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Analysts at William Blair estimate the total addressable market of the agentic AI industry at about $4 trillion. What exactly is agentic AI, and how is it creating such massive expectations? Agentic artificial intelligence is the next stage in AI, a step above the commonly used chatbots that answer questions and try to solve problems.
Goldman Sachs just spotted a problem that’s hiding inside a remarkably good earnings figure. According to Seeking Alpha, S&P 500 companies apparently posted a blowout Q1 earnings figure, where growth neared 25%. However, Goldman Sachs said the figure was boosted by investment gains at Amazon ...
(Bloomberg) -- Anthropic PBC has signed a $1.8 billion computing deal with cloud services provider Akamai Technologies Inc. to meet surging demand for its artificial intelligence software, according to people familiar with the matter.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogUS Fires on Iranian Targets as Trump Demands Deal From TehranIran’s President Says He Had Meeting With In
Google has reached a settlement with Black employees who alleged systemic racial disparities in hiring, pay, and advancement in a lawsuit filed in 2022. April Curley, a former Google employee, had sued the tech giant for racial discrimination, saying it engages in a “pattern and practice” of unfair treatment for its Black workers. Other former Google workers also joined the suit, which later received class action status.
Microsoft pressured after TCI exit sparks fears over long-term AI competition
Hedge fund TCI reportedly reduced its Microsoft position over AI competition concerns.
Investing.com -- Apollo Global Management Inc. and Blackstone Inc. are in discussions with Broadcom Inc. regarding approximately $35 billion in financing to support the chipmaker’s artificial intelligence chip development, according to a Bloomberg report Friday.
Shares of Intel (NASDAQ:INTC) are ripping higher again in Friday afternoon trading, with the stock changing hands near $125, up roughly 14% on the session. The move caps a stunning month for the chipmaker. INTC stock is now up approximately 116% over the past month with today’s intraday gain factored in. Through Thursday’s close, Intel ... Intel Just Ripped 116% in a Month. Is It Time to Sell in May and Go Away?
Apple Inc (NASDAQ:AAPL, XETRA:APC) is entering a potential new growth phase driven by artificial intelligence, according to Wedbush analysts, who raised their 12-month price target from $350 to $400 and maintained an ‘Outperform’ rating. This implies upside from current levels of...
Alphabet faces a new UK antitrust lawsuit targeting its display advertising business, with claimants seeking up to £3b in damages for alleged exclusionary practices. EU regulators are assessing whether Google's proposed changes to news search rankings comply with the Digital Markets Act, with a final ruling pending that could bring fines or operational changes. These regulatory and legal actions arrive shortly after Alphabet reported record Q1 earnings and highlighted heavy spending on AI...
In recent weeks, Marvell Technology has secured a US$2.00 billion investment and product collaboration with Nvidia, advanced AI chip discussions with Alphabet, and completed acquisitions such as Polariton Technologies to deepen its optical and data center capabilities. Together with record data center revenue, over 50 custom AI design wins, and rising earnings estimates, these moves highlight Marvell’s growing role as a custom silicon and interconnect partner to major hyperscalers. Next,...
Moby summary of RGC Resources, Inc.'s Q2 2026 earnings call
Micron Technology and Sandisk stock continued their historic rally this week, thanks to a flurry of headlines signaling overwhelming demand and limited supply for memory. Micron, the memory chip maker, jumped 11% Friday, putting it on pace to end the week up 32%. Sandisk which specializes in flash memory, rose 12% Friday.
Wedbush raised its price target on Apple (NASDAQ:AAPL) to $400 from $350, with analyst Daniel Ives keeping an Outperform rating and calling the company “the sleeping tech giant about to see a major inflection point.” Ives estimates that roughly 20% of the world’s population will access AI through an Apple device over the coming years, ... Wedbush Hikes Apple Price Target to $400: AI Inflection Point Could Reach 20% of the World
Alphabet Inc. (NASDAQ:GOOGL) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer mentioned the company during the episode and said: What else? You need to have a cloud infrastructure to run the models. Think Google Cloud, Microsoft’s Azure, Amazon Web Services. You also got that […]
Amazon.com, Inc. (NASDAQ:AMZN) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer expects huge returns on the company’s data center investments, as he remarked: Data centers are about to give the believers extraordinary returns. I mean, unbelievable returns. The money’s worth it. We just can’t […]
Investor Gary Black, managing director of The Future Fund LLC, thinks that Uber Technologies Inc. could be poised to lead the Robotaxi sector ahead of Elon Musk-led Tesla Inc. and Alphabet Inc.‘s Waymo. Operational Leverage In a post on X...
Smart glasses are entering their iPhone moment in 2026, and for the first time in a generation, Meta and Google are defining the inflection. Industry projections show category sales rising from 6 million units in 2025 to 20 million units in 2026, and Apple’s flagship smart glasses do not ship until 2Q 2027, with full-display ... Smart glasses are about to have their iPhone moment and Apple is late to the party
Shares of IREN Limited (NASDAQ:IREN) are climbing Friday, extending a powerful run after the company unveiled a transformational partnership with NVIDIA (NASDAQ:NVDA). IREN stock changed hands near $61, building on a 5% opening pop. The reaction follows an 8-K filed May 7 at 9:05 p.m. ET detailing a $3.4 billion AI Cloud contract alongside a five-year ... IREN Jumps 7% on $3.4 Billion NVIDIA AI Cloud Deal, $2.1 Billion Share Investment Option
HeartFlow provides AI-driven tools for non-invasive heart diagnostics, serving hospitals and clinics with advanced cardiovascular insights.
TeraWulf (NASDAQ: $WULF) has reported a steep first-quarter loss as it pivots from a Bitcoin (CRYPTO: $BTC) miner t...
On Meta’s Q1 2026 earnings call, CFO Susan Li said the quiet part out loud. “We recently shared internally that we plan to reduce the size of our employee base in May. We believe a leaner operating model will allow us to move more quickly while also helping to offset the substantial investments we are ... Mark Zuckerberg Just Told 8,000 Employees Their Layoffs Are a Line Item in His $145 Billion AI Bill
Companies like Whoop are betting billions that consumers want less tech, not more— and the strategy is paying off in a massive way.
EU regulators said Google's current proposal does not fully address Digital Markets Act concerns.
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