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Updated: 1d ago

Today's Pick

Caterpillar's record quarter fueled by AI data center demand

What happened: Caterpillar posted a record $20.5 billion quarter in Q2 2026, driven by demand for generators and turbines powering AI data centers.

Top Companies AI1d ago
Caterpillar's record quarter fueled by AI data center demand

Latest AI News

Yesterday

Market Prices Broadcom vs AMD: Same AI Boom, Different Bets

Broadcom's AI semiconductor revenue sits near $8.4 billion per quarter, with a disclosed AI chip backlog of ar…

Top Companies AI1d agoAlso reported by Yahoo Finance AI

Mastercard CEO: Agent Pay and stablecoin deal reshape commerce

Mastercard CEO Michael Miebach discussed the company's new Agent Pay protocol, which lets AI shopping agents h…

Top Companies AI1d agoAlso reported by Yahoo Finance AI

AI Benchmark Maker Agent Seer Synthesizes Scenarios from MCP Specs

Researchers introduced Agent Seer, a pipeline that automatically creates realistic test scenarios for AI agent…

Top Companies AI1d agoAlso reported by Apple Machine Learning

Chipmakers outshine Big Tech in AI rally

Nvidia shares climbed almost 9% Thursday after strong earnings, doubling sales from a year ago

Top Companies AI1d ago

Applied Materials CEO: AI Is Biggest Inflection in Semiconductor Industry

Applied Materials CEO Gary Dickerson said AI is driving the semiconductor industry's most consequential growth…

Top Companies AI1d ago

Goldman exec: AI eroding bankers' thinking

A Goldman Sachs executive said AI is eroding bankers' ability to think, and junior hiring data supports this c…

Top Companies AI1d ago

Google Launches Copyright-Safe AI Book Tool

Google launched Expert Intelligence (EI), an AI feature for e-books bought on Google Play Books

Top Companies AI1d ago

AI buildout sustainability in question

The article questions whether the AI infrastructure buildout can continue at its current pace, examining the f…

Top Companies AI1d ago

Home Depot expands AI tool's capabilities

Home Depot is expanding the capabilities of its AI tool, as reported by HBS Dealer

Top Companies AI1d ago

New Britain Urged to Build AI Apprenticeship Layer

A commentary argues New Britain should create an AI apprenticeship layer to train workers for AI-related roles

Top Companies AI1d ago

Corning CEO: AI boom could double company size

Corning is ramping up optical-fiber production and partnering with NVIDIA to build three advanced optical-manu…

Top Companies AI1d ago

Founder-Led AI Stocks: Meta, Oracle, AppLovin

Simply Wall St highlights three founder-led companies — Meta Platforms, Oracle, and AppLovin — as AI investmen…

Top Companies AI1d ago

Home Depot and Lowe's Cameras Build AI Profiles of Your Car

Home Depot and Lowe's are using solar-powered cameras from Flock Safety that capture license plates and vehicl…

Top Companies AI1d ago

Nigel Vaz named among top 100 AI influencers for 2026

Nigel Vaz, CEO of Publicis Sapient, has been named one of the 100 Most Influential People in AI for 2026

Top Companies AI1d ago

Disney Pivots from Sora to TikTok for Fan Content

Walt Disney has signed a deal with TikTok allowing creators to make new content using Disney characters from m…

Top Companies AI1d ago

AI supercharges digital circulars for grocers

Progressive Grocer reports that AI is enhancing digital circulars, helping grocers create more personalized an…

Top Companies AI1d ago

AI tax could curb layoffs, study suggests

A study suggests that an AI tax could disincentivize human layoffs, according to a Marketplace article

Top Companies AI1d ago

CrowdStrike beats revenue forecast as AI threats rise

CrowdStrike reported annual revenue that beat forecasts, helped by rising demand for its cybersecurity product…

Top Companies AI1d ago

AI Is 'Accelerant' for Clients, Says S&P Global CFO

S&P Global's CFO described AI as an 'accelerant' for the company's clients, according to a Bloomberg report

Top Companies AI1d ago

Palo Alto's M&A strategy shifts deeper into AI

Palo Alto Networks is expanding its M&A focus toward AI-related companies, as reported by Calcalistech

Top Companies AI1d ago

AT&T's AI-Fueled Rebound; Is It Time To Buy?

Seeking Alpha published an analysis of AT&T's stock (NYSE:T) titled 'AT&T's AI-Fueled Rebound; Is It Time To B…

Top Companies AI1d ago

Resonac's materials sales surge 30% on AI demand

Resonac Holdings reported semiconductor and electronic materials sales of ¥299 billion for the first half of f…

Top Companies AI1d ago

CTC launches consulting for call centers, showing AI cost-effectiveness

CTC has started consulting services for call centers that present the cost-effectiveness of AI after adoption

Top Companies AI1d ago

AI use alone won't boost productivity, data shows

The article reports that recent data shows using generative AI does not reduce working hours or improve produc…

Top Companies AI1d ago

FANUC and NVIDIA partner to bring Physical AI to factory robots

FANUC, a global leader in industrial robots, and NVIDIA have formed a strategic partnership to integrate what…

Top Companies AI1d ago

SoftBank's Son tops Japan shareholder list at ¥10tn

SoftBank Group's Masayoshi Son ranked No

Top Companies AI1d ago

Sumitomo Corp. rolls out Copilot to all 9,000 staff

Sumitomo Corporation began rolling out Microsoft 365 Copilot to all roughly 9,000 employees, including oversea…

Top Companies AI1d ago

Mizuho launches ChatGPT app, ceding customer gateway

Mizuho Bank, on July 28, 2026, became the first Japanese bank to offer its app via OpenAI's Apps in ChatGPT, l…

Top Companies AI1d ago

Toyota to equip cars with near-hands-free autonomous driving from 2028

Toyota announced it will equip production passenger cars with AI-based autonomous driving technology starting…

Top Companies AI1d ago

Generative AI moves from trials to strategy

A five-part special report examined how advanced Japanese companies are adopting generative AI, with the final…

Top Companies AI1d ago

LINEヤフー rolls out company-wide AI agent production system

LINEヤフー has established a company-wide system for mass-producing AI agents, including a new 'Agent i' that wor…

Top Companies AI1d ago

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Earlier

Intel expands enterprise AI push with governance standard and local deployments

Intel expanded its partnership with Kasm Technologies to support compliant, local AI workloads on Intel Xeon 6…

Top Companies AI2d ago

Merck, Amgen, JNJ Beat S&P 500 by 29 Points

Merck & Company, Amgen, and Johnson & Johnson are highlighted as AI-linked healthcare stocks that have outperf…

Top Companies AI2d ago

Visa's AI Security Push and Q3 Beat

Visa reported strong fiscal Q3 2026 results, expanded its open-source AI cybersecurity framework (Visa Vulnera…

Top Companies AI2d ago

NVIDIA vs AMD: Which AI Stock Is the Better Buy Now

NVIDIA reported $96.2 billion in revenue for fiscal Q2 2027, up 106% year over year, with Data Center revenue…

Top Companies AI2d ago

Deepgram adds Enhanced Metrics to SageMaker AI

Deepgram has introduced Enhanced Metrics for Amazon SageMaker AI, a service by Amazon Web Services (AWS)

Top Companies AI2d agoAlso reported by Amazon AI Blog

Dell's AI Server Orders Hit $24.4B, Backlog $51.3B

In the first quarter of fiscal 2027, Dell booked $24.4 billion in AI orders and generated $16.1 billion in AI-…

Top Companies AI2d ago

Nvidia pauses revenue-sharing deals with AI cloud firms

Nvidia has paused revenue-sharing deals with AI cloud companies, according to an exclusive report by WSJ

Top Companies AI2d ago

Nvidia validates Micron's AI bull case

Nvidia has validated Micron's biggest AI bull case, according to a Seeking Alpha report

Top Companies AI2d ago

KLA's AI packaging demand fuels earnings beat

KLA reported a fiscal fourth-quarter earnings beat and a positive near-term outlook, driven by surging demand…

Top Companies AI2d ago

Nvidia's edge moves beyond GPU to full systems

Nvidia's earnings on Wednesday shifted the narrative, showing its advantage extends beyond GPUs to the systems…

Top Companies AI2d agoAlso reported by TechCrunch AI

Marvell stock slips 8% on margin guidance despite strong AI bookings

Marvell Technology reported record fiscal Q2 2027 revenue of $2.739 billion, up 37% year over year, and raised…

Top Companies AI2d ago

Nurses protest HCA's Palantir AI use

Nurses rallied in downtown Asheville on Thursday, Aug

Top Companies AI2d ago

Anthropic unveils Model Hardware Standard for physical AI

Anthropic released Model Hardware Standard (MHS) as a research preview on Thursday

Top Companies AI2d agoAlso reported by Fortune AI and 1 others

CrowdStrike CEO: AI exposes cyber gaps legacy tools can't handle

CrowdStrike CEO George Kurtz said on CNBC's "Mad Money" that the rapid rise of AI is exposing gaps in corporat…

Top Companies AI2d ago

Google Brings Agentic Hotel Booking to AI Mode

Google has brought its agentic hotel booking tool to AI Mode, a feature that lets AI handle the booking proces…

Top Companies AI2d ago

COHR vs. APP: Which AI Growth Stock Wins?

A new analysis compares two AI-related growth stocks, Coherent Corp

Top Companies AI2d ago

WDC Stock +475% This Year, AI Storage Boom May Continue

Western Digital (WDC) posted a record fiscal Q4 with revenue up 44% year over year to $3.75 billion and non-GA…

Top Companies AI2d ago

S&P Global puts AI at center of core business focus

S&P Global's CFO highlighted AI as both a client growth accelerant and a tool for greater transparency

Top Companies AI2d ago

Disney concept art auction fetches $3.43M

Heritage Auctions' sale of Disney art last weekend generated $3.43 million across 1,346 lots

Top Companies AI2d ago

Vertiv Slips 12% After Q2 Miss, Analysts Stay Bullish

Vertiv Holdings (VRT) shares fell about 12% from a recent peak after its Q2 2026 report on July 29 showed reve…

Top Companies AI2d ago

S&P Global stock seen 11% overvalued

S&P Global stock appears about 11.1% overvalued based on an Excess Returns intrinsic value estimate of $392 pe…

Top Companies AI2d ago

AI data centers boost copper investment case

The AI data center boom and power grid upgrades are strengthening the investment case for copper, according to…

Top Companies AI2d ago

AI Editor's Confession: Tool Replaced Real Editing

A former employee of an AI editing start-up describes how the company used AI tools to edit manuscripts, often…

Top Companies AI2d ago

Uber AI usage jumps 9.4x while costs stay flat

Uber's AI usage increased by 9.4 times, according to a report from TradingView

Top Companies AI2d ago

SBG plans up to $20B bond issue for OpenAI funding

SoftBank Group is in talks with multiple investment banks to issue overseas bonds worth $10 billion to $20 bil…

Top Companies AI2d ago

NEC to launch SCM AI agent in September

NEC announced it will release 'NEC SCM AIエージェント' (NEC SCM AI Agent) in September

Top Companies AI2d ago

Chugai and Phylo partner on agentic AI

Chugai Pharmaceutical began rolling out an agentic AI platform across its drug discovery workflow and partnere…

Top Companies AI2d ago

Kioxia and Advantest post strong AI-driven earnings growth

Kioxia Holdings reported operating profit of 870.4 billion yen for the previous fiscal year, up 92.7% year-ove…

Top Companies AI2d ago

AI Agent Security Training Launched by Mitsui Bussan Secure Direction and ChillStack

Mitsui Bussan Secure Direction and ChillStack have begun offering a hands-on training program focused on AI ag…

Top Companies AI2d ago

SoftBank launches AI mental-health support service for schools

SoftBank Corp. began offering a new service called "Mentari" on August 27, 2026, for elementary, junior high…

Top Companies AI2d ago

Kioxia, Advantest Picked as Top AI Semiconductor Stocks

Diamond Zai's October issue feature, "Strongest 87 Japanese Stocks [Summer 2026]," highlights Kioxia Holdings…

Top Companies AI2d ago

Furukawa Electric tipped to take AI spotlight from Fujikura

Furukawa Electric is being discussed as the next focus in AI-driven markets, potentially shifting attention aw…

Top Companies AI2d ago

JR East, JR West Build AI Agent Platforms

JR East and JR West are building AI agent platforms

Top Companies AI2d ago

LINEヤフー unveils 8 AI agent prototypes, launches cross-company taskforce

LINEヤフー unveiled 8 new AI agent prototypes to the press on August 28, 2026, and announced the full-scale launc…

Top Companies AI2d ago

AI Leaders Conference 2026 Spring: key themes emerge

At Nikkei BP's AI Leaders Conference 2026 Spring, business leaders discussed AI-driven transformation

Top Companies AI2d ago

China's Yunnan Germanium net profit surges 235% on AI demand

China's Yunnan Germanium reported a 235% surge in first-half net profit, driven by demand for indium phosphide…

Top Companies AI2d ago

ITANDI launches AI-OCR to digitize repair cost estimates

ITANDI Inc. will start offering "工事見積AI-OCR" (“Construction Estimate AI-OCR”) on August 27, 2026, within its "…

Top Companies AI2d ago

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