The artificial intelligence boom may not be as real as it seems. That's according to Pat Gelsinger, former CEO at Intel (INTC), who said the biggest players in AI are now funding their own growth.

Alphabet (GOOG) (GOOGL) stock has been on fire this year, and even Cathie Wood’s ARK Invest is piling in. Shares recently hit ...

Discover why Meta Platforms is set to lead AI-driven ad innovation, offering lower costs and future growth potential.

OpenAI said it might buy AI chips from Google. Nvidia won the deal by cutting its GPU price 30%. By 2030, Google's AI chip ...

OpenAI declares ‘Code Red' and pauses monetization as Google Gemini 3 surges. Sam Altman's pivot mirrors Google's 2022 crisis.

The online search giant's AI-driven momentum is impressive. But today's price leaves little room for missteps.

When it comes to big tech, Burry seems to have a problem with the accounting policies employed by the hyperscalers. Companies ...

We expect Alphabet to outperform consensus estimates and see additional relative multiple expansion on further investor ...

Google parent company, Alphabet, is coming for Nvidia in one of the world's most lucrative hardware markets.

微软 (MSFT.US)支持的OpenAI正在开发一个代号为"Garlic"的大型语言模型，以应对谷歌 (GOOGL.US)近期在AI领域取得的进展。知情人士称，OpenAI的首席研究官马克·陈上周告知部分同事，该新模型在公司内部评估中表现良好，至少在编程和推理等任务上，相较于谷歌的Gemini 3和Anthropic的Opus 4.5而言表现优异。

所谓的结构性过剩，比如说传统的电力和机房建设速度跟不上，导致算力吃灰；而产业利润下移，则重点跟踪就是模型在终端场景上的落地速度、对 SaaS 股的可能影响、端侧产品的 AI 渗透、AI 带来的新硬件如机器人与 AI 眼镜等等。