News

Broadcom and Marvell both design custom AI chips for the same hyperscaler clients, but their quarterly numbers tell two very different stories about who actually controls the future of cloud silicon.

Amazon and Meta both burned through tens of billions on AI infrastructure last quarter, but one of them is doing it without a paying tenant to recover the bill. The math behind each strategy points to a very different kind of squeeze.

Just be sure to look more than a year down the road.

Reddit (NYSE:RDDT) delivered the strongest year-on-year growth in average revenue per user among major social media platforms during the second quarter of 2026, according to analysis published by Bank of America on Monday. In the U.

Alibaba Group Holding Ltd. ADR (NYSE:BABA) is reportedly offloading its gaming unit, Lingxi Games, to Asian private-equity firm Trustar Capital in a bid to bolster its focus on artificial intelligence (AI). The Chinese tech behemoth is selling Lingxi Games for a minimum of $1.5 billion. The exact transaction size was not disclosed by Lingxi Games Chief Executive Zhou Bingshu, who stated that the sale is “part of Alibaba’s overall road map to sharpen its strategic focus,” The Wall Street Journal

A new Texas data centre campus owned by Meta and BlackRock is on the hook for huge losses in the event of catastrophic events, creating credit...

An age-old economics tenet posits that excessive government borrowing can leave little room for companies to tap financial markets and drive up their interest rates to punishing levels. It’s called the “crowding out” theory.

The move comes as Alibaba's Qwen models surpass 3 billion downloads, putting its open-source AI push in competition with U.S. players including Google and Meta.

The total includes $1.2 trillion in unstarted leases and $1.9 trillion in purchase commitments.

Shares of online community and discussion platform Reddit (NYSE:RDDT) jumped 13.8% in the morning session after S&P Dow Jones Indices announced the social media company will join the S&P 500, replacing AvalonBay Communities (NYSE: AVB), effective prior to the open on Tuesday, August 18. The stock jumped in Thursday’s extended session and held the move into Friday’s regular trading. S&P 500 trackers must own every constituent, so Reddit gets a large, mechanical bid into a name that had already be

U.S. tech firms are flooding credit markets with debt to fund investments in AI.

Four seemingly unrelated headlines dropped over two weeks, and when you line them up in sequence, they point to a partnership that could reshape who controls the next trillion dollars of AI infrastructure.

Microsoft's successful AI strategy has legs.

The company is making risky bets on artificial intelligence, but that may be undervaluing the stock.

WSJ's Amrith Ramkumar breaks down how AI models from OpenAI and other companies went rogue on the internet to steal information. What does that mean for businesses and U.S. AI policy?

Wall Street sees booming cloud growth as a sign that AI spending is giving a return on investment.

A lawsuit filed by 29 attorneys general related to Meta's impact on teens will go to trial Tuesday.

Enthusiasm for Big Tech and its huge investments in artificial intelligence is powering the stock market to record highs again. With a resilient economy and scorching demand, there’s seemingly only one obstacle that can derail this ride: higher interest rates.

Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.

Newsmax (NYSE:NMAX) reports its first profitable quarter since going public, alongside record revenue and audience metrics. The company announces a new AI content partnership with Meta focused on expanding its distribution and content tools. Management highlights the profit milestone and Meta agreement as key steps in reshaping Newsmax's operating model. Newsmax is not the only company tied to the build out of AI tools and infrastructure, so it can be useful to compare this story with a...

Even before Nvidia Corp.’s splashy $500 billion financing partnership this week, investors were starting to fret over the roughly $70 billion in phantom liabilities that don’t appear on major AI companies’ balance sheets, but could materialize at the worst possible time.

Half a trillion dollars in AI infrastructure spending looks like a Wall Street windfall, but the hidden costs are landing somewhere else entirely, and most Americans have no idea they are already on the hook.

A New Mexico judge has imposed Meta Platforms, Inc. (NASDAQ:META)’s highest single penalty yet in the wave of litigation over social media’s effects on children, and while the monetary amount is making headlines, the more important aspect of the verdict may be what it pushes the company to change. Public Nuisance Ruling On August 6, […]

The AI future includes crypto as well. Here's why.

Alibaba Group Holding’s open-weight models have accumulated more than 3 billion global downloads in the past six months, eclipsing Meta Platforms Inc., Alphabet Inc. and domestic peers to become the world’s No. 1 artificial-intelligence model.

CEO Bill Ackman outlines plans for investment-grade debt, a new venture vehicle, and potential upside from Fannie Mae and Freddie Mac to drive long-term shareholder value.

The fair value estimate for Meta Platforms has been trimmed from about US$828.80 to about US$754.10, pointing to a more conservative price target in updated models. This shift lines up with a split analyst view, where some highlight long term upside from AI and advertising while others focus on higher spending and less certain AI monetization timing. Reading on, you will see how this evolving narrative shapes key questions to watch and how to track future updates. Analyst Price Targets don't...

Gold recent rally is mostly due to five big buyers: four central banks and Tether, a company that deals in cryptocurrency. Tether is buying for the very reasons that central banks are—to diversify its holdings and hedge against inflation and significant dollar weakness, which Tether’s crypto stablecoin USDT is pegged to. In the first half, Tether bought more than 27 metric tons of gold—matching Kazakhstan.

The investment firm shifted away from some of the market’s biggest semiconductor winners in the second quarter.

Investors have hundreds of billions ($) of reasons why to remain bullish on the AI buildout, particularly for companies like Vertiv (VRT) and Broadcom (AVGO), as companies continue to invest heavily in their AI futures.