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This massive buyback comes amid surging usage of Salesforce's AI products.
The company has partnerships with two large defense and aerospace companies.
The right investment can build life-changing wealth over time.
Cerebras Systems slumped over 18% premarket on Thursday after it missed key estimates despite soaring cloud revenue, raising doubts about the ability of its AI chips to challenge Nvidia. Expectations were high for AI-linked companies including Cerebras and networking equipment maker Cisco, given the strong run-up in shares driven by Big Tech's ballooning spending, set to cross more than $740 billion for this year. Here are some details: • Cerebras, in its second earnings report as a public company, offered a mixed picture as it increasingly derived revenue from cloud computing rather than its AI chips.
Investing.com -- Bank of America raised its forecast for the server CPU market, saying the rise of AI agents is expanding the opportunity for central processing units in data centers.
Billionaire hedge fund manager David Tepper just made his single biggest portfolio bet, and it bypasses the obvious AI chip play entirely. The stock he chose tells you exactly how he expects the AI infrastructure cycle to pay off.
Two AI infrastructure stocks both erupted on earnings day, but the businesses behind those moves share almost nothing in common. Picking the right one means understanding which trade-off you can actually live with.
Wall Street analysts made bold moves Thursday, slashing targets on some names while dramatically upgrading others, and the gap between winners and losers tells a story about where smart money is quietly repositioning ahead of the next market move.
External factors have been weighing on Sandisk stock lately, but the memory specialist can still step on the gas.
SpaceX's post-earnings collapse wiped out a fortune most billionaires never accumulate, and then the rebound did something almost no one expected in the days that followed.
Upstart stock is down almost 35% this year, but investors might be too pessimistic.
Decart AI specialises in creating world models, which are simulations designed to mirror the physical world.
While federal funds rate reductions this year were once viewed as a lock, how the Fed will manage its benchmark interest rate from here is now anyone's guess.
Bitcoin might be risky and speculative. But it could also be a surprisingly good hedge against downside risk.
Agentic AI is quietly multiplying compute demands at a scale most investors have not priced in, and one company sits at the only viable toll booth on that road. Here is why the buy button keeps getting pressed.
When grocery bills and utility payments arrive monthly but your dividends do not, the timing gap quietly erodes retirement income. These five stocks close that gap while navigating rising interest costs, REIT transitions, and a Fed that could move again before year end.
NVIDIA, Broadcom, and Marvell each report within days of each other this August, and what they say about the second half of the year could either extend the AI infrastructure boom or stop it cold.
Those who bet against Apple often lose in the long run.
Musk says SpaceX short-sellers have "very low" survival odds, but the company's first quarterly report tells a complicated story.
<body><p>STORY: From Nvidia's deal with Wall Street giants... to China's AI weather forecasting</p><p>This is AI Weekly.</p><p>:: AI Weekly</p><p>Nvidia has partnered with six major financial institutions to launch compute financing platforms.</p><p>They are aimed at raising over $500 billion in third-party capital for AI infrastructure.</p><p>Nvidia CEO Jensen Huang said on X the company has the option to backstop up to $125 billion, or 25% of the potential deals.</p><p>The move highlights how surging demand for AI computing capacity is drawing institutional investors.</p><p>South Korea will launch a $3.5 billion semiconductor fund targeting promising chip materials, parts, equipment and fabless companies.</p><p>Seoul says it seeks to accelerate plans for new chip manufacturing hubs across the country.</p><p>Under the plan, Samsung Electronics, SK Hynix, suppliers and local governments are expected to invest more than $576 billion in new chip manufacturing projects.</p><p>A French press association has asked the country's competition watchdog to take action against Google's AI-generated article summaries.</p><p>The trade group says they deprive newspapers and magazines of readers.</p><p>The group has called on the regulator to make a decision similar to one ordered against Meta.</p><p>To put forward a payment plan and resume talks with traditional media seeking fees for the use of their content by AI tools.</p><p>China is emerging as a leading player in the race to improve weather prediction through AI.</p><p>Meteorologists used a new generation of AI weather models alongside traditional forecasting systems as they tracked Typhoon Dolphin's path.</p><p>Researchers say they can generate forecasts much faster than conventional systems while matching or surpassing them on some measures of accuracy.</p></body>
A series of structural issues are slowly eroding the value of the XRP cryptocurrency.
Wall Street underestimated how much hyperscalers would spend on AI infrastructure in 2026, and analysts could be making the same mistake for 2027.
The company will spend the capital on international expansion, research and development of its code review tools.
Despite already being a huge company, Amazon still has tremendous success ahead.
Southeast Asian conglomerate Sea Limited is on a journey that bears many similarities to Amazon's rise.
If Cathie Wood is right, it's time to go bargain-hunting in the beaten-down crypto sector.
Nvidia is positioning itself as a core technology provider for Japan's physical AI build-out.
The rally in optical stocks could just be beginning.
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