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The tech sector looks set for an everything rally Thursday. Nvidia blowout earnings and a flurry of encouraging results from software companies, including Salesforce and Okta have reignited the artificial-intelligence trade. Apple and Microsoft were both down more than 1%, while Alphabet Amazon and Meta Platforms were all down less than 0.5%.

Pershing Square's billionaire boss is betting big on artificial intelligence (AI) applications transforming the world.

In recent days, BlackRock has attracted very large inflows into its iShares Bitcoin Trust and Ethereum ETFs, eased in‑kind creation thresholds that enabled more than US$5.00 billion of direct Bitcoin‑to‑ETF conversions, and joined an Nvidia‑led consortium to finance large‑scale AI compute infrastructure. These moves underscore BlackRock’s push to sit at the center of both the “debasement trade” in Bitcoin and gold and the capital stack for AI infrastructure, potentially reshaping how...

Asian chip firms rallied Thursday following more blockbuster earnings from Nvidia that eased worries over the AI investment boom, though the euphoria was tempered by US data showing stubbornly high inflation.Nvidia is considered the bellwether for the AI spending frenzy, with its results largely determined by mega purchases from AI giants such as OpenAI, Amazon, Microsoft and xAI. The firm has led an eye-watering rally by tech firms over the past year and in October became the first to hit a mar

OpenAI is launching a second startup fund—this time pulling from its own balance sheet. An affiliate of the ChatGPT maker filed paperwork with the U.S. Securities and Exchange Commission on Wednesday indicating it has raised a $400 million sophomore fund. OpenAI launched its first startup fund, a $175 million haul, in 2021.

AI juggernaut Nvidia on Wednesday reported quarterly revenue of $96.2 billion, more than double from a year earlier, as the world's most valuable company beat Wall Street expectations and forecast even stronger sales ahead.Nvidia told investors to expect about $108 billion in revenue in the current quarter, well ahead of Wall Street forecasts and a signal that the company sees no near-term slowdown in AI spending.

The new deal with the infrastructure provider is the latest example of Anthropic's white-hot compute-gobbling streak.

This is an aggressive supply-chase year for Arista Networks. The company builds high-performance networking gear for its two largest partners, Microsoft and Meta.

In August 2026, Samsara launched its Fuel Command Center, a centralized platform that unifies fuel spend analytics, route-based fuel-stop optimization, and fuel card controls to help commercial fleets manage costs amid volatile diesel and gasoline prices. By tying real-time routing, driver behavior, and card authorization data together, and revealing roughly US$2.00 billion in potential savings for U.S. customers over six months, Samsara is positioning this product as a way for fleets to...

The market has punished Oracle's stock like a laggard, even as its valuation multiple sits near the top of its peer group and profitability remains strong.

Artificial intelligence developer Anthropic PBC has committed $45 billion to lease AI cloud computing infrastructure from London-based Nscale.

BNP sees custom accelerators becoming a bigger part of AI infrastructure.

The market is offering a creative software giant at a steep discount, but the price tag comes with a question about the company's next chapter.

A social media giant handed shareholders a truly huge pile of cash, but the market's reaction raises a sharp question about the price of its future.

Some of NVIDIA Corporation (NASDAQ:NVDA)’s largest customers have been told that prices of servers ‌containing its AI chips will rise by more than 15%, according to a Bloomberg News report from August 22. The increases will go into effect on systems ⁠shipped early next year and will include those with the flagship Vera Rubin and […]

Management raised the bar on its future, and after a moment of doubt, investors have been piling in ever since, forcing a critical question about how much momentum is left.

A historic backlog supports the rally, but fulfilling those contracts requires an equally historic infrastructure build.

Cloud computing and artificial intelligence are the keys to Microsoft's success -- and Nadella's pay.

Moonshot is seeking up to 30% of Kimi K3 revenue from U.S. cloud giants.

AAPL's M6 and M5 Ultra boost on-device AI performance and large-model capacity as competition intensifies with Alphabet and Microsoft.

S&P Global Inc. previously announced an expanded collaboration with Microsoft Corporation to embed its AI-ready data, insights, and analytics into Microsoft 365 Copilot workflows via the Kensho Deterministic Retrieval (LLM-ready API), enabling secure, cited access to its content directly inside tools such as Excel and Copilot Cowork. By bringing S&P Global intelligence into everyday Microsoft 365 workflows for tasks like company research and peer benchmarking, the partnership shifts its data...

Microsoft just posted the biggest fiscal year in its history, yet the stock has gone nowhere for a year. A specific date and price target explain why that disconnect may be about to close violently.

The software giant increased its fiscal 2026 net income by 31%. The market cut what it pays for each dollar of those earnings by about a quarter.

Microsoft Corp. (NASDAQ:MSFT), Amazon.com Inc. (NASDAQ:AMZN) and Alphabet Inc. (NASDAQ:GOOGL) are reportedly in early talks with China’s Moonshot AI over revenue-sharing deals for its Kimi K3 model, weeks after Treasury Secretary Scott Bessent said he might add the company to...

Adobe's AI-first ARR more than tripled to above $500M as Firefly, Acrobat AI and enterprise tools expand monetization across subscriptions and usage.

All three major US stock indexes were down slightly in late-morning trading Wednesday, as market par

Citi says the bad news is priced in -- and now it's time to buy Oracle stock.

In a personal essay, Gates warns us of the perils of AI and he does not mince words.

Stocks wavered at the opening bell on Wednesday as investors assessed fresh inflation data and upcoming earnings from AI bellwether Nvidia.

In recent days, partners including Cypris, Everlaw, S&P Global, FurtherAI and HUMAIN have announced new integrations that embed their specialized data, workflows, and language models directly into Microsoft 365 Copilot and the broader Microsoft AI ecosystem, while Microsoft also moved to influence transmission cost arrangements for its Racine County, Wisconsin data center campus. Together with the Linux Foundation TRACE standard and expanding regional AI collaborations, these developments...