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IREN says that FY26 AI cloud capacity is largely sold out, putting delivery, funding and FY27 contracting in focus as ARR is set to top $4B by December.

Futures wavered while Treasury yields rose before Fed chief Kevin Warsh's Jackson Hole speech. Marvell, Affirm, PayPal are big movers.

A forecast of 70% revenue growth next fiscal year broke Nvidia's four-quarter streak of post-earnings stock declines

Burry’s Nvidia calls gained 50% to 60% in under a day after the stock rallied about 9%.

IREN (NASDAQ:IREN) said it ended fiscal 2026 with $4 billion in contracted annualized recurring revenue, or ARR, for its 2026 capacity, including $1 billion that was operating following Microsoft’s acceptance of the Horizon 1 deployment. Co-Founder and Co-CEO Daniel Roberts said the company’s AI cl

The ETF milestone challenging the S&P’s biggest names

Nvidia broke out on earnings but didn't have coattails. Meanwhile several software stocks flashed buy signals on a trio of earnings. Fed chief Kevin Warsh's big speech looms.

Blowout second-quarter results sent Nvidia’s shares surging 8.7%, their steepest one-day jump since April 2025, adding $442 billion to the company’s market value. That trails only a $450 billion one-day gain by Microsoft in July as the largest such jump ever.

Concerns about the profitability of artificial-intelligence ventures, convoluted debt deals underpinning data centers, and the future of chip demand had left some on Wall Street worried that the AI trade was petering out. Then Nvidia arrived with a nearly half-trillion-dollar shot in the arm. The chip maker’s otherworldly growth has become so ingrained in Wall Street’s psyche that many investors expect the company to beat expectations, leaving shares sliding in six of the past eight post-earnings trading sessions.

23% That’s how much Salesforce’s shares jumped on Thursday. Big days for Salesforce, Nvidia, CrowdStrike and other tech stocks helped power the S&P 500 to a 0.7% gain. The tech sector overall soared 3.

Nvidia Corp. added $442 billion to its market value on Thursday in the second-largest one-day gain by any stock in history.

With NVIDIA finally delivering its results, we've now heard from the entire Magnificent Seven group this earnings cycle. Overall results from the group again reflected strength, reinforcing why they remain top-tier stocks investors should have exposure to.

By Raphael Satter WASHINGTON, Aug 27 (Reuters) - Major tech companies including OpenAI, Anthropic, Microsoft, Alphabet, and Amazon are calling for a society-wide defensive surge to defeat what they

In an interview with CNBC, Dan Ives stated that Palantir and cybersecurity companies such as CrowdStrike could also benefit from broader enterprise adoption of AI.

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.

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

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

Stock Market Today: The Dow Jones index rises Wednesday ahead of key inflation data. Nvidia earnings are due after the close.

Zoom Communications (ZM) shares fell early Wednesday as the video communication platform provided a

​📈 Follow our live markets data and coverage. When tech companies started amping up spending on AI about three years ago, David Cahn, a venture capitalist at Sequoia Capital, asked a simple question: What was the gap between AI investment and the revenue generated from AI? It certainly won’t weigh on investors this afternoon, when Nvidia —the main chip supplier to the AI boom—reports quarterly results.

Wall Street is focused on Nvidia's GPUs, but the faster-growing story is sitting beside them.

Cloud computing, meet cloudy numbers. After years of asking investors to take its artificial-intelligence strategy on faith, Microsoft stands out among tech giants for the opacity of its financial reporting. Take Azure, Microsoft’s flagship cloud platform and primary growth engine.

BEIJING/SINGAPORE, Aug 26 (Reuters) - China's Moonshot AI is negotiating revenue-sharing agreements with Microsoft, Amazon and Alphabet's Google that would allow the U.S. cloud giants to host its

Nvidia keeps beating earnings estimates. In six of the last eight quarters, the stock has still sold off. Will Wednesday be any different?

The relentless buildout of artificial intelligence infrastructure is drawing bipartisan backlash, which could introduce political risk to the market’s beloved trade ahead of the US midterm election.

The real upside case extends well beyond this quarter

D.A. Davidson Head of Technology Research Gil Luria talks with Yahoo Finance Senior Reporter Brooke DiPalma about how traders should approach Nvidia (NVDA) ahead of its latest earnings report after enduring its longest losing streak since 2022.

Chamath Palihapitiya sees three converging forces that could choke off the AI infrastructure boom, and the companies with the most to lose are not the ones you might expect.

The math behind encryption will be no match for quantum computers, forcing organizations to rethink cybersecurity. Here’s what to know.