Morgan Stanley Reiterates Nvidia Overweight Rating on Neo-Cloud Revenue-Sharing Plan
Morgan Stanley reiterated its overweight rating on Nvidia on Friday, pointing to the chipmaker's plan to back neo-cloud investment in…
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Judge orders Google to remove obstacles to installing rival Android app stores
A federal judge ordered Google to remove steps that make installing rival Android app stores difficult, after Epic Games showed…
Nvidia’s $500 billion AI financing push puts hidden hyperscaler debt in the spotlight
Nvidia is mobilizing more than $500 billion in third-party capital for AI infrastructure, while hyperscalers now carry $1.5 trillion in…
Tata Sons Chairman Steps Aside, Putting Chip, iPhone and Air India Bets at Risk
Tata Sons Chairman N. Chandrasekaran will not seek another term, opening a succession fight that threatens the group's costly bets…
Salesforce stock jumps 4% as J.P. Morgan calls AI fears overblown
J.P. Morgan analyst Samik Chatterjee has placed an overweight rating on Salesforce and set a $250 price target, implying 29%…
