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Artificial Intelligence

Buffett Says He Personally Led Berkshire’s $31 Billion Bet on Alphabet

The move signals confidence in Alphabet's AI-driven Search and Cloud growth as investors weigh concentration and heavy infrastructure spending.

ARK Invest Extends Rotation From Chip Stocks to AI, Defense and Healthcare

AI Boom Fuels Big Calls on Micron and Intel as TSMC Defers Next‑Gen Tool Buys

Goldman Backs Microsoft as Shares Slide on AI Spending Fears

AI Efficiency Shock and Rotation Test the AI Supercycle

AI Spending Boom Hits Crosswinds as Energy Risks Rise and Meta Faces Verdict Fallout

Nvidia Maps $1 Trillion AI Chip Runway as Markets Hesitate

AI Spending Surge Meets Supply Threats and Market Jitters, With TSMC at the Center

Nvidia Pivots to Rack-Scale AI at GTC, Cites $1 Trillion in Blackwell–Rubin Orders Through 2027

AI Infrastructure Race Accelerates on Oracle Backlog and Broadcom’s $100 Billion Chip Target

Nvidia’s GTC 2026 Centers on Full‑Stack AI and the Next Phase of Inference

SoundHound AI Accelerates Agentic Voice Rollouts, Books Record Growth and Raises 2026 Outlook

Meta Unveils $115–$135 Billion 2026 AI Capex After Strong Quarter

At Davos, AI Optimism Collides With Warnings on Jobs and Power

Alphabet Tops $4 Trillion as Apple Taps Gemini to Power Next‑Gen Siri

BigBear.ai Jumps 16% on Reported Wave of Institutional Buying

Berkshire’s Alphabet Stake Jumps Over 25%, Tightening Its Bet on Mega‑Cap Tech

Amazon Draws Fresh Bullish Calls as AWS Reacceleration and $38 Billion OpenAI Deal Build AI Momentum

SoftBank Doubles Quarterly Profit on OpenAI Gains, Sells Entire Nvidia Stake to Fuel New AI Bets

CoreWeave Rallies on $6.3 Billion Nvidia Backstop for Unsold Cloud Capacity