AI News

In August 2026, IREN Limited reported full-year revenue of US$707.0 million and a net loss of US$702.6 million, while also outlining a major expansion toward roughly 1.2 gigawatts of AI-focused data center capacity backed by about US$19.0 billion in recent funding. Alongside these results, IREN disclosed roughly US$4.0 billion in contracted annualized recurring revenue for its 2026 capacity, including a large Microsoft commitment and a new multi-year deal with a leading AI lab that leaves...

It was swept up in an impressive rally by legacy enterprise software companies.

The U.S. Federal Trade Commission (FTC) is reportedly investigating Alphabet Inc.‘s (NASDAQ:GOOG) (NASDAQ:GOOGL) YouTube for a potential violation of consumer protection laws after it suspended users’ accounts. What the FTC Is Investigating The antitrust regulator has been probing YouTube since last year and is in the final stages of preparing a potential lawsuit, Bloomberg News reported, citing people familiar with the probe. The investigation is looking into whether YouTube may have misled use

Tesla Inc. CEO Elon Musk hinted at a new high-capacity vehicle after highlighting the Cybertruck’s family-friendly seating, telling a fan on X that “something way cooler than a minivan” may be on its way. Musk Fuels Speculation Around Bigger Tesla...

Burry’s Nvidia calls gained 50% to 60% in under a day after the stock rallied about 9%.

A drawdown this deep usually leaves a stock cheaper. This one mostly reveals how expensive the shares were at the peak.

Marvell Technology stock has delivered a very strong 3 year gain, yet current valuation checks show a mixed picture, with the intrinsic value estimate sitting close to the market price while traditional market multiples lean expensive. Marvell Technology has returned 318.4% over the past 3 years, which puts extra focus on whether recent optimism is already fully reflected in the share price. The expanded AI chip partnership with Google may support higher long term cash flow expectations...

Tech firms are courting Democrats and hiring advisers to prepare for potential investigations if Republicans lose control of the House.

Uber Technologies, Inc. (NYSE:UBER) is facing a major regulatory setback after the Dutch Data Protection Authority fined the company €825 million ($966 million) for using automated systems to suspend or deactivate drivers without adequate information or meaningful human oversight. The case relates to incidents from 2018 to 2022, including automated suspensions of drivers suspected of […]

The U.S Federal Trade Commission (FTC) is reportedly in the final stages of a probe into whether YouTube’s content policies misled users and violated consumer protection laws.

Nvidia broke out on earnings but didn't have coattails. Meanwhile several software stocks flashed buy signals on a trio of earnings. Fed chief Kevin Warsh's big speech looms.

C3.ai is focused on delivering AI software, while Oracle is an AI infrastructure play.

Semiconductor and software stocks rallied behind strong earnings reports from Nvidia and Salesforce.

XRP ETFs have gone three full weeks without a single day of outflows, but the bigger question is whether that buying pressure actually moved XRP's price or just rode the wave of a White House meeting and a bullish Bitcoin.

Software stocks have lagged in 2026 on AI fears, but fundamentals held up. See why analysts expect a rebound for the sector.

After a sharp pullback, one of the world's most dominant companies is trading at a steep discount to the market, forcing investors to decide if they are looking at a bargain or a warning sign.

It's a landmark moment for the company, but the underlying improvements might not be fully visible for a while.

A powerful business engine has fueled this data stock's long-term run, but a recent pullback forces every investor to ask if the ticket price already accounts for the journey ahead.

Apple recently launched new Mac mini and Mac Studio desktops powered by its first 2-nanometer M6 chip and high-end M5 Ultra, sharply boosting on-device AI performance, connectivity, and support for next-generation Siri AI and Apple Intelligence features. This AI-centric hardware refresh, paired with anticipation for September’s first major product event under incoming CEO John Ternus, underlines how Apple is trying to anchor future growth in local AI computing rather than cloud-heavy...

Alphabet (GOOGL) YouTube is under final-stage investigation by the US Federal Trade Commission over

IREN (NASDAQ:IREN) said it ended fiscal 2026 with $4 billion in contracted annualized recurring revenue, or ARR, for its 2026 capacity, including $1 billion that was operating following Microsoft’s acceptance of the Horizon 1 deployment. Co-Founder and Co-CEO Daniel Roberts said the company’s AI cl

The company will begin pre-construction next year and break ground in 2028.

Marvell Technology stock fell sharply in after-hours trading Thursday after the chip designer narrowly beat the market’s expectations for its fiscal second quarter. The company, which both designs custom chips and supplies optical networking technology to connect artificial-intelligence servers, has been a darling of the AI trade in 2026. Marvell reported adjusted earnings of 94 cents a share for its fiscal second quarter, up from 67 cents a year ago and roughly in line with analysts’ consensus estimate of 93 cents, per FactSet.

Clarip CEO Andy Sambandam assesses the privacy concerns associated with wearable devices — such as Apple's (AAPL) latest generation of AirPods featuring cameras or Meta (META) Glasses — and the cloud processing centers associated with this tech.

By Max A.