Tag: Microsoft Corp
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Stock winners and losers as Anthropic passes OpenAI as hottest AI upstart
Stratification at the frontier model level will have consequences for partner companies, customers and suppliers, analysts say.
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Nvidia plays matchmaker in Nordics, sources tell CNBC, as AI data center deals boom in region
Nvidia is trying to connect GPU customers with Nordic data-center operators as cheap power and available land fuel the region’s AI infrastructure boom.
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This digital gatekeeper’s rally will continue, Wells Fargo says
Okta should see its shares advance further as the access management platform captures increased demand for identity-related services, the bank says.
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The one big takeaway from a huge earnings season
The market is winding down an exceptionally strong reporting season, and there’s an underlying trend that remains front and center.
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New CNBC Generation Lab poll shows almost half of 18 to 34 year-olds favor Democratic Socialism
New CNBC Generation Lab poll shows almost half of 18 to 34 year-olds favor Democratic Socialism and see the U.S. economy very negatively
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An inside look at SK Hynix $720 billion AI-fueled buildout that’s taking over South Korea
SK Hynix, the leading maker of high-bandwidth memory, is pouring $720 billion into memory factories to meet AI demand. We got an exclusive first look.
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World’s largest sovereign wealth fund posts record $184 billion profit as it reveals SpaceX stake for the first time
The fund — currently valued at around $2.34 trillion — is an investor in more than 7,000 companies across 60 countries.
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Google’s new AI boss inherits a race to catch OpenAI and Anthropic
Koray Kavukcuoglu is taking charge of Google DeepMind as it tries to keep Gemini competitive with OpenAI and Anthropic.
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CoreWeave stock pops 12% as revenue doubles on accelerating AI infrastructure demand
CoreWeave’s revenue is surging as the AI boom continues, but the company is also sitting on $35 billion in debt.
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AI will drive even more gains for this circuit board builder as hyperscaler demand grows, says UBS
The investment bank upgraded the circuit board maker to buy from neutral.
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