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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?

(Corrects paragraph 10 to say BoE kept interest rates on hold at its last meeting) A look at the day ahead in European and global markets from Kevin Buckland As if markets haven't been volatile enough

(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.

Google launched its new Gemini 3.5 family of AI models at its I/O conference Tuedsay.

The new company gives enterprises a second route to Google's TPUs, with 500 megawatts targeted for 2027

Alphabet CEO Sundar Pichai will kick off Google's annual developer conference on Tuesday where the tech giant is expected to ‌reveal a flurry of artificial intelligence upgrades for consumers and coders. This year’s I/O conference in ‌Mountain View, California - traditionally Google’s flagship event for showcasing the cutting edge of its consumer-facing products - will be the company's ​first since last winter's major update to its Gemini AI model helped it regain ground in the AI race. Google parent Alphabet recently came within striking distance of Nvidia as the world’s most valuable company.

Blackstone Inc (NYSE:BX) and Alphabet's Google have announced a joint venture aimed at developing a new US-based company that will provide dedicated cloud infrastructure centered on Google’s Tensor Processing Units (TPUs). The planned company will offer data center capacity, operations,...

All three major US stock indexes were down in late-morning trading Tuesday, as the 30-year Treasury

Saudi Arabia-backed artificial intelligence company Humain has picked Goldman Sachs to advise on a financing package to build data centres in the kingdom that ‌could be worth at least 20 billion riyals, two sources with knowledge of the matter ‌told Reuters, as the firm races to expand capacity amid a regional AI push. The move illustrates how Saudi Arabia, like Gulf neighbours ​Qatar and the United Arab Emirates, is accelerating its AI build-out to capitalise on surging global demand for computing power. The country is also banking on cheap energy to power data centres - a powerful lure for hyperscalers such as Google, Microsoft and Meta that are driving AI adoption.

By Aditya Soni and Abhirami G May 19 (Reuters) - Microsoft's biggest data center in India is on track to open by mid-2026, its country head said on Tuesday, as the tech giant spends heavily to bolster

Futures fell as AI leaders Micron, Sandisk and more keep sliding. Home Depot beat views while Google I/O kicks off.

Investing.com -- Bank of America maintained a Buy rating and $320 price target on Nvidia ahead of the chipmaker’s fiscal first-quarter results due after the close on Wednesday, identifying five key debates likely to dominate investor focus beyond the headline beat-and-raise dynamics the firm expects.

The new U.S.-based company will sell access to Google's Tensor Processing Unit chips as a compute-as-a-service offering, with 500 MW of capacity targeted for 2027

The stock market has climbed a wall of worry since President Donald Trump returned to the White House on Jan. 20, 2025. Tariff fights rattled investors. Treasury yields spiked. Recession fears surfaced more than once. Yet the benchmark S&P 500 has still surged roughly 23.5% since Inauguration Day. That kind of resilience usually feels bullish. ... The Trump Bull Market Has a Very Dark Side That Could End Badly for Investors

Nvidia is expected to deliver another blockbuster earnings report on Wednesday, but a shift in how artificial intelligence is used is raising doubts on how long its dominance in AI chips ‌can last. After years of near-monopoly in chips used to train AI systems, Nvidia is facing competition from tech giants building their ‌own chips to capture demand that is shifting toward processors that run AI systems, respond to queries and carry out tasks in real time. This so-called inference market is ​much larger, but also more contested.

The AI chipmaker's stock surged on its open day of trading last week, and it's still well above its IPO price.

Booed commencement speakers, blocked data centers, plummeting poll numbers: The fast-growing industry has a faster-growing crisis.

May 18 (Reuters) - Alphabet's Google and Blackstone plan to launch an artificial-intelligence cloud company using Google's specialized chips, the Wall Street Journal reported on Monday, citing sources