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AMD, Intel, NVIDIA Rally on Super Micro's Record AI Backlog

AMD closed up 1.8% to $483, Intel gained 3.3% to $101, and NVIDIA advanced 3% to $224 on Wednesday, riding mom…

Yahoo Finance AIAug 13, 2026

Zeta Global beats Q2 forecasts on AI platform Athena uptake; lifts full-year guidance

Zeta Global reported Q2 revenue of $442.8 million (5.2% above estimates) and adjusted EPS of $0.27 (39.8% beat…

Yahoo Finance AIAug 13, 2026

Nvidia, BlackRock lead $500B AI infrastructure financing push

Nvidia and six major financial firms—BlackRock, Apollo, Blackstone, Brookfield, Goldman Sachs, and KKR—signed…

Yahoo Finance AIAug 13, 2026

Musk: SpaceX AI revenue to eclipse rockets, broadband by September

Elon Musk told SpaceX employees in a video that AI revenue will exceed all other company revenue (rockets and…

Yahoo Finance AIAug 13, 2026

CoreWeave surges 19% as AI infrastructure firms report record demand

CoreWeave, a cloud provider supplying AI infrastructure, saw its stock jump 19% Wednesday on strong earnings

Semafor TechAug 13, 2026

GE Vernova Revenue Surges 55%, but Profit Growth Lags Behind

GE Vernova reported second-quarter 2026 revenue of $11.1 billion (up 22% year-over-year) and orders that more…

Top Companies AIAug 12, 2026

Dell AI Server Revenue Soars 757%, Eyes $60B Target by 2027

Dell Technologies reported AI-optimized server revenue of $16.13 billion, up 757% year over year, with managem…

Top Companies AIAug 12, 2026

SanDisk Stock Up 353% YTD on AI Storage Boom, Supply Crunch Through 2028

SanDisk reported Q4 2026 earnings on Aug

Top Companies AIAug 12, 2026

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Eli Lilly adopts Veeva Vault CRM globally, backing AI-commerce push

Eli Lilly and Company has committed to roll out Veeva Vault CRM across its global operations, adopting Veeva's…

Top Companies AIAug 12, 2026

Visa eyes AI windfall without picking a winner

Visa, the global payments network, is positioning itself to profit from AI-driven commerce by securing its rol…

Top Companies AIAug 12, 2026

Palantir, Microsoft fall as AI boom lifts chip stocks

Palantir Technologies and Microsoft shares declined as investors rotated capital away from software toward AI…

Top Companies AIAug 12, 2026

Cisco projects revenue above forecasts as AI spending holds strong

Cisco has forecast annual revenue above analyst estimates, citing sustained spending by customers on artificia…

Top Companies AIAug 12, 2026

Morgan Stanley: Investors underestimating SpaceX's AI unit

Morgan Stanley has warned that investors may be underestimating the potential of SpaceX's artificial intellige…

Top Companies AIAug 12, 2026

Cisco Networking Revenue Jumps on AI Demand, Yet Stock Falls

Cisco's networking division reported strong sales growth driven by demand for infrastructure to support artifi…

Top Companies AIAug 12, 2026

AI capex boom lifts Vertiv, Eaton as hyperscalers plan $732.5B spend in 2026

Microsoft, Meta, Amazon, and Alphabet plan to spend $732.5 billion on AI capital expenditures in 2026, with Go…

Top Companies AIAug 12, 2026

Blackstone exec touts AI infrastructure as investment theme

Jon Gray, a senior executive at Blackstone (a major alternative-asset manager), discussed Blackstone's investm…

Top Companies AIAug 12, 2026

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