Tag: Alphabet Class A
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How GE Vernova builds the massive gas turbines powering the AI data center boom
GE Vernova turbines are powering Elon Musk’s xAI Colossus 1 data center and Microsoft just bought seven to power its data center in Texas.
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Meta’s flurry of AI initiatives this month hasn’t helped lift the stock. What will?
Meta has to justify its AI spending to unlock the struggling stock.
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Trump threatens 100% tariff on countries putting ‘Digital Services Tax on American Companies’
“This TARIFF will supersede Trade Deals made with the Country, whether implemented, signed, or not,” Trump wrote in a Truth Social post.
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OpenAI and Anthropic face new AI reality as companies shift from tokenmaxxing to efficiency
Companies are tightening their AI budgets to focus on getting a return on their investment, and that could dampen growth rates at OpenAI and Anthropic.
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Apple stock gets slammed on bigger Mac, iPad price hikes. Why it can weather the storm
The stock had its worst session in more than a year as management made its first official move to pass higher memory costs onto consumers.
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Micron says the AI party is far from over, but not all are celebrating
A blowout quarter for the memory maker is only lifting certain parts of the data center buildout.
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Why Micron Technology’s gain could be hyperscalers’ pain
Margin expansion for memory chip makers equals cost expansion for the sector’s customers.
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Micron is soaring after blowout earnings report. That’s good news for this other memory chipmaker, Citigroup says
Sandisk will likely benefit from the surge in memory demand that was behind Micron’s extraordinary results reported Wednesday, according to Citi.
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TikTok and YouTube are reinventing sports viewership. Broadcasters are taking note
Leagues, teams and media networks are increasingly meeting younger fans on social media as platforms like TikTok, Roblox and YouTube capture most of their time.
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Amazon adds new funding, lifting India AI and cloud investment to $48 billion
Amazon announces fresh investment of $13 billion to expand AI and cloud infrastructure in India, taking its total investment to $48 billion.
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