News

Cerebras is partnering with Amazon and OpenAI while excluding Nvidia from its supplier strategy.

On the back of strong confidence from hedge funds and Wall Street, Amazon.com, Inc. (NASDAQ:AMZN) is one of the best AI infrastructure stocks, with upside potential of 16.4%. Amazon.com, Inc. (NASDAQ:AMZN)’s cloud business has already served as the backbone of the AI buildout. Yet a ten-year, $100 billion commitment from Anthropic indicates that growth is […]

Four days. That is the gap between Anthropic closing a $65 billion Series H round at a $960 billion post-money valuation and the company confidentially submitting draft IPO paperwork to the SEC, according to Bloomberg Businessweek’s Ed Ludlow. That speed alone tells you something about how AI capital markets are operating right now. In March, ... $960 Billion: Anthropic Beats OpenAI to the IPO Filing in a Race That Could Reshape AI Investing

Every company that runs away with a market eventually needs one thing it can never admit to wanting: a real rival. Competition is what keeps a leader sharp, keeps customers from feeling trapped, and keeps regulators from circling. A monopoly looks great on a spreadsheet and terrible in a headline. ...

Artificial intelligence has turned semiconductor stocks into the market’s biggest winners. Nvidia (NASDAQ:NVDA), Broadcom (NASDAQ:AVGO), Advanced Micro Devices (NASDAQ:AMD), and other chipmakers have captured investors’ attention as demand for AI infrastructure continues to climb. But what if one of the fastest-growing chip businesses isn’t actually a semiconductor company at all? That’s the question investors should ... Amazon’s $50 Billion Chip Secret: Why It Could Become Nvidia’s Biggest AI R

A portable power station is a household essential that everyone should own, especially during the warmer months. It can be used in case of emergencies during power outages, common during summer storms, but it's also versatile enough to use as a power source for DIYers working with heavy-duty power ...

Palantir Technologies (PLTR) and Amazon-backed (AMZN) Anthropic are better viewed as complementary p

Broadcom's (AVGO) fiscal Q2 results and Q3 guidance only modestly exceeded Street expectations, but

Pinterest Inc. (NYSE:PINS) has entered into a cloud services agreement worth $4 billion with Amazon Web Services (AWS), securing infrastructure support through 2031 in what represents the largest technology commitment in the company’s history.

Dell's recent stock rally helped propel CEO Michael Dell up the ranks of the world's richest people.

Elon Musk spent the last two years pushing Grok and feuding with OpenAI. The host of The AI Daily Brief argues he has quietly changed jobs. SpaceX is now functioning as a “neo cloud” by providing both Colossus-1 and Colossus-2 data centers to Anthropic’s Claude, which has been “severely compute constrained throughout the year.” The ... Elon Musk’s New Role: Why SpaceX Just Became a ‘Neo Cloud’ for Anthropic

S4 Capital (LON:SFOR) told shareowners at its annual general meeting that trading remains pressured by macroeconomic uncertainty and client caution, while management said cost controls, working capital discipline and AI-driven offerings are supporting margin improvement and debt reduction. Founder

Not all "Magnificent Seven" names are in favor.

Broadcom downgraded, UnitedHealth upgraded: Wall Street's top analyst calls

Months after calling Mythos one of the most dangerous models on the planet, Anthropic announced it was expanding access to 150 new organizations across 15 countries.

The hosts of The AI Daily Brief dropped a line this week that should reframe how every investor thinks about the AI capex cycle. “Part of the reason that they were opposing Anthropic’s plan to expand access to Mythos was that they knew that there was a token shortage and they didn’t want other people ... The White House Is Now Hoarding AI Tokens: How Government Compute Competition Reshapes the AI Trade

Layoff Anger Adds Pressure To Big Tech Spending

Cerebras Doubles Down on Amazon, OpenAI Deals While Shutting Out Nvidia

Electricity demand in Texas grew 9% in recent months, nearly five ‌times the U.S. average, driven by the expan...

On May 22, 2026, Amazon.com reported the results of its May 20 annual meeting, where multiple shareholder proposals on climate reporting, board leadership, charitable partnerships, and director accountability all failed by wide margins. The decisive rejection of these governance and climate-related resolutions highlights strong shareholder support for Amazon’s current board structure and disclosure approach, even as broader debates about AI, data centers, and sustainability intensify...

Pinterest ‌said ​on Thursday ‌it ⁠would ⁠pay ​Amazon ​Web ​Services $4 ‌billion for ‌using ​its ​cloud ​services ‌through ​2031. (Reporting ​by ​Jaspreet ‌Singh ​in ​Bengaluru)

Shopify Inc. has announced a significant increase in its share repurchase program, authorizing an additional $3 billion for the repurchase of Class A subordinate voting shares, raising the total to $5 billion. This move reflects the company's confidence in its business stability and future prospects, supported by strong operating cash flow and a robust balance sheet. The buyback program, which provides a flexible approach to capital allocation, may be executed through various methods,...

Engineers back calls for more oversight as AI infrastructure expands.

Stock Market Today: The Dow Jones index rose Thursday ahead of jobless claims. Broadcom and CrowdStrike plunged on earnings.

The next-generation Proteus responds to plain-language prompts and can operate across warehouse floors, not just dock areas

Alphabet Inc. (NASDAQ:GOOGL) was among the stocks Jim Cramer talked about as he discussed the recent rally in several AI-related stocks. Cramer mentioned the company raising money and its competition with others, as he remarked: I saw that Amazon and Alphabet were pointedly absent among the winners. That’s right. Although Jensen did mention that Alphabet […]

The investment into its online grocery business came amid a raft of announcements at an Amazon event in Dartford.

Amazon on Thursday unveiled an upgraded AI-powered mobile robot for its warehouses that can ‌respond to conversational prompts, as part of a €10 billion ($11.6 billion) investment ‌in its European fulfilment network. The ⁠new version, due in Europe in the first half of 2027, can operate across warehouse floors and marks a ⁠shift in how employees interact with robots. Amazon also showcased STARK, ​a robotic tote-handling system first ‌piloted in Barcelona and set to roll out to 15 European sites by 2027, and Vulcan, its first robot with a sense of touch.

Cerebras has no business tie-up with Nvidia yet, Andrew Feldman confirmed.

(Bloomberg) -- Cerebras Systems Inc. plans to cooperate with a wide variety of suppliers of AI data center components, opening the way for further partnerships that mirror its agreement with Amazon.com Inc.Most Read from BloombergTrump Begins Rebuilding His Tariff Wall, Citing Forced LaborRepublican-Led House Votes to Stop Iran War, Rebuking TrumpTrump to Get Audit Immunity as $1.8 Billion Fund in DoubtRussia Finance Officials Tell Putin War Spending Is UnaffordableTikTok Billionaire Overtakes M