Articles

Last week Amazon CEO Andy Jassy hinted at more big deals. The $38 billion OpenAI partnership proves he wasn’t kidding.

Big Tech earnings results show demand for AI compute is outstripping supply, and the willingness to spend bodes well for Nvidia, AMD and Broadcom, a Cantor analyst says.

“I’m the one who ‘misbehaves.’ My clothes are too nice. I spent too much on my car.”

Microsoft’s latest $9.7 billion deal shows why specialized data centers are becoming critical partners in the race to build AI

Kenvue’s stock, which had hit a record low in recent weeks, was headed for its best day ever while Kimberly-Clark’s stock tumbled.

How to know when a CEO shakeup is a buy signal — and when it screams “sell.”

AI fails at questions a 4-year-old can answer. Here’s where the real money is.

Fed policy and funding markets may be a headwind, says Michael Wilson, even as earnings growth comes in stronger than expected.

The frequency of positive earnings surprises is the best this century, other than the reopening period after the pandemic in late 2020 and is notable for being driven both by sales and margins.

“He is already on her bank accounts.”

Nvidia recently became the first company in the world to reach a valuation of $5 trillion. Here’s what to know about the tech tycoon’s luxe property portfolio.

OpenAI’s Sam Altman sat down with Microsoft chief Satya Nadella for what he must’ve imagined would be a friendly interview with Altimeter Capital founder Brad Gerstner — but the venture capitalist asked the big question that is puzzling the entire market.