Nasdaq
Jensen Huang’s Senate No-Show and the Quiet March of Nvidia’s AI Empire
Nvidia is living two lives at once. In Washington, the chipmaker is sparring with Senator Elizabeth Warren over a subpoenaed...
T-Mobile US Balances Price Hikes with Subscriber Growth as Defensive Appeal Draws Investor Interest
T-Mobile US has raised prices on its 5G home internet plans while capping speeds on the entry-level tier, a move...
Dell’s AI Boom Masks a Brutal Margin Reality as Shares Slide
Despite posting a record quarterly revenue of $43.84 billion, Dell Technologies saw its stock fall 7.47 percent to €319.00 in...
Bitzero Surges on $2.6B Norwegian Cloud Deal and Nasdaq Listing
A massive pre-contract with a European cloud provider has catapulted Bitzero into the spotlight just as its shares begin trading...
Alphabet’s $460 Billion Cloud Backlog Fuels a Record AI Spending Spree
Alphabet is racing to build out its artificial intelligence infrastructure faster than demand can be met, with Google Cloud's order...
Micron’s Rally Is Built on Scarcity, But the Market Is Now Asking How Long That Premium Will Hold
Micron has effectively walked away from the consumer memory market. By announcing the exit of its Crucial retail business, the...
Oracle Faces Capacity Crunch as $553 Billion Backlog Tests AI Infrastructure Ambitions
Oracle goes into its quarterly earnings on Wednesday with a problem most companies would envy: more demand than it can...
BioNTech’s Oncology Data Wows, but the Stock Won’t Budge: A $1 Billion Buyback Meets Investor Skepticism
The numbers from Chicago were impressive. On May 30, BioNTech and Bristol Myers Squibb unveiled interim Phase 2 results for...
Microsoft’s Twin Challenges: Stemming a Game Pass Exodus While Bankrolling a $190 Billion AI Bet
Microsoft is navigating a delicate balancing act. Its gaming division is scrambling to reverse a subscriber meltdown following a disastrous...
Meta Blends Storefront Ambitions with Workforce Training as AI Costs Surge Past $145 Billion
Meta is taking an unusually hands-on approach to supporting its massive artificial intelligence buildout, combining a physical retail expansion with...
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