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3M finds a surprising role in the AI data-center boom

3M finds a surprising role in the AI data-center boom

3M’s stronger quarter highlighted a small optical-connectivity business tied to Microsoft Azure data centers.
TheStreet TheStreet
Oracle stock makes rattling move after major setback

Oracle stock makes rattling move after major setback

Oracle (ORCL) has spent two years telling Wall Street it can build AI infrastructure faster than anyone else.  A land commissioner in New Mexico just made that harder. On Monday, Oracle stock fell about 3.5% to a fresh 52-week low, trading near $122 after touching $120.03 earlier in the day. ...
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9 AI Signals to Watch Inside Every Google Earnings Report

9 AI Signals to Watch Inside Every Google Earnings Report

A guide to decoding Google's quarterly earnings for the key signals of its AI progress, from capital expenditures to Gemini model adoption.
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SpaceX Expands into AI Infrastructure with Government Partnerships

SpaceX Expands into AI Infrastructure with Government Partnerships

SpaceX Expands into AI Infrastructure with Government Partnerships
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8 Infrastructure Questions Google Earnings Raises for AI Teams

8 Infrastructure Questions Google Earnings Raises for AI Teams

Google's massive AI spending reveals critical infrastructure questions that every technology team and investor should be asking right now.
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Why 7 mistakes analysts make when reading google earnings for AI signals

Why 7 mistakes analysts make when reading google earnings for AI signals

Learn the seven common errors analysts make when interpreting Google's earnings for signs of AI progress, from misreading CapEx to ignoring key talent signals.
Reuters Reuters
Alphabet's Gemini delay, spending worries loom over earnings

Alphabet's Gemini delay, spending worries loom over earnings

By Deborah Mary Sophia and Rashika Singh July 21 (Reuters) - Alphabet faces heightened scrutiny from investors as a delay in the launch of a model key to its AI ambitions adds to worries over the payoff from massive data-center spending, months after raising expectations with a blockbuster quarter
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12 AI Business Questions Google Earnings Can Help Answer

12 AI Business Questions Google Earnings Can Help Answer

As Alphabet reports its earnings, investors are looking for answers on AI spending, monetization, and its impact on Search and Cloud.
AP News AP News
China's new AI model halts new subscriptions as demand swamps capacity

China's new AI model halts new subscriptions as demand swamps capacity

The Chinese AI model Kimi K3 has suspended new subscriptions after overwhelming demand pushed its capacity close to its limits
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Tesla, Alphabet, Intel, GM: Key Earnings to Watch This Week

Tesla, Alphabet, Intel, GM: Key Earnings to Watch This Week

Tesla, Alphabet, Intel, GM: Key Earnings to Watch This Week
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Moonshot AI Temporarily Halts New User Subscriptions Due to Overwhelming Demand for Kimi K3 Model

Moonshot AI Temporarily Halts New User Subscriptions Due to Overwhelming Demand for Kimi K3 Model

Moonshot AI Temporarily Halts New User Subscriptions Due to Overwhelming Demand for Kimi K3 Model
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GeneDx Holdings Corp. Faces Securities Fraud Class Action Over Fabric Genomics Acquisition

GeneDx Holdings Corp. Faces Securities Fraud Class Action Over Fabric Genomics Acquisition

GeneDx Holdings Corp. Faces Securities Fraud Class Action Over Fabric Genomics Acquisition