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Oracle shares have shed nearly half their value in twelve months while the company quietly piles up a backlog larger than Microsoft's cloud empire. Something in that math does not add up, and the gap may be exactly where the opportunity hides.
Alphabet, Amazon and Fox stand to benefit as streaming expands into advertising, live sports, creator video and connected-TV distribution.
So much debt is being piled on tech companies right now.
Video ads based on location continue to expand into other countries and market segments, as Amazon reports that sales in its business division rose nearly 30% globally this year, with expansion in categories such as repair tools, fresh groceries, and office furniture.
Anthropic will purchase AMD hardware directly while also accessing additional capacity through cloud providers and neoclouds.
Alaska Airlines is investing in its cargo franchise with an agreement to lease four additional Boeing cargo jets, some of which will be dedicated to serving within the Hawaiian islands. The post Alaska Air to acquire 4 cargo jets, base some in Hawaii appeared first on FreightWaves.
Alphabet will report second quarter earnings after the stock market closes Wednesday. Analysts expect capex for the quarter to be $45.1 billion, a 101% increase from a year earlier.
Four of the sharpest hedge fund managers on the planet just stacked their portfolios into the same three stocks, and the reasons behind that rare convergence reveal something unusual about where the biggest money sees opportunity right now.
The 2-gigawatt deal covers tens of billions of dollars’ worth of chips, and AMD will invest up to $5 billion in Anthropic.
The e-commerce giant is retrofitting a cross-dock facility and a bulky-item warehouse to handle standard customer orders.
The e-commerce, cloud computing, and digital advertising giant will report second-quarter financial results at the end of this month.
July 22 (Reuters) - U.S. stock index futures dipped on Wednesday, pressured by weakness in chip stocks, as investors remained cautious ahead of the first batch of Big Tech earnings that could decide
Moonshot AI’s July 17 release of Kimi K3 has confronted Washington with an awkward fact: a Chinese open-weight model can approach leading American systems in coding and agentic tasks while charging less, though we challenge the simplicity of that premise here. On July 20, the White House was considering options to block or sharply restrict […]
Alphabet will report second quarter earnings after the stock market closes Wednesday. Analysts expect capex for the quarter to be $45.1 billion, a 101% increase from a year earlier.
The Dow Jones Industrial Average added 0.7% while the S&P 500 rose 0.9% and the Nasdaq Composite gained 1.3%. Semiconductor stocks logged their best day in a month. Overall, traders “shrugged off the news from the War in favor of buying the chip makers again, presumably on the hope that the AI hyperscalers, when they report second-quarter earnings over the next few days, will also report large capital spending plans,” wrote Macquarie Strategist Thierry Wizman.
Sixteen Nobel laureates just signed a letter that puts two of AI's most prominent skeptics in the same camp as Silicon Valley's biggest boosters, and the economists behind it say society may have only a few years to respond.
Oil prices were higher Tuesday amid mounting tensions in the Middle East, with US President Donald T
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