CNBC's Jim Cramer warned that rivals may face tighter GPU allocations after Meta Platforms Inc deepened its long-term AI infrastructure partnership with NVIDIA Corp, even as Meta continues diversifying with in-house chips and AMD and Google alternatives amid ongoing supply constraints.
Investors are looking ahead to a slew of economic data on Wednesday, including housing starts, building permits, durable-goods orders, and industrial production.
Nvidia is deepening its presence in India through government, academic, and venture capital partnerships supporting the $1 billion IndiaAI Mission, while CEO Jensen Huang skips the summit due to illness and the company continues to balance global expansion with U.S. manufacturing priorities.
In a watershed moment for the digital infrastructure sector, Equinix, Inc. (NASDAQ: EQIX) has set a new benchmark for the industry, forecasting a record $10 billion revenue outlook for 2026. The announcement, delivered during the company's early February earnings call, sent shares surging over 10% as investors pivoted their focus
Alphabet Inc. (NASDAQ: GOOGL) has officially entered uncharted territory, reporting a fiscal year 2025 that saw the tech giant surpass $400 billion in annual revenue for the first time in its history. This milestone was propelled by a staggering 48% year-over-year surge in Google Cloud revenue during the fourth quarter,
The "AI honeymoon" for Big Tech appears to have reached a turbulent conclusion as of February 17, 2026. Microsoft (NASDAQ: MSFT) has seen its stock price undergo a sharp 14% correction over the last three weeks, a direct response to the company’s Q2 FY26 earnings report released on January
MENLO PARK, CA — Meta Platforms (NASDAQ:META) stunned Wall Street this week, reporting a massive 24% year-over-year surge in advertising revenue that has silenced critics of the company’s aggressive pivot toward artificial intelligence. Driven by the full-scale deployment of its "Andromeda" ad delivery system and the deep integration of
The financial world is grappling with a paradigm shift following President Donald Trump’s nomination of Kevin Warsh to succeed Jerome Powell as Chair of the Federal Reserve. The announcement, which occurred on January 30, 2026, sent immediate tremors through global debt markets, an event now colloquially known as the
The U.S. financial markets shifted into high gear this week following a pivotal inflation report that suggests the Federal Reserve’s long-standing battle against rising prices may finally be entering its final chapter. The Bureau of Labor Statistics revealed on February 13, 2026, that the Consumer Price Index (CPI)
