Nvidia’s ACIE Business Outgrows Hyperscalers as Data Center Revenue Tops Forecast
Nvidia's Data Center segment posted $89 billion in revenue last quarter, beating a $85.8 billion forecast, as its smaller ACIE…
Meta (META) Stock News
Latest Meta Platforms stock news — Facebook and Instagram advertising revenue, AI investments, Reality Labs and META price analysis.
Meta Platforms Inc
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‘Model fatigue’ sets in as AI labs race to roll out new versions at frenetic pace
Anthropic, Meta, Google and OpenAI each shipped model updates within the same week, a pace insiders are calling "model fatigue."…
Six Hyperscalers Set to Spend $1.3 Trillion on AI Capex in 2027 as Only Microsoft Stays Cash-Flow Positive
Six hyperscalers are projected to spend $1.3 trillion combined on AI capex in 2027, up from an estimated $870 billion…
Nvidia reclaims the AI trade as Big Tech pushes toward record highs
Nvidia shares rose 1.80% on Sept. 3, 2026, as Big Tech names pushed toward record highs, with the chipmaker reclaiming…
Broadcom stock drops 5% as weak fourth-quarter guidance overshadows earnings beat
Broadcom topped Wall Street's estimates for its fiscal third quarter, but a softer-than-expected revenue forecast for the current period sent…
