As CoreWeave prepares to report Q4 earnings, the market's focus sharpens on the AI infrastructure firm that has become Nvidia's largest disclosed investment. With a soaring stock and a bold expansion plan, analysts are revisiting the thesis amid both optimism and legal headwinds.
A new IAB initiative aims to overhaul fragmented marketing measurement with interoperable standards, as a report warns AI could entrench opaque decision-making despite promising billions in unlocked value.
A sharp reversal in gold and silver prices, coupled with a slide in Bitcoin and Asian equities, rattled investors at the start of February, raising questions about the sustainability of recent market rallies.
Snowflake announces a strategic $200 million partnership with OpenAI to integrate its AI models natively into the data cloud platform. The move aims to let enterprises query and analyze proprietary data using natural language, intensifying competition in the AI-infused data management sector.
Meta Platforms' relentless investment in artificial intelligence infrastructure is set to drive capital expenditures to unprecedented levels in 2026, raising questions about long-term returns for the cash-rich tech giant.
A volatile January has underscored a stark shift for investors: political shocks emanating from Washington now pose a greater threat to portfolios than traditional economic or earnings concerns, reshaping risk calculus across global markets.
Apple's acquisition of Israeli AI audio startup Q.ai signals a deeper push into biometric wearables, as the tech giant reportedly reshuffles its 2026 roadmap to prioritize premium iPhones—including a long-rumored foldable model—while navigating ongoing component shortages.
Disney CEO Bob Iger confirmed that AI-generated videos from OpenAI's Sora will begin appearing on Disney+ within months, framing the move as an additive feature for short-form content while downplaying any ripple effects on the company's traditional film and TV pipeline.
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.
Amazon is negotiating a landmark investment of up to $50 billion in OpenAI, according to sources familiar with the matter. The move could position the tech giant as the lead investor in a funding round aiming to raise up to $100 billion ahead of a potential trillion-dollar IPO.
Microsoft's aggressive investment in AI infrastructure led to a sharp rise in capital expenditures, while its flagship Azure cloud service showed signs of moderating growth. The mixed results triggered a significant after-hours sell-off, raising questions about the near-term profitability of its AI ambitions.
As the AI arms race intensifies, Broadcom (AVGO) is emerging as a formidable challenger to Nvidia's dominance, fueled by a surging custom chip business and a compelling growth narrative that's catching Wall Street's eye.
The historic Williams Formula 1 team has entered a multi-year partnership with AI firm Anthropic, deploying its Claude AI as a strategic tool for engineering and race strategy. This deal marks a significant move as AI companies accelerate their push into elite sports sponsorships.
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.
Nvidia's landmark plan to invest up to $100 billion in OpenAI has stalled, with executives questioning the deal's structure and OpenAI's financial discipline amid a fiercely competitive AI landscape.
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.
While AI continues to fuel a historic market rally, a closer look reveals troubling signs of overheating, from staggering capital expenditures to questionable monetization and complex financial engineering.
As markets face significant pressure, certain portfolios tied to strategic commodities, resilient tech, and innovative crypto infrastructure are showing notable resilience. Analysts point to long-term thematic bets that are weathering the current storm.
A landmark investment proposal between AI titans Nvidia and OpenAI has stalled, with both companies reassessing terms amid internal concerns and a shifting competitive landscape, according to a Wall Street Journal report.
Despite posting impressive revenue and subscriber growth in 2025, Netflix faces a critical headwind: its share of viewer engagement is growing at a fraction of the overall streaming market's pace, signaling intensified competition for attention.
