The AI memory leader's record quarter triggers a massive capital return - and signals the HBM boom is far from over.

AI memory demand hands the South Korean chipmaker a sharp profit beat and a $25 billion plan to reward shareholders.

Peter Steinberger, the developer behind the open-source AI agent OpenClaw and now an OpenAI employee, revealed the eye-watering cost of running AI agents at scale at Cloudflare's Connect conference.

The streamer cleared third-quarter estimates, then spooked investors with a soft fourth-quarter outlook and a cautious read on 2026 ad revenue.

A new AI tool estimates biological age from a single patient selfie, giving oncologists a fast, non-invasive survival signal - and raising questions about how far facial analysis should go.

Vercel's gateway data shows open-weight models now command nearly a quarter of AI spending, up from 5% in June, as Chinese models surge and export controls loom.

Stocks jumped on stronger-than-expected guidance, signaling enterprise AI workloads are accelerating faster than Wall Street priced in.

Fiscal Q3 results crush estimates, prove AI memory is rewriting Micron's margins, and change the momentum math for the whole chip stack.

The SpaceX IPO values the company around $1.77T and estimates Musk’s stake at $866.5B, with broad investor ripple effects.