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Last updated about 2 hours ago

Europe at 'fork in the road' between AI competition and climate: fund managers

about 2 hours ago

As power-hungry infrastructure scales and demand for electricity surges, friction between competition...

One year on from the UK's grand AI plan: has its infrastructure buildout been a success?

about 2 hours ago

Hefty financial commitments from tech giants are positive signals, but big challenges...

New NASA boss Isaacman says U.S. will return to the moon within Trump's term

about 10 hours ago

New NASA administrator Jared Isaacman said that the U.S.'s return to the...

Nvidia-Groq deal is structured to keep 'fiction of competition alive,' analyst says

about 13 hours ago

Groq's description of its Nvidia deal as a "non-exclusive licensing agreement" mimics...

Nvidia's Groq deal, S&P's winning week, leather tariffs and more in Morning Squawk

about 20 hours ago

Here are five key things investors need to know to start the...

Oracle shares on pace for worst quarter since 2001 as new CEOs face concerns about AI buildout

about 21 hours ago

Investors want to know if Oracle, under new CEOs Clay Magouyrk and...

Google is rolling out a new feature allowing users to change their Gmail address

about 24 hours ago

Google says it is rolling out a feature that lets users change...

Wall Street wrote off Palantir as too expensive. Retail investors can't get enough

2 days ago

The stock, which made its market debut in 2020, is an indisputable...

Monetizers vs manufactures: How the AI market could splinter in 2026

2 days ago

AI infrastructure firms are set to win from the evolution of once...

Exclusive: Nvidia buying AI chip startup Groq for about $20 billion in its largest acquisition on record

2 days ago

Nvidia is making its largest purchase ever, acquiring nine-year-old chip startup Groq...

Here's what would it take for an Amazon stock comeback in 2026

3 days ago

After a year defined by worries about cloud growth and tariff impact...

These 5 infrastructure stocks have more than tripled this year on the AI trade

3 days ago

While Nvidia has been the biggest infrastructure winner during the AI boom...