Mark Zuckerberg's Metaverse Push Faces Hyperscaler Bottleneck, Boosting 2 Industrial Stocks
Meta's stock dipped 2.79% even as its AI data center plans ballooned to 5 gigawatts, fueling record backlogs …
Dave Jimenez4 min read
Technology
News on innovation, gadgets, and the companies pushing the tech sector forward, along with how these developments ripple into investor portfolios.
Dave Jimenez4 min read
Elon Musk Roasts Don Lemon Amid OpenAI Apple Lawsuit Feud
Musk and Altman traded barbs on X, but beneath the insults sits a real contest over two of …
Dave Jimenez1 min read
Apple Accuses OpenAI and Jony Ive Firm of Trade Secret Theft
Apple accuses OpenAI of building its hardware ambitions on stolen trade secrets, a claim that lands as an …
Alana Hill2 min read
Apple Lawsuit Filing Accuses OpenAI of Stealing Trade Secrets
Apple has sued OpenAI and two former employees, alleging stolen trade secrets fueled OpenAI's secretive hardware project led …
Carlos Dixon3 min read
AMD (AMD) Out Earns Intel (INTC) in Data Center, and Just Out of Curiosity What It Means
AMD's data center revenue just topped Intel's for the first time, with shares near 558 dollars and a …
Dave Jimenez5 min read
Apple CEO Tim Cook Announces $30 Billion Broadcom Chip Deal
Apple's $30 billion chip deal with Broadcom puts fresh attention on Tim Cook's leadership and pay, while AAPL …
Carlos Dixon3 min read
Bezos Blue Origin Raises Outside Capital to Compete for NASA Contracts
Blue Origin is raising $10 billion from outside investors for the first time, with Bezos and Coatue Management …
Carlos Dixon4 min read
Why Is Meta Expanding Its Data Center Presence to Canada
Meta is building its first Canadian data center, a $9.18 billion, 1 gigawatt facility in Alberta, as part …
Carlos Dixon3 min read
Trump touts Axon (AXON) stock ahead of federal agency expansion
Axon shares slid 6% after a report tied Trump's stock purchase to a timely ICE taser contract notice, …
Nicholas Weiss3 min read
SK Hynix to Build $51 Billion NAND Chip Plant by 2029
SK Hynix will spend 80 trillion won on a new NAND fab and 20 trillion won on a …
Dave Jimenez3 min read
Berkshire Hathaway (BRK.A) Successor Greg Abel Boosts AI Stock Stake
Berkshire Hathaway's new chief Greg Abel poured over 29 billion dollars into Alphabet while dumping 16 other holdings, …
Dave Jimenez3 min read
OpenAI Reportedly Proposes Giving Trump Administration 5% Equity Stake
OpenAI has reportedly discussed giving the U.S. government a 5% equity stake, a move that could extend to …
Alana Hill2 min read
Nuclear Company Becomes First in US to Generate Power From Advanced Reactor
Nvidia's Blackwell chip just ran on power from an experimental nuclear reactor. Here's what the milestone means for …
Dave Jimenez3 min read
Google (GOOGL) Loses Appeal on €4.1 Billion EU Fine
The EU's top court has confirmed Google's 4.125 billion euro Android antitrust fine, closing an eight year case. …
Alana Hill3 min read
OpenAI Weighs Giving US Government 5% Equity Stake
OpenAI may hand Washington a 5% stake as pressure mounts from Sanders and the White House to share …
Nicholas Weiss3 min read
Meta (META) Eyes $500 Billion Market: Buy the Stock?
Meta shares jumped after reports the social media giant plans to enter cloud computing. Here is what the …
Dave Jimenez3 min read
Microsoft (MSFT) Launches New AI Adoption Firm
Microsoft launches Frontier Company with 2.5 billion dollars to help enterprises like Unilever mix AI models. Here is …
Nicholas Weiss3 min read
Microsoft (MSFT) Launches New AI Company With $2.5 Billion Investment
Microsoft shares dipped 1.1% as the company launched a 2.5 billion dollar Frontier Company unit to deploy enterprise …
Alana Hill3 min read
Microsoft (MSFT) launches Frontier unit with 6,000 engineers
Microsoft's new $2.5 billion Frontier Company unit embeds engineers inside enterprise clients, but with MSFT down over 20% …
Nicholas Weiss3 min read
Tesla (TSLA) Shares Plunge Sharply Today
Tesla shares fell 7.49% despite crushing delivery estimates, a sell the news reaction that exposes how much of …
Alana Hill3 min read
Micron (MU) Stock Faces Bombshell New Lawsuit
Micron shares dropped sharply after a class action lawsuit accused it, Samsung, and SK Hynix of restricting memory …
Alana Hill3 min read
Meta Platforms (META) Plans $135 Billion AI Spend in 2026
Meta shares slid nearly 5% as investors questioned whether a planned 145 billion dollar AI infrastructure spend can …
Dave Jimenez2 min read
OpenAI Proposes 5% Stake for US Wealth Fund
OpenAI has proposed a 5% government stake worth about $42.6 billion, part of a broader plan pushing Anthropic, …
Dave Jimenez3 min read
Google (GOOGL) Ordered to Pay PriceRunner €1.3 Billion
A Stockholm court fined Google 1.3 billion euros over PriceRunner's antitrust claims. Here is how the ruling stacks …
Nicholas Weiss3 min read