Investors have a fickle relationship with Micron after repeatedly getting burned by the cyclical memory business. Why this time is different.
4 minute read
A state court jury in Los Angeles awarded $3 million to a woman who said addictive design in social media apps caused her mental health to spiral downwards as a child.
3 minute read
Arm unveils its first-ever data center CPU, developed in collaboration with Meta. That isn’t the reason shares are rising.
4 minute read
Tuesday’s selloff could be a sign that the market was back to fretting about how artificial intelligence could upend the industry.
3 minute read
Micron Technology’s shares were up in after-hours trading.
4 minute read
It took years for Wall Street to fully appreciate Apple’s ecosystem. A similar reckoning could renew the rally in Nvidia stock.
4 minute read
As the AI boom took off, Nvidia’s GPU chips were the obvious choice. Our new inference phase changes the equation.
3 minute read
Shares have been hammered by AI fears, but there’s a different story to be told: Microsoft has spent years preparing for this moment.
Long Read
It isn’t just oil that’s at risk in an extended war. Key chip-making ingredients like helium and bromine come from the Middle East—as does an increasing amount of AI funding.
3 minute read
Oracle’s cloud segment, which now represents over half of the company’s sales, grew 44% from a year ago, to $8.9 billion.
3 minute read
AI agents like Claude Cowork have terrified investors, but Salesforce’s early response is encouraging.
4 minute read
CrowdStrike reported better-than-expected fourth-quarter results. Investors have been weighing AI disruption risks and the cybersecurity firm’s push to address emerging threats.
2 minute read
Amazon Web Services will be the exclusive third-party cloud distribution partner for OpenAI Frontier.
3 minute read
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