Microsoft covers 63% of AI capex from operating cash flow and trades above its record. Amazon spends 107% and sits 8% below, ...

JPMorgan and Goldman underwrite $1.3 billion of Volta's $5 billion loan. The $3.7 billion GPU tranche goes to investors at up to 11.75%, a price on chip resale ...

Ten million HomeViews at $299 would bring Apple $3 billion, about 4% of its $81 billion morning gain. The value sits in Siri AI and iCloud+, and Apple has not p ...

Albertsons' brief seeks $7.5 billion to $9.3 billion from Kroger, above Albertsons' $5.9 billion market value. The $600 ...

AMD's GPU-free Helion rack offers up to 32,768 CPU cores. Intel has published more than 46,000 cores at 133.45 kW, leaving ...

CME now plans to move livestock futures to Google Cloud in late 2027, about a year early. The Aurora site also offers co ...

Bending Spoons paid $2.25bn for Airtable equity but $1.285bn for the business. The roughly $960m cash gap helps fund layoffs ...

Navitas shares fell 7.33% after the 24 kW board announcement. The 800 V design is still one option, and meaningful revenue ...

Ipsos finds that 82% say news media betting on politics is inappropriate. CNN, CNBC and CBS still show Kalshi data, giving ...

Epic told staff in March that layoffs followed Fortnite's revenue decline and were unrelated to AI. Bloomberg reports the ...

Applied's EPIC Center will scale toward $5 billion as customers sign projects. Its value is a view of five rival chipmakers' ...

Ondas will be Regna AI's first customer and owns the company outright. Palantir provides training infrastructure, while no ...