The AI company is pushing further into a sector critical to its enterprise business as it targets revenue growth and barrels toward an IPO.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
Uniquement les titres à fort signal — événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.
The AI company is pushing further into a sector critical to its enterprise business as it targets revenue growth and barrels toward an IPO.
Anthropic launches new financial services software offerings.
CRWV gears up for Q1 2026 results with surging AI demand, massive backlog and heavy investments, but profitability pressures and debt loom large.
AI infrastructure leader CoreWeave has explosive revenue growth and a massive backlog.
Zoom Communications Inc. (NASDAQ:ZM) is one of the best enterprise software stocks to buy right now. On April 15, Zoom Communications appointed Russell Dicker as its new Chief Product Officer to spearhead the company’s transition toward an AI-first system of action. Dicker, who officially assumed the role on March 30, is tasked with overseeing the […]
The Nasdaq Composite (^IXIC) opened higher Tuesday, with the tech-heavy benchmark riding a familiar trio of tailwinds: a fresh wave of strong earnings, a sharp pullback in crude oil, and a pause in Middle East escalation. Risk appetite is back, and the Nasdaq Composite (^IXIC) is riding the bullish wave. Google parent company Alphabet (Nasdaq: GOOGL), ... Alphabet, Intel, Micron Lead Nasdaq Higher as Oil Drops on Paused Mideast Tensions
Alphabet is again tapping debt markets as AI infrastructure spending reshapes Big Tech financing strategies.
Microsoft plans to spend $190 billion on capex this year.
The iShares A.I. Innovation and Tech Active ETF (NYSEARCA:BAI) solves a problem that has tripped up most thematic funds: how to own the AI build-out without locking yourself into a static index that gets stale when the cycle shifts. Portfolio managers Tony Kim and Reid Menge run an active book of 40-60 holdings selected through ... The $500 Billion Capex Question That Will Make or Break BAI in 2026
The agreement calls for AI developers to share models with reduced or removed safeguards to evaluate national security-related capabilities and risks.
DeepInfra has successfully closed a $107 million Series B funding round aimed at expanding its cloud platform designed for high-throughput AI inference. This development highlights the increasing shift in AI demand from model training to production-scale inference, as enterprises increasingly adopt open-source and agent-driven AI models for improved cost-effectiveness and performance. The funding will facilitate DeepInfra's global expansion and enhance its infrastructure, which optimizes AI...
Berkshire Hathaway’s (NYSE: BRK-B) cash position has become one of the defining financial stories of recent years, swelling to truly historic proportions. The company ended 2025 with $373.3 billion in cash and cash equivalents, representing the largest corporate cash hoard in American business history. The initial peak occurred in the third quarter of 2025, when ... We May Soon Find Out Why Warren Buffett and Berkshire Hathaway Have Almost $400 Billion in Cash
Take-Two's Nov. 19 console launch carries high investor stakes after two delays and massive Grand Theft Auto V sales history.
Morgan Stanley and JPMorgan are working on the package
Booking (NASDAQ:BKNG) Chief Financial Officer Ewout Steenbergen told attendees at a Barclays conference that the company is navigating near-term disruption from conflict in the Middle East while seeing “really strong” underlying demand trends across other regions and continuing to invest in artifici
Most investors chasing AI have been looking at the same 10 names for three years. The next chapter belongs to the infrastructure layer below the headlines -- and two companies are quietly writing it.
NVIDIA Corporation (NASDAQ:NVDA) plays an important role in the quantum computing industry through its accelerated computing infrastructure and software platforms. For instance, the company integrates quantum processors with its AI supercomputers through tools like CUDA-Q, an open-source platform for hybrid quantum-classical applications, and NVQLink for seamless connectivity. The company also ranks as one of the […]
Microsoft Corporation (NASDAQ:MSFT) is pursuing quantum computing as a core long‑term pillar of its Azure cloud platform. The company is developing topological qubits based on Majorana physics, which are aimed at fault‑tolerant quantum computers with up to a million logical qubits on a single chip. The company also ranks among the Best Quantum Computing Stocks […]
Microsoft-backed (MSFT) OpenAI Chief Executive Sam Altman discussed spinning off the startup's robot
Meta’s stock has languished recently as concern grows over its spending on AI, leaving it unusually cheap. At around 18 times forward earnings, its valuation also represents a discount to other big tech companies. The premium for Google-parent Alphabet’s shares against Meta’s is the highest it has been since 2022.
(Bloomberg) -- Google parent company Alphabet Inc. has kicked off the sale of a six-part debt sale in euros, according to a person familiar with the matter who asked not to be identified.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysChina’s Unprecedented Defiance of US Sanctions Triggers ShowdownUS and Iran Trade Fire in Gulf, Jolting Four-Week-Old TruceFormer NYC Mayor Giuliani in Critical Condition, Trump SaysBeijing Tells China Firms to Ignore US Sanction
ServiceNow (NYSE:NOW) executives used the company’s Financial Analyst Day 2026 to argue that enterprise AI adoption is strengthening—not undermining—the company’s platform position, while outlining long-term targets for subscription growth, margins, and stock-based compensation. Darren Yip, Service
For two decades, China has used pricing manipulation, export controls, and market flooding to stop Western companies building independent rare earth supply chains, but one company just broke that playbook.
Adeia (NASDAQ:ADEA) reported first-quarter 2026 results driven by new license agreements and continued expansion beyond its legacy pay TV business, while also disclosing that President and CEO Paul Davis plans to step down later this year. Quarterly results and deal activity Davis said the company