NVIDIA Corp
Microsoft backs Anthropic in Pentagon blacklist battle, urges temporary restraining order
Microsoft CEO Satya Nadella attends the 56th annual World Economic Forum (WEF) meeting in Davos, Switzerland, January 20, 2026. Denis Balibouse | Reuters Microsoft threw its support behind Anthropic on Tuesday, saying a judge should issue a restraining order that would block the Pentagon’s designation of the artificial intelligence giant as a supply chain risk […]
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Oracle stock jumps 7% on earnings beat and increased guidance as cloud revenue climbs 44%
Oracle shares rose 8% in extended trading on Tuesday after the software vendor reported quarterly results that surpassed Wall Street projections and boosted its revenue guidance for fiscal 2027. Management said is now forecasting $90 billion in fiscal 2027 revenue. Analysts polled by LSEG had anticipated $86.60 billion. Oracle sees $1.92 and $1.96 in adjusted […]
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How the Iran war and rising energy prices are threatening semiconductor demand
SK Hynix Inc. 12-layer HBM3E memory chips, front, and a LPDDR5X CAMM2 memory module arranged at the company’s office in Seongnam, South Korea, on Tuesday, April 22, 2025. SeongJoon Cho | Bloomberg | Getty Images A prolonged conflict in the Middle East could impact the semiconductor industry’s access to key materials while rising costs could […]
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Oracle earnings will show whether its expensive AI bet is starting to pay off
Oracle reports third-quarter earnings on Tuesday, and it will be an unofficial test for the artificial intelligence trade. Following the announcement of a $50 billion financing plan at the beginning of February that included debt and equity, investors have been eager to understand the pace of dilution for current stockholders. “The cadence matters,” said Gil […]
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Nvidia plans open-source AI agent platform ‘NemoClaw’ for enterprises: Wired
Nvidia CEO Jensen Huang delivers the keynote address at the GTC AI Conference in San Jose, California, on March 18, 2025. Josh Edelson | Afp | Getty Images Nvidia is planning to launch an open-source platform for artificial intelligence agents called ‘NemoClaw,’ tapping into the growing popularity of the AI tools, Wired reported Tuesday. Citing […]
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Oracle is building yesterday’s data centers with tomorrow’s debt
Artificial intelligence chips are getting upgraded more quickly than data centers can be built, a market reality that exposes a key risk to the AI trade and Oracle’s debt-fueled expansion. OpenAI is no longer planning to expand its partnership with Oracle in Abilene, Texas, home to the Stargate data center, because it wants clusters with […]
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Anthropic sues Trump administration over Pentagon blacklist
U.S. President Donald Trump, Secretary of Defense Pete Hegseth behind, speaks to reporters aboard Air Force One on a flight from Dover, Delaware, to Miami, Florida, U.S., March 7, 2026. Kevin Lamarque | Reuters Anthropic filed a lawsuit against the Trump administration on Monday after the artificial intelligence startup was blacklisted and labeled a threat […]
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Microsoft adds higher-priced Office tier with Copilot as it tries to juice sales with AI
FILE PHOTO: Judson Althoff, CEO of Microsoft’s commercial business, appears during an interview in San Francisco on Jan. 27, 2017. David Paul Morris | Bloomberg | Getty Images Microsoft is adding artificial intelligence to its Office productivity suite and charging 65% more for the upgraded offering, as the company tries to lure enterprise users to its […]
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Nvidia backs AI data center startup Nscale as it hits $14.6 billion valuation
AI data center startup Nscale has raised $2 billion at a $14.6 billion valuation, the company announced on Monday, as the AI infrastructure boom continues. The Series C featured Nvidia and was led by Aker ASA and 8090 Industries. It also featured Astra Capital Management, Citadel, Dell, Jane Street, Lenovo, Linden Advisors, Nokia, and Point72. […]
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Goldman likes these five stocks as market fears intensify
Goldman Sachs recently named several stocks the Wall Street colossus believes are a must-own as market fears rise. The investment bank said that investors should buy the dip in companies like Nvidia. Other stocks rated buy at Goldman and screened by CNBC Pro include: Ross Stores, Viking Holdings, Once Upon a Farm and Dutch Bros. […]
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