 billion Alphabet stake and acquiring homebuilder Taylor Morrison for about US$6.80 billion. This repositioning concentrates more of Berkshire’s vast portfolio in technology, AI-adjacent infrastructure, and interest-rate‑sensitive housing, marking a clear evolution in its capital allocation playbook after Warren Buffett’s long...

Cloud computing providers make for great investments in the AI era.

Bank don't necessarily thrive amid low interest rates.

A federal judge on September 2 declined to force Google to sell major pieces of its advertising technology business, choosing conduct remedies instead. The decision reduced the immediate threat of a structural breakup while still requiring changes to how Google operates parts of its ad stack. Alphabet Inc. (NASDAQ:GOOGL) investors gained clarity, but not a […]

Newly reported records put dollar figures on power infrastructure for Google’s West Memphis data center, but Entergy says the first $716 million headline understated the full economics. Reports identified $526 million toward the Cypress Solar project and $190 million for transmission. Entergy later argued that the $526 million figure reflected only the upfront payment and […]

Marvell raised its annual forecasts on August 27, yet its shares fell as investors focused on the timing of revenue from a custom AI-chip relationship with Google. Management said material Google revenue was not expected until fiscal 2029, even though its outlook already included some contribution and the longer opportunity could be substantial. Marvell Technology, […]

Alphabet Inc. (NASDAQ:GOOGL) and Adobe Inc. (NASDAQ:ADBE) are different firms whose businesses overlap. While the former is one of the largest technology companies in the world, the latter is primarily a productivity software provider that enables customers to work with documents, images and other mediums. However, the age of AI has made it difficult for […]

The portfolio looks diversified. Cramer says look again

Tesla Inc. CEO Elon Musk has backed the Cybercab ahead of its launch event in Austin, Texas, as the EV maker looks to expand its Robotaxi network. A Storm Of Cybercabs In a post on X in the early hours...

A new bill aims to secure U.S. supply chains and elevate the Commerce Department to lead national quantum policy.

Morgan Stanley raised its Broadcom stock price target to $505, citing surging AI chip demand and Hock Tan’s bold revenue outlook.

A historic split challenges the market's most powerful leadership trade