Nate Wolf

The Claude developer’s revenue is growing fast—but perhaps not fast enough for a company targeting a $2 trillion valuation.

AMD shares fell 5.7% as CoreWeave’s bond selloff raised concerns about AI spending and demand for chips.

Amazon.com stock was the most owned name among hedge funds in September, trading data shows.

Anthropic researchers continue to publicize new safety risks posed by artificial-intelligence models ahead of the company’s highly anticipated IPO.

Apple stock finished with a market cap of $4.98 trillion after it released its new smart home lineup.

Meta Platforms says its new Muse Wonder models match leading rivals on public benchmarks, adding momentum to its AI push.

Microsoft will deploy the Maia 300 AI system in its Azure cloud-computing facilities starting in 2027.

Companies are spending millions on high-tech security, from facial recognition and drones to robot dogs, to keep away attackers.

Google’s new Gemini agent can complete tasks across workplace apps, intensifying competition with OpenAI and Microsoft for business customers.

Revere Securities, one of the top underwriters of foreign penny-stock IPOs, agrees to an $800,000 fine for failing to flag suspicious activity without admitting or denying the findings.

The chip-design and networking company is targeting $70 billion to $90 billion in revenue in fiscal 2031.

The red-hot chip stock sank after the CEO of SpaceX and Tesla hinted about who might be key players in his Terafab chip venture. Remember, Intel has a fallback called Google.

Last week’s drop is good news for investors wanting to get in, analysts say.

Western Digital and Seagate’s Japanese rival Toshiba plans to double its production capacity for drives used in AI data centers in fiscal 2027, Nikkei reports.

A federal court dismissed two lawsuits alleging that Google used monopoly power to break the “fundamental bargain” of the internet with its AI tools.

Google’s release of its Gemini 4 Argon model indicates Google intends to stay at the cutting-edge of AI development.

CoreWeave customers now have access to the Nvidia Vera Rubin NVL72, a complex AI platform Nvidia calls a “supercomputer.”

A Columbia Business School professor’s model suggests that nearly half of planned U.S. data-center capacity may never come online.

The chip maker’s massive stock repurchase plan reflects exactly where it’s at—the top of the AI heap, raking in dough. Other companies are having to spend big to get a piece in the future.

SK Hynix’s U.S. subsidiary could seek a valuation of as much as $150 billion, according to Reuters.