AI & Quantum Computing
IBM’s $11.6 Billion Confluent Deal Closes as Earnings Beat Meets Stock Selloff
IBM delivered a first-quarter earnings beat that checked every box — revenue above estimates, record free cash flow, and a...
AMD’s $60 Billion Infrastructure Bet: From Chip Sales to AI Megaprojects
The semiconductor industry is undergoing a fundamental shift, and AMD is positioning itself at the center of a new revenue...
Broadcom’s Custom Chip Empire Expands as Meta and Anthropic Lock In Long-Term Deals
Broadcom is cementing its position as the go-to architect for bespoke artificial intelligence hardware, securing multi-year commitments from two of...
Take-Two Interactive: A Handcrafted Blockbuster and a Market’s Unanimous Bullish Bet
Strauss Zelnick, the CEO of Take-Two Interactive, has a blunt message for Elon Musk: artificial intelligence won’t be churning out...
The Robot Revolution Is Micron’s Next Act After AI Memory Dominance
Micron’s stock has been on a tear, but the narrative driving it is shifting. While the company’s high-bandwidth memory (HBM)...
Siemens Healthineers Hires a Google Alum as Tariffs and Debt Cloud the Outlook
Siemens Healthineers made a splash at Berlin’s DMEA healthcare conference this week, unveiling an ambitious artificial-intelligence strategy and a high-profile...
D-Wave Quantum: Record Orders and a $884 Million Cash Pile Collide with Market Skepticism
D-Wave Quantum is living a double life. On one side, the company is signing contracts at a pace that would...
Oracle’s $553 Billion Backlog: The High-Stakes Race to Monetize AI’s Insatiable Appetite
Oracle has a problem most companies would envy: a backlog of orders worth more than half a trillion dollars. The...
Microsoft’s $18 Billion Australian Bet Sets the Stage for a Pivotal Earnings Report
Satya Nadella’s first trip to Australia since 2019 came with a record-breaking cheque. Microsoft has committed A$25 billion — roughly...
Palantir’s $4.38 Billion Commercial Pipeline Overshadows CEO’s Political Firestorm
The data analytics giant Palantir is living a double life these days. On one side, CEO Alex Karp is stirring...
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