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News
Intel Stock Slumps 19% Since July, But 2030 Math Points to a Bigger Payoff
18+ hour, 42+ min ago (525+ words) The detail that stands out most is what’s happening with pricing. Server CPU prices have climbed between 10% and 35% in recent months, and Intel is reportedly preparing to raise prices again next month, according to a DigiTimes report. That kind of…...
Nvidia Nears $10 Billion Anthropic Stock Bet Ahead of Record IPO
18+ hour, 45+ min ago (532+ words) kobaran.com...
Apple Stock Gets a New Catalyst as the Foldable iPhone Duo Arrives
18+ hour, 47+ min ago (505+ words) The Duo will start at $1,999 for a 256-GB model, a price that lands only about $100 above rival foldables from Samsung and Google. That narrower-than-expected gap is the detail that matters most beyond the headline announcement, since pricing this close to…...
Oracle Stock Surges 7% After Cloud Growth Crushes Wall Street Targets
3+ day, 12+ hour ago (441+ words) The standout figure was cloud infrastructure revenue, which more than doubled year over year to $7.4 billion, topping the $7.09 billion analysts had expected. Total cloud revenue climbed 62% to $11.61 billion, while overall company revenue grew almost 30% to $19.35 billion for the quarter ended…...
Nvidia Stock Rises After Report Details Microsoft's Tripled Data Center Push
3+ day, 10+ hour ago (307+ words) The figures come from people familiar with Microsoft’s internal planning who spoke to Bloomberg, and they cover only company-owned and leased facilities, not capacity rented from third-party “neocloud” providers such as CoreWeave Inc. Those sources also cautioned that the timeline…...
OpenAI Rolls Out AI Banking Tool Built With Morgan Stanley and Evercore
3+ day, 9+ hour ago (285+ words) The launch is not an isolated experiment. OpenAI’s own finance chief told investors in August that enterprise revenue has overtaken consumer revenue for the first time, and this product is the clearest evidence yet of where the company plans to…...
Meta Stock Rides AI Engagement Gains, but Spending Plans Raise Red Flags
3+ day, 10+ hour ago (347+ words) Alphabet’s advantage rests on strategic depth. Its AI reach extends across proprietary models, custom infrastructure, cloud services, search and Android, giving it more channels through which to distribute and monetize its technology. Meta’s advantage rests on velocity. Its AI features…...
Meta Stock Trails Alphabet on Valuation Despite Faster AI Growth
3+ day, 10+ hour ago (488+ words) Alphabet’s advantage is strategic depth. Its AI reach extends across model development, custom infrastructure, cloud services, search and YouTube, and the Android ecosystem, giving Gemini more surfaces for both distribution and monetization than any single-product AI push could achieve. Meta’s…...
META Stock Slips as Star Researcher Tulloch Reportedly Heads to Anthropic
3+ day, 11+ hour ago (348+ words) Meta has not commented on the departure or the reported move to Anthropic, and no successor has been named for Tulloch’s role. The episode arrives amid a broader wave of senior AI talent movement across the industry, and Wall Street’s…...
Meta Stock Jumps 6.5% as New AI Agent Muse Sets Up $659 Test
3+ day, 21+ hour ago (938+ words) The move puts Meta stock within striking distance of a key technical level. Shares are trading just above $653.47, roughly $5 below the $658.01 to $659.05 resistance zone that has capped recent gains, while the relative strength index sits near 79, well into overbought territory....