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Anthropic’s annualized revenue run rate topped $65 billion in July, seven times its year-ago level.

Global data center spending is set to reach $31.6 trillion through 2050 to meet the world’s growing appetite for AI, an investment boom with no precedent in history, according to PricewaterhouseCoopers LLP.

Moby summary of REZOLVE AI PLC's Q2 2026 earnings call

The ballooning federal debt, massive AI borrowing by Big Tech, and inflation are the reasons that economists and financial experts point to.

Bill Gates, the billionaire co-founder of Microsoft Corp., published a 6,000-word essay on Aug. 26 saying that he would slow the development of artificial intelligence if he could. He elaborated in an interview with the New York Times, saying "in private, people who understand how good this stuff is, and how much better it's getting, they're very worried" but few are raising the issues in public. The public is already convinced the tech industry can't be trusted with its own creations. Some legal news last week explains why. A bipartisan coalition of 51 attorneys general announced a proposed settlement with Meta Platforms Inc. that obligates the social media company that runs Facebook and Instagram to put tight restrictions on how children use its platforms. Gautam Mukunda, Lecturer at the Yale School of Management and Bloomberg Opinion contributor, joins Bloomberg Intelligence to discuss.

Big Tech has quietly spent a sum that rivals the GDP of a mid-sized country building AI infrastructure, but the real financial reckoning has not yet arrived on any income statement. One accounting schedule will determine whether these bets pay off or crush margins for years.

Rezolve AI (NASDAQ:RZLV) reported first-half 2026 revenue of $130.8 million, up from $6.3 million in the prior-year period, as the company expanded its enterprise customer base and continued to build distribution partnerships with major technology and services providers. Founder, Chairman and CEO D

Since Tim Cook took over as Apple's CEO in 2011, the iPhone maker's stock has soared more than 2,200%. Annualized, that gives investors a price move of about 23.5% a year, more than twice the annual gain of the Dow industrials and easily more than the S&P 500 and Nasdaq composite.

Big spending on AI is poised to continue well into 2027.

The stock market's sluggish summer heads into September focused on the Fed's mid-month rate policy meeting.

A major Wall Street analyst raised its price target hard after digging into one part of the earnings report.

Lambda Inc., an AI cloud-computing provider backed by Nvidia Corp., has raised about $1 billion of private short-dated debt for computing chips tied to its collaboration with Microsoft Corp.

The biggest issue for the Fed is what effect AI will have on employment. In the past, new general purpose technologies like AI have always destroyed some jobs, but created more than what was lost.

Microsoft (MSFT) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

IREN says that FY26 AI cloud capacity is largely sold out, putting delivery, funding and FY27 contracting in focus as ARR is set to top $4B by December.

Futures wavered while Treasury yields rose before Fed chief Kevin Warsh's Jackson Hole speech. Marvell, Affirm, PayPal are big movers.

Burry’s Nvidia calls gained 50% to 60% in under a day after the stock rallied about 9%.

IREN (NASDAQ:IREN) said it ended fiscal 2026 with $4 billion in contracted annualized recurring revenue, or ARR, for its 2026 capacity, including $1 billion that was operating following Microsoft’s acceptance of the Horizon 1 deployment. Co-Founder and Co-CEO Daniel Roberts said the company’s AI cl

The ETF milestone challenging the S&P’s biggest names

Nvidia broke out on earnings but didn't have coattails. Meanwhile several software stocks flashed buy signals on a trio of earnings. Fed chief Kevin Warsh's big speech looms.

Blowout second-quarter results sent Nvidia’s shares surging 8.7%, their steepest one-day jump since April 2025, adding $442 billion to the company’s market value. That trails only a $450 billion one-day gain by Microsoft in July as the largest such jump ever.

Concerns about the profitability of artificial-intelligence ventures, convoluted debt deals underpinning data centers, and the future of chip demand had left some on Wall Street worried that the AI trade was petering out. Then Nvidia arrived with a nearly half-trillion-dollar shot in the arm. The chip maker’s otherworldly growth has become so ingrained in Wall Street’s psyche that many investors expect the company to beat expectations, leaving shares sliding in six of the past eight post-earnings trading sessions.

23% That’s how much Salesforce’s shares jumped on Thursday. Big days for Salesforce, Nvidia, CrowdStrike and other tech stocks helped power the S&P 500 to a 0.7% gain. The tech sector overall soared 3.

With NVIDIA finally delivering its results, we've now heard from the entire Magnificent Seven group this earnings cycle. Overall results from the group again reflected strength, reinforcing why they remain top-tier stocks investors should have exposure to.

In an interview with CNBC, Dan Ives stated that Palantir and cybersecurity companies such as CrowdStrike could also benefit from broader enterprise adoption of AI.

Asian chip firms rallied Thursday following more blockbuster earnings from Nvidia that eased worries over the AI investment boom, though the euphoria was tempered by US data showing stubbornly high inflation.Nvidia is considered the bellwether for the AI spending frenzy, with its results largely determined by mega purchases from AI giants such as OpenAI, Amazon, Microsoft and xAI. The firm has led an eye-watering rally by tech firms over the past year and in October became the first to hit a mar

OpenAI is launching a second startup fund—this time pulling from its own balance sheet. An affiliate of the ChatGPT maker filed paperwork with the U.S. Securities and Exchange Commission on Wednesday indicating it has raised a $400 million sophomore fund. OpenAI launched its first startup fund, a $175 million haul, in 2021.

Artificial intelligence developer Anthropic PBC has committed $45 billion to lease AI cloud computing infrastructure from London-based Nscale.

Stocks wavered at the opening bell on Wednesday as investors assessed fresh inflation data and upcoming earnings from AI bellwether Nvidia.

​📈 Follow our live markets data and coverage. When tech companies started amping up spending on AI about three years ago, David Cahn, a venture capitalist at Sequoia Capital, asked a simple question: What was the gap between AI investment and the revenue generated from AI? It certainly won’t weigh on investors this afternoon, when Nvidia —the main chip supplier to the AI boom—reports quarterly results.