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IREN lands $2.8B in new multi-year AI cloud contracts and lifts its 2026 ARR target above $4B as demand fuels capacity expansion and growth in Europe.

AMZN's AI cloud push, lower valuation and stronger share performance give it a modest edge over MSFT as both ramp up AI investments.

After a punishing slide, Intuit's stock has landed on a price floor that has launched major rallies before, forcing investors to decide if history is a guide or a trap.

A research firm just ran the numbers on one of OpenAI's boldest revenue promises, and the gap between what OpenAI is projecting and what independent analysts see coming raises serious questions about the financial foundation under the entire AI investment trade.

By Foo Yun Chee BRUSSELS, July 21 (Reuters) - A group of 25 U.S. lawmakers has written to U.S.

AMD keeps landing on the buy list every quarter, and the reasons have less to do with hype than with a specific set of contracts, cash flow numbers, and a rack-scale bet that changes what kind of company AMD actually is.

By Exec Edge Editorial Staff Inside enterprises actually deploying AI at scale, a different answer is emerging. The companies seeing the strongest results are not removing humans from the process. They are redesigning how humans and AI work together. That shift is becoming one of the defining trends in enterprise communications and customer engagement. According […] The post Why the Future of AI Customer Engagement Still Depends on Humans appeared first on ExecEdge.

The agreement gives Microsoft access to thousands of NVIDIA Vera Rubin GPUs while extending Mistral models into cloud, local and disconnected enterprise deployments.

3M led the Dow Jones Industrial Average early Tuesday as the Post-it notes maker posted better-than-expected Q2 results and raised its full-year outlook. MMM stock cleared an early entry buy point. The industrial conglomerate has been shedding noncore assets and leveraging AI to accelerate product launches.

Investors have long priced in oil shocks and inflation from Middle East conflicts, but the Iran war is targeting something far more unfamiliar: the physical data centers powering the global cloud economy, and Big Tech is already absorbing the damage.

3M stock jumped on Tuesday after the industrial conglomerate beat Wall Street's earnings expectations and raised its full-year guidance.

The deal gives Microsoft more computing capacity in Europe and brings Mistral's AI models into Microsoft Foundry and Copilot Studio

Investing.com -- Morgan Stanley has pushed back against negative investor sentiment toward the software sector, telling investors in a note on Tuesday that the market has become "too negative on the group" and naming eight Overweight-rated companies best positioned for the AI era.

Recent developments in the field of Cloud AI include the strengthening of the strategic partnership between AMD and Microsoft, with a focus on deploying next-generation AI infrastructure via Microsoft Azure. As part of this collaboration, Microsoft will implement AMD's Helios Rackscale Solution to enhance AI model inference capabilities across its services and those of its customers. Additionally, Azure will introduce new VM series powered by AMD's latest EPYC processors and expand its...

Alphabet, Microsoft, and Amazon are among the biggest names in tech, and they have exciting growth opportunities related to artificial intelligence (AI).

Microsoft has agreed to spend billions of dollars on Mistral's computing infrastructure in Europe under a deal that will also expand distribution of the French AI startup's ‌technology through the U.S. cloud and software giant, the companies said on Tuesday. As part of the agreement, ‌Microsoft Azure customers will be able to develop software using Mistral's data centers in France, giving Microsoft more capacity in Europe and regulated industries an ​alternative to U.S.-controlled infrastructure. Mistral, meanwhile, has added its AI models called Medium 3.5 and OCR 4 to Microsoft's app builder known as Foundry.

Wall Street analysts are making bold moves on Tuesday, shaking up ratings for some of the biggest names in tech, biotech, and retail in ways that could catch investors off guard. Find out which stocks got slashed and which ones earned surprise upgrades.

The companies are each worth about $4.9 trillion.

IREN stock jumped nearly 20% after signing $2.8B in AI cloud contracts, but chart resistance at $47 caps the rally.

What if the next $5 trillion tech company isn't Apple or Microsoft but the AI infrastructure powerhouse that supplies the entire industry?

CLSA initiated coverage of the company with an ‘Outperform’ rating and $300 price target, implying an upside of more than 31% from its last close.

AMD's hyperscaler deals, Azure partnership and long streak of EPS beats highlight why the chipmaker is drawing attention as AI demand fuels growth.

IREN on Monday raised its annualized AI cloud revenue target on the back of new contracts.

TSLA has also dropped 8% over the past month and 6% over three months, while Apple, Alphabet, Nvidia and Amazon remain positive for the year.

Asian stocks mostly rebounded after days of losses on Tuesday led by technology shares, while oil prices eased slightly even as Iran said it had struck hit US military targets in Bahrain and Kuwait.Iran's Revolutionary Guards said on Tuesday they hit US military targets including air defence systems in Bahrain and Kuwait, state news agency IRNA reported.

Some contract announcements move stocks. And then there are the ones that reframe an entire investment thesis. We saw the latter on a Monday, July 20. IREN Limited (IREN) was trading up more than 21% to $40.57 as of July 20 midday, according to Yahoo Finance. That’s after the Australia-based ...

(Bloomberg) -- Jijia Vision is in discussions to hold an initial public offering on Hong Kong’s stock exchange as soon as this year, joining a flurry of Chinese AI firms planning public market debuts. Most Read from BloombergSaudi-Led Coalition in Yemen Vows to Protect Ships From HouthisUS Strikes Iran in Escalating Campaign After Troops KilledIran Says Mediators Stepping In After Days of US ClashesMoonshot’s Kimi K3 May Be More About Memory Than ComputeChinese AI Sensation Moonshot’s Gamble on

CleanSpark saw its share price jump by 10.67 percent on Monday to finish at $14.42 apiece, as investor optimism was fueled by the aggressive expansion of artificial intelligence players with a series of multi-billion-dollar leasing deals. Multi-Year Deals On Monday, its counterpart, Hut 8 Corp., clinched a new $9.8-billion leasing deal with an existing high-investment-grade […]

IREN Limited (NASDAQ: $IREN) shares jumped nearly 20% on Monday after the company signed $2.8 billion in new AI clo...

This battle between tech heavyweights is much closer than you might guess.