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Arm stock pushes higher as Bernstein initiates coverage with an “outperform” rating. Here’s why analyst David Dai sees ARM shares ripping higher from here as the year unfolds.
(Bloomberg) -- Nvidia Corp., the world’s most valuable company, delivered a sales forecast that drew a lukewarm reaction from investors, even as revenue from data center operators continued to surge. Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaIran Threatens to Retaliate Beyond Middle East If US AttacksHasbro Cancels Dungeons & Dragons Game From ‘Star Wars’ VeteranUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersUS Treasuries Rebound on Optimi
Nvidia forecast second-quarter revenue above Wall Street expectations on Wednesday, and announced an $80 billion share repurchase program. Shares of the company were marginally down in extended trading. The world's most valuable company expects revenue of $91 billion, plus or minus 2%, compared with estimates of $86.84 billion, according to data compiled by LSEG.
LONDON, May 20 (Reuters) - Google said it had rejected a request from two British unions for voluntary recognition but would negotiate with them via a state-backed conciliation service, delaying a potential statutory process that could force recognition. Under UK rules, the move opens a 20-working-day window, extendable by agreement, for talks on recognition.
Moby summary of Evogene Ltd.'s Q1 2026 earnings call
LONDON, May 20 () - Google < GOOGL.O> said it had rejected a request from two British unions for voluntary recognition but would negotiate with them via a state-backed conciliation service, delaying a potential statutory process that could force recognition.
LONDON, May 20 (Reuters) - Google < GOOGL.O> said it had rejected a request from two British unions for voluntary recognition but would negotiate with them via a state-backed conciliation service,
Waymo's vehicles are getting safer every day.
(Bloomberg) -- To judge by a key bond-market signal, the AI boom is only worsening Kevin Warsh’s inflation problem.Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersHasbro Cancels Dungeons & Dragons Game From ‘Star Wars’ VeteranNATO Is Starting to Consider Hormuz Mission to Protect ShipsUS 30-Year Yield Hits Highest Since 2007 as Selloff DeepensMeta Begins 8,000 Global Job Cuts in AI Efficiency PushThe incoming Federal Reserve chair previously lashed out at the ce
The big takeaway on Taiwan Semi, Google is updating search for AI era, Toll Brothers earnings show luxury homes are selling, and more news to start your day.
Artificial intelligence cloud computing startup Lamda on Wednesday said it has won a cloud contract with high-speed trading firm Hudson River Trading. Lamba, which is backed by Nvidia and raised $1.5 billion last year after signing a deal to provide Microsoft with access to Nvidia's chips, said the deal with Hudson River Trading will entail renting more than 1,000 of Nvidia's latest "Blackwell" systems to the trading firm, which Reuters last month reported had $12.3 billion in trading revenues last year. Lamda and Hudson River Trading did not disclose the financial terms of the deal.
May 20 (Reuters) - French defence group Thales and Alphabet's Google Cloud have signed a deal to launch a new European cloud service in Germany that will be operationally and legally independent from
French defence group Thales and Alphabet's Google Cloud have signed a deal to launch a new European cloud solution in Germany that will be operationally and legally independent from Google, the companies said on Wednesday. (Reporting by Gianluca Lo Nostro; Editing by Matt Scuffham)
AI’s big bucks go mostly toward computing gear like chips and servers in data centers. Should that trend persist, it could come to bite suppliers including chip giant Nvidia which reports quarterly results after the bell today. Nvidia can insulate itself from cost inflation by expanding offerings that don’t require as much in-demand memory, by passing on higher prices to customers and by inking longer-term deals with its own suppliers at lower prices.
(Bloomberg) -- For much of the year, chip stocks have been powering the market higher. Now, Nvidia Corp.’s earnings have a chance to confirm that the rally has more room to run — or add another brick to investors’ wall of worry.Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersNATO Is Starting to Consider Hormuz Mission to Protect ShipsHasbro Cancels Dungeons & Dragons Game From ‘Star Wars’ VeteranUS 30-Year Yield Hits Highest Since 2007 as Selloff DeepensBilliona
How does SpaceX make its money? SpaceX makes its money from subscriptions to its Starlink satellite internet service, rocket launches to put satellites and astronauts in space, as well as national security contracts to build and launch satellites. Who are SpaceX’s largest investors?
(Bloomberg) -- Meta Platforms Inc. is alerting thousands of employees that they’re being laid off, part of a previously announced restructuring aimed at improving efficiency and reducing costs while investing heavily in artificial intelligence.Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersNATO Is Starting to Consider Hormuz Mission to Protect ShipsUS 30-Year Yield Hits Highest Since 2007 as Selloff DeepensHasbro Cancels Dungeons & Dragons Game From ‘Star Wars’
(Bloomberg) -- Meta Platforms Inc. is alerting thousands of employees that they're being laid off, part of a previously announced restructuring aimed at improving efficiency and reducing costs while investing heavily in artificial intelligence.Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersNATO Is Starting to Consider Hormuz Mission to Protect ShipsUS 30-Year Yield Hits Highest Since 2007 as Selloff DeepensBillionaire Rinehart Bets $100 Million on US Defense St
(Bloomberg) -- Meta Platforms Inc. is alerting thousands of employees that they’re being laid off, part of a restructuring aimed at improving efficiency and reducing costs while investing heavily in artificial intelligence.Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersNATO Is Starting to Consider Hormuz Mission to Protect ShipsUS 30-Year Yield Hits Highest Since 2007 as Selloff DeepensBillionaire Rinehart Bets $100 Million on US Defense StocksTrump Says Holdin
Google and Blackstone have formed a joint venture to offer AI data center capacity, networking and computer hardware as a “compute-as-a-service product,” the asset manager said. The tie-up opens a new avenue in the rush of private equity into AI infrastructure, moving it beyond data centers and into the business of financing compute itself. Blackstone is making an initial $5 billion equity commitment, with the first 500 megawatts of capacity expected online in 2027, the firm said in a statement.
U.S. stocks retreated as investors debate tech valuations and worry that a prolonged Iran conflict will keep oil prices rising, pushing up inflation. The global bond selloff is intensifying, putting pressure on government finances and market valuations. Yields on 10-year U.S. Treasury notes rose for a third straight day, hitting their highest closing level since January 2025.
<p>The world's most valuable company reports Wednesday. Here's what's at stake for VOO, QQQ, and the AI trade.</p>
Intel (INTC) stock has lost about 19.17% since hitting its highest-ever closing price of $129.44 on May 11. It is currently trading at $104.62, according to Yahoo Finance at the time of writing, Tuesday morning, May 19. Intel repurchased Apollo’s (APO) equity interest in the joint venture related ...
Alphabet's AI research subsidiary, Google DeepMind, has finalized a deal to recruit more than 20 researchers from AI startup Contextual AI and license its technology, Bloomberg News reported on Tuesday, citing people familiar with the matter. DeepMind has agreed to pay about $100 million to Contextual as part of the agreement, while Contextual's co-founder and CEO Douwe Kiela is among those joining DeepMind, according to the report. Google and Contextual did not immediately respond to Reuters' requests for comment.
These megacap tech companies are poised to register meaningful gains from the successes of SpaceX.
Roughly $1.5 trillion has flowed into artificial intelligence deployment since the launch of ChatGPT in late 2022, according to Advisor Perspectives, a sum that matches the projected fiscal year 2027 U.S. defense budget. Amazon, Microsoft, and Google are projecting approximately $725 billion in ...
The tech firm highlights both Spark and Omni, a video-creation tool, at its annual developer conference.
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