Nvidia finally felt the market question it hates most Nvidia (NVDA) fell sharply on Thursday as investors started taking a harder look at whether the company’s dominance in AI infrastructure can stay as overwhelming as it has looked over the

A softer OpenAI growth read hit the whole AI supply chain A group of AI-linked stocks came under pressure after a report said OpenAI recently missed internal sales and user targets. Oracle and CoreWeave led the decline, while AMD and

Beijing just drew a much harder line around AI ownership China has blocked Meta Platforms’ planned $2 billion acquisition of Manus, the agentic AI startup that had been expected to help Meta strengthen its position in one of the hottest

What Happened Intel (INTC) surged after earnings, jumping roughly 22% and pushing above the long-term ceiling it first set during the dot-com era. That is a major technical development because this is not just another short-term pop in a semiconductor

What Happened IBM (IBM) shares dropped more than 10% at the open on Thursday after the company’s latest quarterly results failed to give investors enough confidence that it can outrun the growing pressure AI is putting on legacy software and

What Happened SpaceX said it has reached a deal with AI coding startup Cursor that gives the company the option to acquire the business later this year for $60 billion. Under the arrangement, Cursor can either be bought outright at

What Happened Anthropic released Claude Opus 4.7 as its latest generally available model, positioning it as an improvement over Opus 4.6, particularly in advanced software engineering and harder coding tasks. On paper, that sounds like the kind of product update

What Happened Tesla (TSLA) dipped in early trading, but the stock was still on track to finish the week higher and potentially break an eight-week losing streak. The main shift in sentiment appeared to come from the company’s chip roadmap.

What Happened Tech stocks moved higher on Tuesday as hopes for de-escalation in Iran helped lift broader market sentiment, but the sector also had plenty of company-specific catalysts of its own. The biggest headline was Amazon’s agreement to acquire satellite

What Happened Taiwan Semiconductor Manufacturing Company (TSMC) reported a strong start to the year, with first-quarter revenue rising 35% from a year earlier as the global AI buildout kept driving chip demand higher. Revenue for the January-to-March period reached more