Amazon’s AI Spending Keeps Rising. Andy Jassy Says Memory Costs Drove $20 Billion Capex Increase.

Amazon has increased its planned capital spending for 2026 to about $220 billion, with CEO Andy Jassy citing higher AI memory ...

Two reasons why Nvidia's stock saw its biggest weekly surge in more than a year

Nvidia's stock rose on Friday to secure its best weekly performance in more than a year, following a major endorsement for its artificial-intelligence chips and further confirmation that hyperscaler ...

Take-Two's CEO predicts streaming will 10x gaming's install base within three years

Two's first-quarter fiscal 2027 earnings call, CEO Strauss Zelnick put a number on it: he expects cloud gaming to reach commercial, low-latency viability within three ...

Expert AI Investor: Wall Street Has it Wrong. Microsoft, Amazon, and Google Won’t Need Massive Amounts of Debt.

Gavin Baker, portfolio manager at Atreides Management and a closely followed voice on artificial intelligence infrastructure, ...

Meet the Low-Cost Vanguard ETF That Just Gained 11% Over 4 Days, Thanks to a Combined 33% Weighting in Nvidia, Microsoft, Micron, and Broadcom. Here's Why It's Still a Top Buy Now.

Microsoft gained 26.1% in just four sessions -- or a mind-numbing $757 billion in market value. That's like creating a company with a value equivalent to Advanced Micro Devices in less than a week, ...

AMD stock slips even as it makes an acquisition to compete with Nvidia

AMD shares fell about 2% even as the company unveiled its latest acquisition aimed at strengthening its position in the ...

Microsoft: No Dead Cat Bounce Here (Q4 Review)

Microsoft Corporation's Q4 strength, Azure acceleration, and Copilot monetization signal durable upside. Click here to read ...
The Next Web

‘Cherry-picking our tenants’: Ooredoo bets $800m on Indonesia’s first AI cloud

Qatar's Ooredoo is leading an $800m investment in Zankore, Indonesia's first dedicated AI cloud, alongside Nvidia, Nokia and ...

NVIDIA (NVDA) Is Evolving Beyond GPUs Into a Full AI Infrastructure Platform

Sands Capital, an investment management company, released its "Sands Capital Technology Innovators Fund" Q2 2026 investor ...

Could Taiwan Semiconductor Manufacturing (TSM) Be the Most Critical Bottleneck in the AI Chip Boom?

Sands Capital, an investment management company, released its "Sands Capital Technology Innovators Fund" Q2 2026 investor ...