Software
AMD Hits Fresh Highs as Meta Muse Fuels AI Agent Demand
Growing adoption of personal AI agents could shift more computing workloads toward CPUs, benefiting AMD and Intel AMD (AMD) shares...
Broadcom Emerges as Key Anthropic Partner With Up to $42 Billion in AI Financing
Anthropic’s IPO prospectus reveals a deep infrastructure partnership spanning chip design, equipment leasing, compute supply and financing Broadcom (AVGO) has...
Micron Beats Earnings Estimates, Delivers Strong Guidance as AI Memory Demand Surges
Revenue nearly quadruples as the global memory shortage and booming demand for high-bandwidth memory fuel record growth Micron Technology (MU)...
Nvidia Unveils Record $150 Billion Stock Buyback as Huang Signals Confidence
The AI chip giant raises its total repurchase authorization to $235 billion as strong cash generation gives Nvidia room to...
Musk Plans Massive xAI Expansion as Colossus 2 Targets 1.2 Million Nvidia Chips
xAI’s aggressive infrastructure buildout could more than double Colossus 2 computing capacity by year-end, highlighting continued demand for Nvidia’s latest...
Meta Stock Roars Back as Muse AI Fuels Best Monthly Rally Since 2013
Investors are warming to Meta’s aggressive AI strategy as enthusiasm around Muse helps shares overcome spending concerns and years of...
Qualcomm Expands Physical AI Push With PickNik Robotics Acquisition
Investors are warming to Meta’s aggressive AI strategy as enthusiasm around Muse helps shares overcome spending concerns and years of...
Qualcomm Expands Physical AI Push With PickNik Robotics Acquisition
Deal brings the widely used MoveIt robotics platform closer to Qualcomm’s Dragonwing ecosystem as the chipmaker targets the next generation...
IonQ Shares Rise After Breakthrough in Real-Time Quantum Error Correction
New decoder runs on a standard CPU, potentially removing a major obstacle to scalable fault-tolerant quantum computing IonQ (IONQ) shares...
CoreWeave Brings Multi-Rack Nvidia Vera Rubin Cluster Online for Agentic AI
CoreWeave expands its next-generation AI infrastructure, connecting hundreds of Nvidia Rubin GPUs into a unified high-performance cluster. CoreWeave ($CRWV) has...
