As the AI ascendency moves further into the new year, new themes, surprises, breakthroughs, and perhaps market-moving ...
One analyst warns of the potential for even more pressure on automotive gross margins. But another says moonshot ventures ...
Wall Street opens up on relief Meta and Microsoft kept their AI spending plans even as their earnings come in mixed. Next up, Apple after the close.
The semiconductor equipment maker posted earnings of 91 cents a share on revenue of $4.38 billion for the quarter, beating ...
Key tech stocks were a mixed bag in early trading Thursday after executives at Meta and Microsoft said they plan to keep ...
Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle and ...
Global investors are worried the emergence of a low-cost Chinese AI model will threaten the dominance of AI leaders.
Microsoft and Salesforce could see greater adoption of their AI offerings if they pass cost savings on to customers. And ...