Artificial Intelligence (AI)

Why Did Penguin Solutions (Nasdaq:PENG) Stock Gain After Hours?
Artificial Intelligence (AI)

Why Did Penguin Solutions (Nasdaq:PENG) Stock Gain After Hours?

Wall Street expected $3.38 a share; Penguin Solutions (Nasdaq:PENG) says $4.45. Shares added a modest 3% to 4% after hours, a restrained reaction to a sizable promise

Will Anthropic's $11.6 billion Contract Reshape Akamai (NASDAQ: AKAM) From CDN Company to AI Player?
Artificial Intelligence (AI)

Will Anthropic's $11.6 billion Contract Reshape Akamai (NASDAQ: AKAM) From CDN Company to AI Player?

Akamai Technologies (NASDAQ: AKAM) has long struggled to convince investors it is more than a legacy content-delivery network. A $11.6 billion, seven-year commitment from Anthropic to use its distributed cloud infrastructure suggests the company's transformation may finally be real—though the $5.5 billion capital expenditure required to deliver it will test both execution and returns. Whether Akamai can build the infrastructure on time, convert a single customer's commitment into a durable business, and attract competitors beyond Anthropic will determine if this deal marks a genuine inflection point or simply a very large, very capital-intensive contract.

Quantum Computing Stocks Q3 2026: IonQ (NYSE:IONQ), Rigetti (NASDAQ:RGTI) and D-Wave (NASDAQ:QBTS) Outlook
Artificial Intelligence (AI)

Quantum Computing Stocks Q3 2026: IonQ (NYSE:IONQ), Rigetti (NASDAQ:RGTI) and D-Wave (NASDAQ:QBTS) Outlook

Quantum computing stocks IonQ (NYSE:IONQ), Rigetti (NASDAQ:RGTI) and D-Wave (NASDAQ:QBTS) end Q3 2026 with CHIPS Act funding, but higher rates weigh on shares

How a chatbot rewired America's power grid — and turned dull utility stocks into an AI trade
Artificial Intelligence (AI)

How a chatbot rewired America's power grid — and turned dull utility stocks into an AI trade

Data-centre electricity demand barely moved for a decade — then ChatGPT launched, and the grid never looked the same. We trace the numbers behind the shift, and the utility stocks now riding America's biggest electricity re-rating in a generation.

AI Stock Bubble 2026: Inside the $700 Billion Bet Wall Street Can't Verify
Artificial Intelligence (AI)

AI Stock Bubble 2026: Inside the $700 Billion Bet Wall Street Can't Verify

Concentration in Big Tech has hit records not seen since the dot-com era, and the payoff that is supposed to justify it has yet to show up

Alphabet (NASDAQ: GOOGL) Raises $80 Billion Despite $160 Billion in Annual Profit: Why Every Company Should Pay Attention to the AI Investment Race
Artificial Intelligence (AI)

Alphabet (NASDAQ: GOOGL) Raises $80 Billion Despite $160 Billion in Annual Profit: Why Every Company Should Pay Attention to the AI Investment Race

Alphabet (NASDAQ: GOOGL) has announced an $80 billion capital raise despite generating $160 billion in annual profit. The move highlights the scale of AI infrastructure spending and offers a powerful lesson for companies navigating the next phase of technological disruption.

US Technology Stocks Surge 42% in Two Months: AI and Semiconductor Stocks Drive the Strongest Rally Since the Dot-Com Era
Artificial Intelligence (AI)

US Technology Stocks Surge 42% in Two Months: AI and Semiconductor Stocks Drive the Strongest Rally Since the Dot-Com Era

The US technology sector has delivered its strongest two-month rally in nearly a quarter century, powered by semiconductor stocks and relentless AI optimism. As Nvidia and chipmakers lead markets higher, investors are increasingly debating whether this is the beginning of a new investment cycle or a repeat of past excesses.

The One Company That Quietly Owns the Future – Google
Stocks

The One Company That Quietly Owns the Future – Google

Google (Alphabet) is not just a search company. From YouTube and AI to cloud, self-driving cars, and hidden venture bets, discover why $GOOGL may be the most diversified long-term play on the future of technology

CoreWeave’s Stock Sinks as Growth Momentum Shows Cracks Amid AI Infrastructure Challenges
Artificial Intelligence (AI)

CoreWeave’s Stock Sinks as Growth Momentum Shows Cracks Amid AI Infrastructure Challenges

CoreWeave (CRWV) plunged 14% after cutting its 2025 revenue forecast to as low as $5.05 billion, citing construction delays at a key data center partner. The drop extends a 30% slide since late October, even as third-quarter revenue more than doubled to $1.36 billion. Rising GPU and energy costs squeezed margins, while free cash flow fell to negative $1.59 billion amid record capital spending. The stock has struggled since a $9 billion merger with Core Scientific collapsed, fueling concerns over execution and cash burn. The slump highlights cooling sentiment toward AI infrastructure plays after a year of explosive gains.

The AI Flywheel: How OpenAI, CoreWeave, and NVIDIA Fuel Each Other's Stratospheric Rise
Artificial Intelligence (AI)

The AI Flywheel: How OpenAI, CoreWeave, and NVIDIA Fuel Each Other's Stratospheric Rise

How do OpenAI, CoreWeave, and NVIDIA fuel each other's success? Explore the symbiotic AI flywheel where demand for innovation drives a powerful and profitable cycle of growth.