News
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

Data center construction and AI backlash collide: How new state "moratoriums" actually work as governors vie for reelection.

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.

For much of the last year, Alphabet Inc. has been the Big Tech stock to beat as investors bet that it was the most-likely winner from the artificial intelligence boom.
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.

After a short stint at OpenAI, Zoph will become a vice president of research at Google, which has recently lost a string of high-profile researchers.

Researchers have raised concerns about the change’s effect on their independence and ability to detect threats from newest models.

One part of Alphabet’s AI story is getting harder to ignore

Nvidia (NVDA) reported another strong earnings report on Wednesday after the closing bell. Adjusted earnings per share (EPS) came in at $2.22 (compared to analyst estimates of $2.09), and revenue came in at $96.2B billion (compared to analyst estimates of $92.38 billion). Yahoo Finance's Josh Lipton and Breaking Business News Reporter Jake Conley take a closer look at the breaking numbers.

The main stock indexes failed to make big moves on Wednesday ahead of Nvidia's earnings report, while Meta settled a landmark social media case.

Nvidia (NVDA) reports second quarter earnings results after the closing bell on Wednesday. Bloomberg Intelligence head of technology research Mandeep Singh explains what markets need to see in the earnings print.

Aug 26 (Reuters) - Meta Platforms agreed to pay a maximum $16.68 billion as part of a settlement to resolve claims brought by states across the country that the company designed Facebook and Instagram

Aug 26 (Reuters) - Meta Platforms reached a settlement to resolve claims brought by states across the country that the company designed Instagram and Facebook to addict children, misled consumers

BEIJING/SINGAPORE, Aug 26 (Reuters) - China's Moonshot AI is negotiating revenue-sharing agreements with Microsoft, Amazon and Alphabet's Google that would allow the U.S. cloud giants to host its

Companies and regulators are struggling to determine who is responsible when things go wrong.

Meta Platforms Inc. and state attorneys general have discussed a possible mid-trial settlement of a blockbuster case accusing the company of deliberately designing Facebook and Instagram to addict teens, people familiar with the matter said.
Chris Malone’s exit adds to a string of senior departures as OpenAI reshuffles its infrastructure team and prepares for a potential IPO.

Moor Insights & Strategy founder, CEO, and chief analyst Patrick Moorhead speaks with Josh Lipton about what Nvidia's (NVDA) margins and balance sheet may be conveying about the chip giant ahead of its second quarter earnings release on Wednesday, August 26.

An OpenAI executive helping to oversee the AI developer’s data center buildout, Chris Malone, has left the company.
Marvell AI Opportunity Gains Steam as Susquehanna Lifts Target to $265
Options traders are pricing in a double-digit move.

Anthropic is likely to tell investors that it sees its total addressable market (TAM) exceeding $30 trillion, ahead of the $28.5 trillion estimate from SpaceX, the Wall Street Journal reported on Tuesday. TAM is the annual revenue opportunity available if a product or service achieved 100% market share in its relevant market. Here are a few details: • To quantify its TAM, Anthropic is looking at the full scope of work that could be completed with AI models, WSJ said.

D.A. Davidson Head of Technology Research Gil Luria talks with Yahoo Finance Senior Reporter Brooke DiPalma about how traders should approach Nvidia (NVDA) ahead of its latest earnings report after enduring its longest losing streak since 2022.

Plus, Nvidia puts $6 billion more behind open-weight models, and rare-book dealers are conflicted about AI-era sales boost.

Aug 25 (Reuters) - Self-driving technology company Waymo said on Tuesday it would begin testing its autonomous vehicles in Munich in the coming weeks, laying the groundwork for a commercial ride-

By Mike Scarcella WASHINGTON, Aug 25 (Reuters) - Alphabet's Google on Tuesday expanded its Gemini Enterprise artificial intelligence platform with new tools for lawyers and law firms, accelerating a


