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AI Bears' Market Excess Concerns Valid, But Trade Timing Questioned

AI Bears' Market Excess Concerns Valid, But Trade Timing Questioned

AI Bears' Market Excess Concerns Valid, But Trade Timing Questioned
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David Tepper's Appaloosa Management Increases Amazon Holdings, Reflecting Confidence in E-commerce and Cloud Growth

David Tepper's Appaloosa Management Increases Amazon Holdings, Reflecting Confidence in E-commerce and Cloud Growth

David Tepper's Appaloosa Management Increases Amazon Holdings, Reflecting Confidence in E-commerce and Cloud Growth
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U.S. AI Data Center Boom Faces Supply Chain Risks from China-Linked Hardware

U.S. AI Data Center Boom Faces Supply Chain Risks from China-Linked Hardware

U.S. AI Data Center Boom Faces Supply Chain Risks from China-Linked Hardware
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Amazon CEO Andy Jassy Prioritizes Long-Term Data Center Monetization Amidst Increased Capital Expenditure

Amazon CEO Andy Jassy Prioritizes Long-Term Data Center Monetization Amidst Increased Capital Expenditure

Amazon CEO Andy Jassy Prioritizes Long-Term Data Center Monetization Amidst Increased Capital Expenditure
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Peter Thiel's Fund Makes Amazon Top Holding, Citing AI and Cloud Growth

Peter Thiel's Fund Makes Amazon Top Holding, Citing AI and Cloud Growth

Peter Thiel's Fund Makes Amazon Top Holding, Citing AI and Cloud Growth
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AI Talent Deals Face Antitrust Scrutiny Under Clayton Act Section 7

AI Talent Deals Face Antitrust Scrutiny Under Clayton Act Section 7

AI Talent Deals Face Antitrust Scrutiny Under Clayton Act Section 7
TheStreet TheStreet
Jim Cramer explains Palantir, Salesforce rebound

Jim Cramer explains Palantir, Salesforce rebound

Two battered software giants just delivered a warning to bears
TheStreet TheStreet
New Nvidia deal sends critical signal to one global tech giant

New Nvidia deal sends critical signal to one global tech giant

Nvidia just made its biggest direct bet outside the U.S., and MediaTek is the reason why.
Reuters Reuters
Microsoft reveals Azure cloud sales in financial reporting shift

Microsoft reveals Azure cloud sales in financial reporting shift

By Stephen Nellis SAN FRANCISCO, Sept 2 (Reuters) - Microsoft on Wednesday reported sales from its Azure cloud computing unit on a quarterly basis for the first time, providing a direct comparison to its top rivals Amazon.com and Alphabet's Google as the three compete in the computing market amid an
Reuters Reuters
Microsoft to reveal Azure cloud sales in financial reporting shift

Microsoft to reveal Azure cloud sales in financial reporting shift

By Stephen Nellis SAN FRANCISCO, Sept 2 (Reuters) - Microsoft said on Wednesday it will start reporting sales from its Azure cloud computing unit on a quarterly basis, providing a direct comparison to its top rivals Amazon.com and Alphabet's Google as the three compete in the computing market amid
Reuters Reuters
S&P 500, Dow rise as AI boost counters US-Iran tensions

S&P 500, Dow rise as AI boost counters US-Iran tensions

By Niket Nishant and Tharuniyaa Lakshmi Sept 2 (Reuters) - The benchmark S&P 500 and the blue-chip Dow indexes rose on Wednesday, as investors weighed renewed U.S.-Iran clashes against signs of strength in the AI trade.
Reuters Reuters
Nvidia to buy Hugging Face for nearly $13 billion in big bet on open AI models

Nvidia to buy Hugging Face for nearly $13 billion in big bet on open AI models

Sept 3 (Reuters) - Nvidia will buy popular developer platform Hugging Face for $12.93 billion, betting that support for open AI models will drive future demand even as its biggest customers develop their own chips to reduce reliance on the semiconductor giant.