News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Google Buys Spirit Airlines' Data for $10 Million to Power AI Models
A TPU partnership would reshape custom silicon.
Tesla could begin offering robotaxi rides in Cybercabs by the end of the month, according to The Information. The stock is down 11.5% since last month's earnings call, which showed little progress on robotaxi expansion.
Alphabet quietly buried a listed income security inside its record-breaking equity raise, and most GOOGL shareholders have no idea it exists. The catch is that this yield has an expiration date written directly into the contract.
Redburn models 14 million foldable units at $2,199
Greg Abel just made his boldest move as Berkshire's new CEO, deploying billions into three distinct bets that reveal exactly what he thinks comes next for markets and housing.
A line buried in Microsoft's cash flow statement that most investors skim past may reveal more about who holds power in the AI buildout than any revenue growth figure the company chooses to announce.
A bullish UBS note on Marvell's AI business landed Tuesday morning, and the stock still cratered 6%. The reason has nothing to do with silicon and everything to do with what happened in the bond market.
Oracle and Amazon just admitted their AI buildouts are burning cash faster than their core businesses can replenish it, and one of them has a balance sheet thin enough that a single delayed contract could force a reckoning.
Berkshire Hathaway just made Alphabet its largest second-quarter purchase by a wide margin, but the same quarter revealed a cash flow figure that would make most investors pause. Here is what the bulls and the bears are each getting right.
Major ad industry groups are backing Google in a battle with two web users over 60 who contend the company violated a California anti-discrimination law by enabling businesses to target ads based on age.
Ackman put new capital to work in the second quarter of the year.
The company loaded up on Alphabet and Delta Air Lines, while making a sizeable reduction in its position in Bank of America.
Both Microsoft and Alphabet are burning through AI capital at a scale that would cripple most companies, yet one of them just suspended buybacks and flipped to negative free cash flow. When the AI spending cycle turns, that difference matters enormously to investors.
Recent developments in the field of Cloud AI highlight a significant leap from experimental technology to a core component of economic infrastructure, driven by substantial private and public investments. A newly published report by BCC Research reveals that global AI investments reached $194 billion, with the U.S. leading in venture capital contributions, thus emphasizing the escalating global race for AI leadership. Enterprise adoption rates are rising, particularly in sectors like BFSI,...
Billionaire hedge fund manager David Tepper just filed his latest 13F, and the moves inside reveal a calculated reshuffling of billions across the biggest names in AI infrastructure. One major trim and one complete exit signal something worth understanding before you assume he is simply buying the AI boom.
Shares in SpaceX Corp (NASDAQ:SPCX) are poised to open lower on Tuesday as investors brace for a fresh wave of insider stock hitting the market. About 319 million shares held by employees and early backers become eligible for sale on 20 August, the latest tranche to escape the lock-up that...
Berkshire Hathaway's new CEO just made the firm's biggest single-quarter bet in years, and the stock he chose reveals exactly how he plans to run the empire differently than Buffett did.
Spirit has been selling assets since shutting down operations in May
The $10 million purchase turns airline data into training material.
The deal, which covers about 100 million emails and 500 million Microsoft Teams chats, still requires a federal judge's approval
AI has become a powerful tool for Alphabet and Meta to optimize ads to the right viewers.
Wall Street analysts are piling into Reddit with some of the highest price targets in social media, yet the stock keeps sliding even as the company posts explosive revenue growth. Something has to give, and the direction it breaks could be dramatic.
Alphabet just outbid an AI startup to acquire the entire internal archive of a collapsed airline, and what that paperwork contains reveals something uncomfortable about where frontier AI labs are hunting for training data.