What happened: Mizuho lowered its price target on Intel to $92 from $109 on September 3, even as its note sounds bullish on the company's business.
KLA (KLAC) rose 5.7% in early September 2026 as semiconductor and AI-infrastructure stocks strengthened after…
Caterpillar has entered a collaboration with FieldAI to advance physical AI, autonomy, and robotics on jobsite…
Broadcom and Nvidia have both reported strong quarterly results
NEWA new lawsuit alleges Meta turned footage captured through its AI-powered Meta Glasses into training data for…
NEWAnthropic is launching AI commerce agents in partnership with Visa and Mastercard, according to a Finextra Res…
NEWIBM no longer reports the running dollar value of generative-AI business won, a figure it had tracked publicly…
NEWJPMorgan Chase deployed its internal AI platform LLM Suite in summer 2024 without forcing anyone to use it
NEWParents using social media, search and AI plan to spend $737 per child, nearly double the $381 planned by pare…
NEWAMD has created a desktop PC powered by its Threadripper processors, specifically designed for running AI mode…
NEWMicron Technology and Sandisk Corporation are both benefiting from a memory shortage driven by AI infrastructu…
NEWArista Networks reported $3.0 billion revenue for the quarter ended June 30, 2026, up from $1.8 billion in Q3…
NEWNvidia and CrowdStrike have developed new cybersecurity AI models
NEWEPAM Systems has expanded its collaboration with Google Cloud to deliver scalable AI solutions for clients
NEWAnalog Devices reported fiscal third quarter 2026 revenue of 4,022.0 million USD, up about 40 percent from 2,8…
NEWSalesforce reported stronger bookings and AI momentum, supporting a reacceleration in the second half of the f…
NEWUtilities NextEra and Santee Cooper are shifting their legacy systems to Google AI
NEWPfizer's earnings calls now emphasize an AI-native R&D organization and a risk-adjusted high single-digit reve…
NEWColopl, a game company known for aggressively adopting AI, shared its approach to using AI in game production…
NEWNEC and Tsuruha HD (Tsuruha Holdings) will start a verification trial in September 2026, using NEC's SCM AI Ag…
NEWSeminar Info will hold the INSURANCE CONFERENCE 'Evolution of the Insurance Industry Accelerated by Digital Tr…
NEWElon Musk said SpaceX's first AI satellites, powered exclusively by Nvidia chips, will launch in the fourth qu…
NEWNvidia's Data Center revenue reached $89 billion in a later quarter, beating the $85.8 billion forecast
NEWAlps Alpine, a Japanese parts maker tied to Apple's supply chain, has swung to a net loss
NEWSome authors expecting payments from Anthropic's $1.5 billion copyright settlement received emails saying othe…
Nvidia closed Friday at $230.36, 2.6% below its 52-week high, while AMD, Micron, Broadcom, and Marvell sit 18%…
SoundHound AI reported Q2 2026 revenue of $61.9 million, up 45% year over year and above the $52.4 million ana…
Huawei's Ascend 910C tops out at roughly 780 TFLOPS of FP16 performance, less than half of the ~1,700 TFLOPS d…
Nvidia's sales surged 106% year over year to $96.2 billion, and earnings per share rose 128%
NVIDIA has announced its intent to acquire Hugging Face, a hub for AI models
Super Micro Computer (SMCI) reported a blowout Q4 with non-GAAP EPS of $1.70 against a $0.9575 consensus, and…
AI agents that reach production scale deliver a 171% global ROI, climbing to 192% in the U.S., per IDC and Mic…
A WIRED writer tested Apple's Siri AI in the iOS 27 beta and found it a powerful assistant, especially for fin…
Aptiv announced support for NVIDIA Jetson Orin Nano 2, extending its edge AI collaboration for drones, robotic…
President Trump says the US should have the lowest interest rates anywhere in the world and claims lower rates…
Google has released its Lyria 3.5 music generation model in the Gemini app and via API
US startup Abliteration.ai launched 'abliterated-model-large-v2,' a modified version of Z.AI's GLM-5.3 that re…
Restaurants are using generative AI to create food ads instead of photographing real meals
Berkshire Hathaway CEO Greg Abel said the company will serve hyperscalers (giant cloud companies) only if it d…
An AI company backed by Nvidia has revealed a staggering $103 billion figure related to AI infrastructure, ind…
I-Chiun Precision Industry and Taiwan's Industrial Technology Research Institute (ITRI) have established Huizh…
Tongtai Group doubled its semiconductor orders, driven by rising demand from AI data centers
Michael Burry, the investor known from "The Big Short," has again argued that Palantir Technologies' financial…
Apple filed a supplemental brief claiming a former iPhone engineer, Chang Liu, downloaded a confidential power…
Tokyo Electron's Taiwan president said AI is pushing semiconductor demand into new areas, with advanced packag…
Cerebras Systems ended June with $25.4 billion in remaining performance obligations (contracted work not yet d…
CrowdStrike announced a broad set of AI security products and deeper integrations across the cybersecurity and…
OpenAI introduced GPT-6 Astra for developers, a new AI model
Washington is preparing a letter to Pax Silica partners that says "to be part of everything is to be part of n…
SanDisk stock rose 11.9% on Friday, September 4, closing at $1,740
Sandisk is set to join the S&P 100 index on September 21, with a year-to-date share price return of 532%
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60,000+ monthly readersBerkshire Hathaway CEO Greg Abel said the company sees two AI opportunities: supplying energy to data centers…
In late August and early September 2026, Home Depot expanded its AI-powered Magic Apron assistant to all 2,000…
Jim Cramer responded to a caller's question about Oracle's data center loans on September 2, saying the idea t…
Lam Research's chief legal officer, Ava Harter, sold 5,000 shares at $302.46 on August 31, generating about $1…
Micron is doubling down on AI memory chips
Johnson & Johnson is applying AI and machine learning across its healthcare work, from drug discovery and clin…
Cisco Systems (CSCO) stock returned about 64% over the past year, versus roughly 21% for the S&P 500
Anthropic is close to awarding Morgan Stanley and Goldman Sachs top roles in its $2tn IPO
Micron Technology stands at the center of the AI memory boom, with HBM3E supply sold out through 2027 and HBM4…
Cisco Systems introduced Unified Edge in November 2025, a converged hardware platform combining computing, net…
Vertiv Holdings Co (NYSE:VRT) agreed to acquire Utility Innovation Holdings
Lowe's Companies Inc. announced five executive appointments, effective Sept
Western Digital director Stephanie Streeter's family trust sold 5,600 shares on August 31 and September 1 for…
Texas Governor Greg Abbott visited Lubbock to present an affordability plan and new rules for AI data centers
Genedata, a Danaher company, announced an expanded collaboration with Abcam to deploy Genedata Biologics acros…
Arista Networks reported Q2 2026 results that beat earnings and revenue estimates, driven by demand in AI, clo…
Corporate America is increasingly adopting open-source A.I
AT&T has announced a new partnership focused on an AI device
Experian has launched the Agent Operating System (Agent OS), a commercial agent-based platform, with ServiceNo…
T-Mobile has appointed Jessica Uhl, the former Chief Financial Officer of Shell, to help guide its next phase…
S&P Global Ratings reports that the credit quality of hyperscalers (large cloud providers) is gradually weaken…
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