News
AI, at newsroom pace.
MARKET
Meta launches cloud business to sell excess AI compute capacity; stock +8%
MARKET
Emerging markets tech stocks lead H1 2026; US Big Tech up 19.4% vs emerging markets +90%
INDUSTRY
Half of AI-Driven Layoffs Will Be Reversed by 2026
MARKET
Model Context Protocol hits 97M monthly SDK downloads; 78% of enterprise AI teams in production
MARKET
Alphabet joins Dow Jones after +4% Monday pop, but stock tracking worst month since Feb 2025 amid AI headwinds
MARKET
Micron guides $50B Q4 revenue, 86% margins; signs 16 strategic customer agreements worth ~$100B
MARKET
79% of global AI data center capacity faces elevated climate hazard risk; operators shift to rural, extreme-weather zones
MARKET
TSMC warns AI chip shortage to persist into 2027; signals 15% 3nm price increase H2 2026
MARKET
Google, Blackstone form $5B TPU cloud venture; 500 MW online 2027 as Alphabet challenges Nvidia dominance
MARKET
NVIDIA projects $1 trillion AI infrastructure demand through 2027; doubles prior forecast
MARKET
AMD shares surge to record high; Wells Fargo raises PT to $615, sees Venice CPU outshipping Nvidia Vera in 2027
MARKET
Companies regretting AI layoffs are rehiring as systems prove unable to operate without human oversight
MARKET
NVIDIA Inference Stack Reduces Token Costs by Up to 5x on Blackwell in One Month
MARKET
SpaceX raises $25B in debt after IPO; poses diversification challenge for investors holding both equity and bonds
MARKET
SoftBank commits €75 billion to build 5 GW of AI data center capacity across France through 2031
MARKET
Samsung HBM4 revenue tops $1 billion; targets $10 billion run-rate by end-2026
MARKET
CoreWeave joins Nasdaq-100 just 15 months post-IPO; GPU cloud provider valued at $64B+ with $56B revenue backlog
MARKET
BIS warns AI bust could ripple into credit; hyperscalers shift from cash-flow to debt financing