Alaska Air Group unveils a major operational overhaul, opening a new $200 million Global Training Center while finalizing the integration of Hawaiian Airlines. The moves signal a strategic push to streamline operations and bolster competitiveness against larger rivals.
Facing ongoing labor disputes, Starbucks unveils a massive investment in new espresso machines, AI-assisted POS systems, and a store rating program aimed at streamlining operations and improving the partner experience.
As YouTube emerges as a key AI training data source, Reddit navigates a complex web of challenges: protecting its community brands, defending ad revenue against TikTok and AI search, and proving the value of its data licensing strategy to investors.
The Trump administration's AI Action Plan sets a strategic direction, but analysts argue its success hinges on aggressive private sector investment in workforce training to avoid leaving millions of workers behind in the coming technological shift.
Oracle is launching a massive $45-$50 billion capital raise to aggressively expand its cloud infrastructure, fueled by long-term contracts with AI giants like OpenAI, NVIDIA, and Meta. The move underscores the fierce competition in the cloud arms race, even as the company's stock faces recent headwinds.
Phillip Securities initiates coverage of Palantir Technologies with a Buy rating, citing its AI software segment's robust growth and significant market expansion potential. A new partnership with Innodata aims to enhance Palantir's rodeo analysis platforms through advanced data services.
BofA Securities has trimmed its price target for Uber Technologies, citing near-term uncertainties in the autonomous vehicle sector, even as the company launches a new internal data initiative aimed at accelerating AV development.
Twist Bioscience kicks off fiscal 2026 with robust growth, reporting a 17% year-over-year revenue increase to $103.7 million. The company credits its semiconductor-based DNA synthesis platform and surging demand from AI-enabled drug discovery programs as key drivers, while reiterating its path to adjusted EBITDA breakeven within the year.
As the AI infrastructure race accelerates, Nvidia's relentless innovation cycle and commanding market position point to sustained growth, with data center spending projected to reach trillions annually by 2030.
As tech giants scramble to curb soaring AI costs, a strategic pivot toward custom silicon is reshaping the competitive landscape, with Broadcom's design prowess and TSMC's manufacturing dominance creating a powerful new axis of influence.
Bahrain's Tarabut, a regulated open banking platform, acquires AI engineering specialist Servable to embed advanced financial AI capabilities—from risk assessment to fraud detection—directly into its infrastructure for banks and fintechs across the Middle East.
Applied Digital is making a decisive pivot from cryptocurrency mining to high-performance AI data center infrastructure, securing major long-term leases and breaking ground on a new campus designed for large-scale AI workloads, as demand for specialized compute power surges.
With backing from tech giants and a $2.5 billion valuation, Austin-based startup webAI is pioneering a radical shift: moving AI processing from massive, energy-hungry data centers directly to personal devices, promising greater efficiency, privacy, and user control.
Alibaba Group has pledged 3 billion yuan ($431 million) to promote its Qwen AI app during the upcoming Lunar New Year holiday, significantly outpacing similar campaigns by rivals Tencent and Baidu and marking a major escalation in China's competitive AI landscape.
The FDA has cleared Intuitive Surgical's latest robotic system for use in certain heart surgeries, marking a strategic expansion into one of healthcare's largest and most complex service lines and potentially reshaping hospital capital planning for robotics.
Western Digital leverages strong quarterly results and new customer deals to outline its long-term AI storage strategy at its Innovation Day event, as investors weigh its positioning in the booming data infrastructure market.
In a strategic move to solidify its position in the booming AI data center market, Amphenol has struck a deal to acquire CommScope's Connectivity and Cable Solutions division, marking one of its most significant acquisitions to date.
Meta CEO Mark Zuckerberg's forecast of a major AI infrastructure build-out through 2026 suggests continued robust spending on Nvidia's hardware, reinforcing the chipmaker's central role in the ongoing tech boom.
In a revealing moment during Tesla's earnings call, Elon Musk disclosed that his Saturdays are dedicated to the company's next-generation AI5 chip project, signaling a fundamental strategic shift from automaker to vertically integrated AI hardware powerhouse.
Shares of Applied Optoelectronics (AAOI) soared to a record high Friday, driven by analyst optimism over its critical role in powering AI data centers with advanced laser technology.
