News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.
Bangkok-based SiamAI said on Saturday it had not exported AI servers to China and that it complies with U.S. export and re-export control laws. • The firm has faced allegations of circumventing exports of advanced chips from U.S. firms Super Micro Computer and Nvidia to China. • "SiamAI has not engaged in the export of AI servers to China," it said in a statement.
ServiceNow (NYSE:NOW) used its Knowledge 2026 conference to roll out Project Arc with NVIDIA, targeting secure autonomous AI agents across enterprise workflows. The company expanded its AI Control Tower for stronger AI governance and introduced ServiceNow Otto, a conversational AI spanning the full platform. New partnerships with Lenovo, Microsoft, FedEx and others focus on unified AI workflow automation, device lifecycle, regulated data and supply chain use cases. Following the Armis and...
Analysts at William Blair estimate the total addressable market of the agentic AI industry at about $4 trillion. What exactly is agentic AI, and how is it creating such massive expectations? Agentic artificial intelligence is the next stage in AI, a step above the commonly used chatbots that answer questions and try to solve problems.
Cloud revenue is just one part of the story for both tech giants.
Cloudflare (NET) announced a round of layoffs, following Coinbase's (COIN) similar announcement at the beginning of the week. Yahoo Finance Senior Business Reporter Ines Ferré, Yahoo Finance Senior Reporter Brooke DiPalma, and EMJ Capital founder and president Eric Jackson chat with Yahoo Finance's Brian Sozzi about the growing impact of artificial intelligence (AI) on the workforce.
Microsoft pressured after TCI exit sparks fears over long-term AI competition
Hedge fund TCI reportedly reduced its Microsoft position over AI competition concerns.
With an impressive upside potential of 34.02%, Microsoft Corporation (NASDAQ:MSFT) is among the 10 Tech Stocks That Could Make You a Millionaire. On May 4, CGI announced that it achieved Microsoft Copilot specialization within the Microsoft AI Cloud Partner Program, reflecting expanding ecosystem adoption of Microsoft Corporation (NASDAQ:MSFT)’s AI-driven workplace solutions. This milestone underscores the growing integration […]
Micron Technology and Sandisk stock continued their historic rally this week, thanks to a flurry of headlines signaling overwhelming demand and limited supply for memory. Micron, the memory chip maker, jumped 11% Friday, putting it on pace to end the week up 32%. Sandisk which specializes in flash memory, rose 12% Friday.
All three major US stock indexes were up in late-morning trading Friday following a better-than-expe
Alphabet Inc. (NASDAQ:GOOGL) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer mentioned the company during the episode and said: What else? You need to have a cloud infrastructure to run the models. Think Google Cloud, Microsoft’s Azure, Amazon Web Services. You also got that […]
Microsoft Corporation (NASDAQ:MSFT) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer highlighted the company’s woes, as he remarked: It’s hard to see that because the other publicly traded companies in the data center race, Microsoft and Meta, seem at this point to be, well, […]
Despite recent gains, Microsoft's stock has still seen a double-digit pullback this year.
Forget Nvidia Inc. (NASDAQ:NVDA) or Microsoft (NASDAQ:MSFT), cryptocurrency may be the best way to ride the AI boom, according to Pantera Capital founder and CEO Dan Morehead. Speaking during Alchemy’s CoBuild conference in New York on Tuesday, the OG investor...
The question is not whether Amazon (NASDAQ: AMZN) will run low on cash. The question is how low. Some of the other mega-cap tech companies have similar problems, but only one has a deeper problem. Oracle (NASDAQ: ORCL) has raised money “off-balance-sheet’, and its financial obligations are said to be as high as $300 billion. ... Amazon Starts To Run Low On Cash
Eligible U.S. employees can also receive up to 5 years of healthcare coverage and continued stock vesting under the one-time program
The stock of CoreWeave (NASDAQ: $CRWV) is down as much as 10% after the artificial intelligence (A.I.) data centre ...
On Meta’s Q1 2026 earnings call, CFO Susan Li said the quiet part out loud. “We recently shared internally that we plan to reduce the size of our employee base in May. We believe a leaner operating model will allow us to move more quickly while also helping to offset the substantial investments we are ... Mark Zuckerberg Just Told 8,000 Employees Their Layoffs Are a Line Item in His $145 Billion AI Bill
Airbnb also said its customer support AI bot now handles 40% of issues without escalating to a human agent.
Inriver has achieved Microsoft Certified Software Designation for its AI-powered Product Information Management (PIM) platform, specifically designed for Manufacturing AI. Now available in the Microsoft Marketplace, this certification allows global Microsoft customers to discover and integrate Inriver’s solutions, enhancing innovation and business transformation through seamless compatibility with Microsoft products. The platform offers manufacturers enhanced capabilities for product data...
We recently published Jim Cramer Said Sandisk Stock Performance is Befuddling & Discussed These 17 Stocks. NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks discussed by Jim Cramer. Despite its lackluster share price performance recently, AI GPU giant NVIDIA Corporation (NASDAQ:NVDA) continues to be on Jim Cramer’s radar. The stock is up by 77% over […]