David Tepper's hedge fund, Appaloosa Management, recently initiated a position in CoreWeave while also raising its exposure ...

Marvell on Wednesday announced that it would develop custom chips for the search giant, along with warrants giving Google the ...

Manufacturer of analog chips Analog Devices (NASDAQ:ADI) in Q2 CY2026, with sales up 39.6% year on year to $4.02 billion. On top of that, next quarter’s revenue guidance ($4.3 billion at the midpoint) ...

Analysts were largely neutral and exploratory, concentrating on strategy and competitive positioning, including "overall AIGC strategy" (Lincoln Kong, Goldman Sachs Group, Inc., Research Division) and ...

SpaceX and Starlink combined are profitable businesses. The problem is that they're tied to a money-losing AI program.

Nvidia Corporation stays a Strong Buy ahead of Q2 earnings as Data Center growth and ~75% gross margins support the bull case ...

RUM Group reported record $40.4 million revenue, up 61% year-on-year and above Street estimates. ・Northern Data added $10.1 ...

Figma co-founder and CEO Dylan Field joins 'Squawk Box' to discuss the company's stock performance since its IPO debut last ...

Alibaba's AI Cloud and Compute Services business remained a standout performer, generating RMB48.4 billion in revenue as year ...

The venture capital ecosystem for artificial intelligence continues to evolve rapidly, as highlighted in PitchBook’s Q2 2025 AI VC trends update. This report underscores AI’s pivotal role in driving ...

Treasury yields just handed AI stocks a brutal week, and while most investors ran for the exits, one Broadcom buyer kept ...