Adam Levine

Cerebras Systems stock has had a wild ride in a crowded field. But its Wafer-Scale Engine shows promise as AI enters a new era.

Nvidia and Intel are trying to solve two very different problems, though both are tied to the AI data-center boom. 

The social media platform is on a blitz to position itself as the humanist AI company.

CoreWeave’s rapid sales growth is fueled by a growing backlog, now up to $130 billion from $99 billion at the end of March.

For most tech earnings, good wasn’t good enough. But it’s still possible to impress skeptics.

The stock was down 21% in after-hours trading.

Alphabet’s stock fell after AI pioneer Jeff Dean and several top researchers departed Google as the company also announced changes to DeepMind’s leadership.

Big companies have long-term commitments totaling $2.7 trillion, filings show. Leading the pack is Google’s parent, Alphabet. 

AMD reports solid but unspectacular second-quarter earnings.

Shares of Palantir Technologies rose sharply in late trading on Monday after the company reported strong second-quarter earnings results.

Microsoft and Amazon earnings offered hope the AI trade remains alive. Plus, good news for software.

Its AWS cloud service will play an outsized role in the company’s results.

Microsoft is soaring and Meta is tumbling. It all comes down to cash flow and capex.

The closely watched sales growth rate in the company’s Azure cloud unit was 43% versus expectations of 40%.

SK Hynix revenue for the quarter reached 79 trillion Korean won, well short of expectations of 84 trillion won, but up 257% on the year.

It's acting as a combination of venture capitalist and central bank for the most important AI companies. The rewards outweigh the risks.

Alphabet stock sank after earnings because of the company’s massive Al capex. The punishment ignores what all that money is for: Google Cloud’s AI servers.

AMD says its chips are superior to Nvidia, Intel, and Arm offerings. It is out-of-character bravado for the firm.  

Its shares were up in after-hours trading, after closing down 6.5% during regular trading.

Palo Alto Networks, CrowdStrike and Okta have benefited from cybersecurity threats posed by AI, and are trading at high multiples.