Fujifilm's $63M bet to quintuple tape output as AI floods data centers

Ed Yardeni says financial, physical, and political constraints are healthy for AI's durability, even as Alphabet, Meta, and Microsoft raise billions.

Wall Street split its verdict on hyperscaler AI spending: Microsoft won the market's trust, Google lost it. Here is what that means for every company signing AI checks.

With domestic price wars and weak demand squeezing profits, the two EV giants are betting on global sales to carry their next growth phase.

Google's parent faces its worst stock reaction to earnings on record, signaling investor conviction is cracking over AI competition.

A federal judge let Utah enforce its gambling ban, and the state just filed charges against Kalshi and its two cofounders.

Investors ignored a doubling of cloud revenue and focused on AI's toll on search monetization, a warning for every tech giant betting on AI.

The AI lab's IPO filing reveals a multichip compute model that analysts say could erode Nvidia's pricing power and reshape how AI giants negotiate.

How a 10% pricier Pampers line fueled P&G's best organic sales quarter in 11 quarters and what it signals for consumer giants.

The AI company has filed for an initial public offering under the ticker 'ANT,' giving public investors a new way to bet on the generative AI boom.

Audi is spending $4 billion on a Georgia factory and 4,500 jobs, even as tariffs and EV costs squeeze Volkswagen's home market.

The indie darling is spending near-blockbuster money on a FromSoftware adaptation - and the bet may be safer than it looks.