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OpenAI president Greg Brockman says AI-driven computing constraints will last for the foreseeable future.

AI companies, including Nvidia and Mistral, urge policymakers to avoid broad restrictions on open-weight AI models as Washington debates responses to Chinese AI and alleged model distillation.

Advanced Micro Devices (AMD) raised its estimates for the total addressable markets of graphics proc

Alphabet posted its strongest quarter ever, then watched the stock crater 7% as the market panicked over a balance sheet move that looks less like weakness and more like a calculated bet on where AI revenue lands a decade from now.

Two neoclouds are racing for the same gigawatts and hyperscaler contracts, but one bets on owned dirt while the other bets on a full software stack. Only one of those bets looks defensible heading into 2026.

MSFT heads into Q4 fiscal 2026 earnings with Azure and AI growth in focus as rising AI infrastructure spending pressures margins.

7.4 % That is the expected swing, higher or lower, expected by options traders in Meta Platforms' stock for the session after the company reports earnings next week, according to data from Option Research & Technology Services.

Alphabet's AI-powered Search is boosting engagement, queries and ad monetization as AI Mode tops 1 billion monthly users and expands into everyday tasks.

Investing.com -- The heavyweights of the tech world just drew a line in the sand. In a massive show of force, a coalition of major companies—including Meta, Microsoft, Nvidia, and IBM—released an open letter demanding the U.S. government embrace open-weight AI models to secure its global edge.

Microsoft and French AI firm Mistral have expanded their partnership with a new multibillion dollar deal. The agreement focuses on building out European AI infrastructure and supporting sovereign enterprise deployments. Mistral's frontier AI models will be integrated into Microsoft's platforms while keeping data residency within Europe. The partnership is aimed at meeting European regulatory requirements around data sovereignty and enterprise control. For investors watching NasdaqGS:MSFT,...

Beyond the initial plunge, the true risk of a market shock is the long and uncertain wait for a recovery.

After a sharp pullback, one of the world's most dominant companies is trading at a steep discount to the market, forcing investors to decide if it's a rare opportunity or a clear warning.

These three energy companies are on different paths to reward shareholders, but all are well-positioned right now.

India’s government has ordered the shutdown of Bitchat, the messaging app built by Block (NYSE: $XYZ) chief e...

Intel's stock is surging while the rest of the chip sector sits flat, and the reasons behind that split tell a much bigger story about where the semiconductor race is actually headed.

The AI chip maker hasn't been trading like a chip stock recently, aligning more with its Big Tech peers.

UiPath's stock has been left for dead, yet several of enterprise software's biggest players have compelling reasons to want it. Five names stand out as potential acquirers, and the logic behind one of them is almost impossible to argue against.

July 24 (Reuters) - U.S. equity funds recorded outflows for a second consecutive week as caution ahead of earnings reports from major technology companies and a renewed rise in oil prices weighed on

(Bloomberg) -- Corporate earnings strong enough to beat the highest expectations in years have failed to impress investors fretting about AI spending and economic growth.Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump Rebuilds Tariffs With New Levies on 60 EconomiesAlphabet Falls as $205 Billion Spending Plan Fuels AI Cost FearAbo

Micron stock and SK Hynix stock slipped lower early Friday but remain well-positioned for gains amid Big Tech earnings that have so far benefitted chips stocks but weighed on the S&P 500.

Citigroup just called the Magnificent Seven dead, and the charts of some members make it hard to argue. But one Wall Street analyst sees something hiding inside the carnage that most investors are completely missing.

(Bloomberg) -- A rapid selloff in the high-flying momentum trade is wrecking the strategy’s staunchest bulls: Retail traders. Most Read from BloombergRetina Chip Designed to Restore Sight to Go on Sale in EuropeHegseth Turns to UNC, Virginia Tech After Dropping Ivy LeagueApple Plans Overhaul of MacBooks, iMac in Push to Meet AI DemandTrump Rebuilds Tariffs With New Levies on 60 EconomiesAlphabet Falls as $205 Billion Spending Plan Fuels AI Cost FearA basket of 50 stocks favored by amateur invest

This year has not been kind to big-name enterprise software stocks — with some of the sector's biggest names like Microsoft and Salesforce down sharply. Fears that top artificial intelligence models from Anthropic and OpenAI could displace existing enterprise software have weighed on the software sector. At Snowflake's investor day last month, Chief Executive Sridhar Ramaswamy said the company is seeing benefits from its focus on creating "the definitive data platform that people would want to use if they wanted to get value from AI."

Apple stock is holding up the best out of the Magnificent Seven stocks as the company has proceeded cautiously with its AI investments.

Is AI causing inflation or will it combat it?

The AI chip maker hasn't been trading like a chip stock recently, aligning more with its Big Tech peers.

According to a Financial Times report, investors want yields above 7%, roughly 0.4 percentage points higher than Meta paid during its previous record $27 billion financing.

July 24 (Reuters) - U.S. stock index futures edged higher on Friday after a tech-led selloff in the previous session, as investors weighed fresh earnings, escalating Middle East tensions and a new

Micron stock and SK Hynix stock slipped lower early Friday but remain well-positioned for gains amid Big Tech earnings that have so far benefitted chips stocks but weighed on the S&P 500.

By Lewis Krauskopf NEW YORK, July 24 (Reuters) - A wobbly U.S. stock market will take its cues in the coming week from a Federal Reserve meeting set to shed light on the path for interest rates, and