Mega-Cap

Anthropic’s IPO prospectus reveals a deep infrastructure partnership spanning chip design, equipment leasing, compute supply and financing Broadcom (AVGO) has...

Revenue nearly quadruples as the global memory shortage and booming demand for high-bandwidth memory fuel record growth Micron Technology (MU)...

Chipmaker expands its AI ambitions with an all-stock acquisition focused on spatial intelligence, robotics and next-generation computing infrastructure Advanced Micro...

The AI chip giant raises its total repurchase authorization to $235 billion as strong cash generation gives Nvidia room to...

Starship reaches Earth orbit for the first time and completes its satellite deployment despite losing a Raptor engine during ascent...

xAI’s aggressive infrastructure buildout could more than double Colossus 2 computing capacity by year-end, highlighting continued demand for Nvidia’s latest...

Investors are warming to Meta’s aggressive AI strategy as enthusiasm around Muse helps shares overcome spending concerns and years of...

Chipmaker jumps more than 9% as investors pile back into AI stocks and semiconductor demand remains strong Advanced Micro Devices...

SpaceX shifts its AI infrastructure strategy toward reliability while expanding Starshield’s international defense footprint SpaceX (SPCX) shares moved higher Thursday...

Data center sales surge 117% as Nvidia forecasts $108 billion in third-quarter revenue and signals AI infrastructure spending remains strong...