Google is turning Search into an AI operating layer Google just made one of its clearest strategic moves of the AI era. At its annual Google I/O event, the company unveiled what it described as the biggest update to Search

Approved on paper, frozen in practice Nvidia’s China story just became more complicated again. According to Reuters, the US has approved around 10 Chinese firms to purchase Nvidia’s H200, the company’s second-most powerful AI chip, including major names such as

Nebius just delivered the kind of growth the AI infrastructure market wants to see Nebius (NBIS) jumped after reporting a massive first quarter, with revenue reaching $399 million, up 684% from a year earlier and 75% from the prior quarter.

A strong quarter gave AMD exactly the kind of momentum investors wanted AMD (AMD) surged after reporting a strong first quarter, beating Wall Street on both the top and bottom lines and delivering a second-quarter revenue outlook that came in

The quarter was strong, especially in the U.S. Palantir (PLTR) delivered a big quarter, with revenue climbing 85% year over year to $1.63 billion, ahead of expectations for $1.53 billion. The most important part of the report was where that

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