AI & Intelligence

Anthropic expects a second profitable quarter as its IPO nears, FT reports

Anthropic has told its shareholders it expects positive adjusted operating income for a second consecutive quarter, the Financial Times reported…

2 weeks ago

Nasdaq futures drop 1.2% at Sunday open, twice the S&P 500, as oil tops $103

U.S. stock futures opened lower on Sunday evening, and the selling was heaviest in the index most tied to artificial…

2 weeks ago

Why HPE Stock Jumped 12%: Oracle Capex, $30B Supplier Bill

Hewlett Packard Enterprise shares rose 12.4% on Friday, September 11, to $62.09, the company's highest close since it began trading…

2 weeks ago

Data Center Cost Per MW: USA, EU, UAE, India, Pakistan

Building a 10-megawatt data center in Mumbai costs about $66 million, before land and servers. The same building in Silicon…

2 weeks ago

Microsoft Stock: Azure’s revenue is finally public. Its margin isn’t

For the first time, Microsoft has put a dollar figure on Azure, its cloud computing business: $101.9 billion in revenue…

2 weeks ago

Nvidia Stock: Nvidia has become its customers’ credit line

Nvidia's revenue doubled last quarter. Its shares are up 9% since the end of June. Somewhere between those two numbers…

2 weeks ago

SpaceX spent 13 times more on AI than on rockets last quarter

SpaceX spent $1.17 billion on its rocket business last quarter. It spent $15.83 billion on AI compute.That ratio — 13.5…

2 weeks ago

SanDisk joins the S&P 100 on Sept. 21. Its own July shows what forced flows do

On September 21, index funds tracking the S&P 100 will be obliged to buy SanDisk. They will not be consulted…

2 weeks ago

Amazon Stock: most of last quarter’s profit was a markup, not a sale

Amazon reported $62.6 billion of net income for the June quarter, up 245% from a year earlier. Most of it…

2 weeks ago

The 9 best-performing AI stocks of Q3 — and not one is a chipmaker

We ranked 41 US-listed AI stocks by how they actually performed this quarter. Not one of the nine best is…

2 weeks ago