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SpaceX disclosed a cloud service agreement with Google covering about 110,000 NVIDIA GPUs at its Memphis data centers, adding to a separate $1.25 billion monthly Anthropic deal.
Alphabet plans to use Intel to manufacture over 3 million custom AI chips in 2028. The move shifts a portion of Alphabet’s Tensor Processing Unit production away from TSMC due to capacity constraints. This is the first time Alphabet will rely on Intel as a contract manufacturer for its proprietary AI hardware. The agreement reshapes parts of the global semiconductor supply chain and highlights rising competition in AI chip sourcing. Alphabet, trading as NasdaqGS:GOOGL, is committing...
Google signed a landmark deal with startup Voltus to create a virtual power plant -- paying households to curb consumption rather than building new capacity.
Harley-Davidson generates revenue from motorcycle sales and financial services, supported by a global dealer network and iconic brand.
Apple (AAPL) kicked off its 2026 Worldwide Developers Conference (WWDC) on Monday by showcasing its new AI-powered Siri, dubbed Siri AI. Geoffrey Cain — the author of "Steve Jobs in Exile" — comes on Market Domination to comment on Apple's new position on AI and whether that could put pressure to keep up with its Big Tech peers. This is Apple CEO Tim Cook's final WWDC keynote as chief executive before he steps down in September and takes on a new role as executive chairman.
Under new CEO Greg Abel, Berkshire Hathaway might be more open to making large tech investments.
Wall Street can’t stop talking about Intel (NASDAQ:INTC), the once-faded chipmaker now sporting a 168.75% year-to-date rally on the back of an NVIDIA $5 billion equity injection, a U.S. government stake, and breathless turnaround chatter. Here is what the data actually shows. The Intel Trade Is Crowded, Capital-Hungry, and Mispriced for This Rate Regime The ... Forget Intel Corporation: As Rising Yields Shake Wall Street, This Unstoppable AI Powerhouse Is a No-Brainer Buy
<body><p>STORY: Alphabet’s Google has placed an order with Intel for more than three million chips in 2028.</p><p>:: Intel</p><p>:: Nvidia</p><p>That’s according to the news site The Information Monday which also reported that Nvidia is evaluating Intel’s technology and running early trials as it considers future orders.</p><p>:: Intel</p><p>Shares of Intel jumped as much as 12% Monday morning to add to the nearly 169% gain so far this year, on the back of signs of steady turnaround progress under CEO Lip-Bu Tan.</p><p>:: Intel</p><p>Intel declined to comment on the report, while Alphabet and Nvidia did not immediately respond to requests for comment.</p><p>Reuters could not independently verify the report.</p><p>The potential order for Google's in-house AI chips would be a major win for Intel's contract manufacturing business, as the company works to regain ground it lost to Taiwan's TSMC after years of management missteps.</p><p>:: Archive</p><p>According to The Information's report, surging demand has led companies to seek out other manufacturers as TSMC tries to keep up with orders.</p><p>Since Lip-Bu Tan took charge, Intel has secured billions of dollars of investments from the Trump administration, Nvidia and SoftBank.</p><p>It is also working on chips for Tesla.</p><p>:: Intel</p><p>One analyst told Reuters that companies are supporting Intel because it has U.S.-based manufacturing, which is important for relationships with the Trump administration. </p></body>
Apple on Monday officially entered the artificial intelligence race by announcing numerous AI innovations.
Apple unveiled the long-delayed, AI-powered version of its Siri assistant at its WWDC event on Monday.
This has long been a dominant business, but its shares have more than doubled just over the past 12 months.
Friday’s session broke a nine-week winning streak in the NASDAQ 100, with the index plunging hard enough to make investors wonder whether the AI-led rally in names like NVIDIA (NASDAQ:NVDA) and Microsoft (NASDAQ:MSFT) had finally rolled over. Today, the bid is back. The NASDAQ 100 is up 2% to 29,589.50 and the Invesco QQQ Trust ... Is Today’s Tech Rally the Beginning of a Powerful Stock Market “Summer Melt-Up” That Will See Stocks Soar?
Microsoft Corporation (NASDAQ:MSFT) is one of the 10 Best Stocks in Chase Coleman’s Tiger Global Portfolio. On June 3, 2026, at Microsoft’s annual Build conference, Microsoft Corporation (NASDAQ:MSFT)’s AI chief, Mustafa Suleyman, revealed that the company intends to establish itself as one of the top four artificial intelligence labs globally. Suleyman noted that the sector […]
Broadcom Inc. (NASDAQ:AVGO) is one of the 10 Best Stocks in Chase Coleman’s Tiger Global Portfolio. On June 4, 2026, Bank of America raised the price target on Broadcom Inc. (NASDAQ:AVGO) from $450 to $530 while keeping a Buy rating on the company’s stock. The fiscal second-quarter results and third-quarter guidance modestly beat consensus; however, […]
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