IBM Stock Drops Despite Major OpenAI Partnership
This article first appeared on GuruFocus. International Business Machines (NYSE:IBM), the enterprise-tech heavyweight betting hard on AI and…
TSMC Stock Jumps 7% as Microsoft Revives AI-Chip Trade
This article first appeared on GuruFocus. Taiwan Semiconductor Manufacturing (NYSE:TSM), the world’s largest contract chipmaker, jumped approximately 7%…
TeraWulf stock jumps 20% after landing $19 billion Anthropic AI deal
This article first appeared on GuruFocus. TeraWulf (NASDAQ:WULF) shares surged about 20% on Thursday after the digital infrastructure…
Meta’s AI Push Is Starting to Show Up in Cash Flow
This article first appeared on GuruFocus. Meta Platforms (META, Financials), the social media and digital advertising company, reported…
Nvidia Weighs $250 Billion Backstop for OpenAI Data Center Project
This article first appeared on GuruFocus. Nvidia (NVDA, Financials), the semiconductor company that designs artificial intelligence processors, is…
AMD Lands Multibillion-Dollar Anthropic Deal
This article first appeared on GuruFocus. Chip designer Advanced Micro Devices (AMD, Financials), the developer of Ryzen CPUs…
AMD Draws Analyst Praise After Bullish AI Event
This article first appeared on GuruFocus. Shares of chipmaker Advanced Micro Devices (AMD, Financials) jumped on Wall Street…
Microsoft Unveils 6,000-Employee AI Deployment Organization
This article first appeared on GuruFocus. Microsoft (NASDAQ:MSFT) is creating a new 6,000-employee organization to help companies move…
Palantir CEO Has a Stark Message for OpenAI and Anthropic
This article first appeared on GuruFocus. Palantir Technologies (NASDAQ:PLTR) said its artificial intelligence strategy prioritizes customer control over…
HSBC Delivers Bullish AI Verdict After Micron Earnings Surprise
This article first appeared on GuruFocus. Micron Technology (NASDAQ:MU) remained in focus after HSBC said the chipmaker’s latest…
Anthropic’s $965 Billion AI IPO Setup Gets Major Regulatory Relief
This article first appeared on GuruFocus. Anthropic said the US Commerce Department has lifted export controls on Claude…
OpenAI Pushes Its IPO to 2027
This article first appeared on GuruFocus. OpenAI is considering pushing its public debut to 2027, the New York…