CoreWeave, Inc. (CRWV) is a leading AI hyperscaler, benefiting from robust demand and strong partnerships with Nvidia and ...

“By running Gemini natively in Snowflake, customers can use Gemini models across all supported clouds via cross-region ...

On October 6, 2025, AMD and OpenAI announced one of the largest compute partnerships in modern Artificial Intelligence (AI). Under this deal, OpenAI plans to use up to six gigawatts of AMD Instinct ...

Despite incredible progress, the capabilities of artificial intelligence are still limited when compared against real-world expectations. We build complex models, run neural networks, and test ...

Wall Street analysts expect Microsoft to post solid gains over the next few years, with fiscal year 2026 (ending June 30, ...

Symbotic's contracted backlog of approximately $22.5 billion provides exceptional revenue visibility for years to come and ...

The underperformance isn't unique to this year. Since the end of 2020, Amazon's (AMZN) stock has underperformed the S&P 500 index SPX, rising 42.5% through Monday compared with the broader market's 83 ...

Tech’s founding prophets called the AI Revolution decades early, and got quite a few things wrong about it, finds Satyen K.

Global e-commerce giant Amazon reported strong third-quarter 2025 results in which both the top and the bottom lines exceeded ...

Microsoft (MSFT) is initiated at a sell rating due to heightened risk from deep financial and operational dependence on OpenAI.

According to research from Omdia, global spending on cloud infrastructure services reached $102.6 billion (€87.3bn) in Q3 2025, representing 25 per cent year- ...

OpenAI has gone wild with compute deals this year, committing to spend far more than its balance sheet can currently sustain. So who takes the fall if it can’t pay? It won’t be Altman. Over the last ...