Nvidia’s tentative deal to invest as much as $100 billion in OpenAI to help it build 10 gigawatts of data center capacity ...
Amazon investment OpenAI rumors point to a massive $50B deal as the AI giant seeks new funding beyond Microsoft.
The numbers tell the story: Microsoft’s Azure revenue growth slowed from 40% in Q1 to 39% in Q2. That might seem small, but when you’re spending $70+ billion in a single year and the market has priced ...
Members of the newspaper's union say they have been warned the company could cut as many as 300 jobs, although no announcement has been made.
Sandisk shares were jumping Frida and have more than doubled this year. The storage device maker reported fiscal ...
Microsoft Corporation faces a sharp post-earnings correction despite robust Q2 results and strong cloud momentum. Read more on MSFT stock here.
Though Apple turned in a spectacular quarter, its share price did not rise at all. Investor focus on the Magnificent 7 has ...
There may also be a more personal motive behind a SpaceX–xAI merger. Musk has had a contentious relationship with OpenAI and its CEO, Sam Altman, for years. Musk co-founded OpenAI but later left the ...
And for some, they have worked pretty well. The 2025 Trump Trade Index, an equal-weighted gathering of exchange traded funds ...
Microsoft signs $750M Perplexity cloud deal as shares drop 10% on weak Azure growth and margin guidance for Q2 FY26.
Giverny Capital Asset Management, LLC, an investment management company, recently published its fourth-quarter 2025 investor letter. A copy of the same can be downloaded here.
Trump endorsed a Senate deal yesterday that would fund most of the government through the end of the fiscal year. As CNBC's ...