News

Nvidia dominates the AI accelerator market, but Alphabet just became a more serious threat.

Burry’s trades come just as Big Tech delivered a robust set of quarterly earnings.

SanDisk stock jumped 10% after a new AI memory milestone with SK Hynix, just ahead of its fiscal Q4 earnings report.

Tech investors hoping that a wave of AI spending will moderate in 2027 are likely to be disappointed.

Every dollar hyperscalers spend building alternatives to Nvidia has to go somewhere, and one company keeps collecting it across custom silicon, switch fabric, and AI networking without most investors noticing.

Banks are planning to offload $15bn of debt tied to a Google-backed data centre in Texas that has been leased to Anthropic, as Wall Street lenders...

SpaceX is ramping up spending, and that could mean big things for Micron.

Dynatrace (NYSE:DT) announced new autonomous agents, a no-code agent builder, and more integrations within its Dynatrace Intelligence platform. Gremlin Inc. introduced a native resilience testing app that now runs directly inside the Dynatrace platform. Chandu Thota, a senior engineering executive from Google, was appointed to the Dynatrace Board of Directors. Dynatrace sits at the intersection of observability, application performance, and security for large enterprises. The latest...

Alphabet’s stock is down double digits after it reported negative free cash flow in the second quarter. What does that mean for big tech, neoclouds, and the entire supply chain?

About 12% a year for six years gets it done. The hard part is a $200 billion spending program.

The new framework, completed in recent days, is seen as most likely to affect OpenAI, Anthropic and Google.

SpaceX CEO Elon Musk said on Tuesday evening that SpaceX expects to generate $1 trillion in sales by 2030, up from prior projections of 2031. Second quarter sales were $7.8 billion. Currently, Wall Street projects $320 billion in revenue for 2030 for Elon Musk's rocket and AI company.

SpaceX's (SPCX) second-quarter loss narrowed as revenue surged past Wall Street's expectations, driv

Moby summary of Chatham Lodging Trust's Q2 2026 earnings call

Alphabet (GOOGL) is back in the legal spotlight after Teads Holding Co. filed a lawsuit in New York accusing Google of exclusionary ad tech practices that restricted competition and revenue opportunities for independent advertising platforms. See our latest analysis for Alphabet. Alphabet’s share price has moved sharply in recent sessions, with a 1-day share price return of 4.88% and a 7-day share price return of 11.93% after recent earnings, AI investment updates, and renewed legal scrutiny...

SpaceX plans to have annual recurring revenue of about $100 billion by the end of 2026, CFO Bret Johnsen said on Tuesday evening. All of the numbers associated with SpaceX are large. SpaceX raised roughly $110 billion in recent weeks, from its record-setting IPO and debt sale.

Arista Networks stock soared Tuesday after the network infrastructure company reported better-than-expected second-quarter earnings. The results provided further evidence that demand for artificial-intelligence services is accelerating, with hardware suppliers like Arista among the main beneficiaries. Arista reported adjusted earnings of $1.02 a share for the second quarter, up from 73 cents last year and above analysts’ call for 89 cents, per FactSet.

Independent ownership of Chrome "would open the distribution channel Google controls and allow Chrome to serve browser users when it makes privacy decisions," Public Knowledge says in a friend-of-the-court brief filed with the D.C. Circuit Court of Appeals.

SpaceX doubled its revenue compared to last year, according to its first quarterly earnings since going public in June.

On Friday, Alphabet Inc.’s Google said that it was temporarily disabling its AI image generator after users shared AI-generated images that appeared to violate the company’s policies. Google Earth AI Feature Put on Hold The tool, powered by Google’s Nano...

Amazon's cloud business is growing at a historic pace, but its plan to spend a fortune on new data centers was the only thing analysts wanted to talk about.

Debt markets are raising harder questions about Oracle's AI strategy

The technology giant is returning an unusual amount of cash to shareholders, but the market sees a crack in the machine. Here's what's really going on.

Improving EMIB yields may bring a long-rumored TPU partnership closer.

On July 30, Oracle (NYSE:ORCL) and Alphabet Inc.’s (NASDAQ:GOOGL) Google Cloud expanded their partnership to bring Google’s Gemini models into Oracle’s core applications, including Fusion Cloud Applications and NetSuite. The deal pairs two very different strengths into one pitch for enterprise customers: Oracle’s grip on the databases and ERP systems where mission-critical business data lives, […]

Competition is heating up for Uber as Waymo pulls back on its partnership cooperation, and investors should take note.

Shares of online community and discussion platform Reddit (NYSE:RDDT) jumped 11% in the afternoon session after investors revisited the company's strong second-quarter earnings results, prompting a rebound from a recent sell-off. The stock had previously fallen more than 20% after the earnings release, despite the company beating estimates. That drop was fueled by investor fears over "choppy" search referral traffic from Google and the absence of new AI data licensing deals. However, the underly

MediaTek raised its target on July 31 to capture 15% to 20% of an estimated $80 billion custom AI-chip market in 2027. Its first AI accelerator for a major U.S. cloud provider will enter production in the fourth quarter, and MediaTek expects more than $2 billion in 2026 data-center revenue. The expansion could give Alphabet […]

Blackstone Inc. has initiated preliminary talks with investors regarding a second major debt financing package to fund Anthropic PBC’s use of Alphabet Inc.’s Google chips.