Oracle’s AI Bet Turns Into a Market Liability Oracle spent all of 2024 positioning itself as one of the core infrastructure players behind the AI boom. But the same OpenAI megadeal that pushed the stock to record highs in September

Disney Goes All-In on OpenAI Disney announced a $1 billion equity investment in OpenAI, marking one of the entertainment giant’s largest tech bets in years and signaling a strategic shift in how it plans to distribute and protect its most

Rivian Bets Big on AI and Full Autonomy Rivian used its first-ever “Autonomy and AI Day” to show investors a major shift in strategy: the company is no longer just an EV manufacturer — it’s building a self-driving platform from

A New Frontier: AI Compute Leaves Earth’s Surface The race for compute power just moved into orbit. Starcloud, a Washington-based startup backed by Nvidia, has become the first company to train and run an AI model from space. Its Starcloud-1

Google Lands One of the Biggest AI Deals on Earth The U.S. Department of Defense has officially selected Google’s Gemini for Government platform to bring artificial intelligence tools to roughly three million workers across the military and civilian workforce. The

A Listing Change With a Message Walmart didn’t switch to Nasdaq for symbolism — it did it to send a message. After more than 50 years on the NYSE, the retail giant officially moved its listing to Nasdaq this week,

The Energy Arms Race for AI Just Escalated With AI data centers consuming power at unprecedented scale, the U.S. grid is being rebuilt in real time — and oil and gas giants are suddenly essential partners. The latest signal: NextEra

Meta Shifts Firepower From Metaverse to AI Meta (META) moved higher Wednesday after Bloomberg reported CEO Mark Zuckerberg is preparing major budget reductions across the company’s metaverse division — potentially trimming spending by as much as 30%.The company declined to

Google Taps Replit as AI Coding Race Intensifies Google Cloud is doubling down on the rapidly growing AI-coding space through a multi-year partnership with Replit, one of the breakout platforms redefining how software is built. The deal will make Google

Microsoft Pushes Back After AI Sales Miss Report Hits Stock Microsoft (MSFT) shares fell more than 2% on Wednesday after The Information reported that the company scaled back growth targets for its AI software business, citing disappointing sales performance across