20+ hour, 9+ min ago   (866+ words) Nvidia is guiding toward 70% revenue growth next year thanks to scaling Blackwell and Vera Rubin CPU shipments. Broadcom expects its AI chip business to continue doubling through 2028 as the company continues to win demand from hyperscalers and frontier labs. While…...

12+ hour, 25+ min ago   (389+ words) Agentic AI is boosting sales of Dell's computer servers. RBC Capital Markets sees more gains ahead for Dell's stock owners. Shares of Dell (NYSE: DELL) jumped over 8% this past week after analysts highlighted the computer maker's strong artificial intelligence (AI)…...

12+ hour, 40+ min ago   (793+ words) Amazon Web Services revenue rose 37% year over year in the second quarter, the segment's fastest growth in 18 quarters. Taiwan Semiconductor's August revenue set a monthly record, up 53% year over year. Applied Digital's signed leases total about $36 billion in future rent,…...

20+ hour, 30+ min ago   (544+ words) Amazon remains a top cloud computing and e-commerce stock to own. Microsoft is seeing strong cloud and enterprise software growth. Meta's platform is a great AI flywheel, while its new AI agent could be a game changer. Billionaire hedge fund…...

14+ hour, 7+ min ago   (571+ words) ServiceNow said its AI products crossed $1 billion in annual contract value in the second quarter of 2026. Reaching $3 billion before 2029 implies about 55% annual growth. Management's own 2030 targets call for AI to reach 30% of the company's total annual contract value. When enterprise…...

15+ hour, 51+ min ago   (764+ words) Anthropic says authoritarian regimes used Claude AI for disinformation and surveillance. The company says it shut down the operations.Dado Ruvic/Reuters Authoritarian regimes around the world are deploying Anthropic’s Claude AI system to expand the disinformation and surveillance campaigns…...

15+ hour, 48+ min ago   (672+ words) Intrepid Growth Partners, an AI-focused financier co-founded by ex-Canada Pension Plan Investment Board chief executive officer Mark Machin, has raised US$525-million for its first fund. Intrepid Growth Partners, an AI-focused VC fund co-founded by (from left) Ajay Agrawal, Mike…...

1+ day, 3+ hour ago   (568+ words) Ever since January 2025, the Trump administration has made moves to boost the price of Bitcoin. Wall Street firms continue to promote Bitcoin as an investable asset class, helping it to go mainstream. Unlike other cryptocurrencies, Bitcoin does not have any…...

1+ day, 3+ hour ago   (588+ words) Nvidia and Broadcom are both poised to see strong revenue growth driven by insatiable demand for AI compute power. AMD and Arm Holdings both have big opportunities with CPUs and agentic AI. Marvell is well-positioned in custom chips and optical…...

1+ day, 32+ min ago   (638+ words) The market has an irritating habit of becoming comfortable only after much of the easy money has already been made. During a decline, investors wait for the bad news to stop. During a rally, they wait for prices to become…...