Arm Holdings plans to launch its own chip this year after securing Meta Platforms as one of its first customers, in a major ...
Despite high debt, Oracle's fair valuation relative to Amazon and Microsoft, along with strong RPO growth, reinforces its ...
Arm Holdings (ARM) has reportedly signed Meta Platforms (META) as the first customer for its own chip, the Financial Times ...
The UK-based chip designer pivots to selling its own chips, securing Meta as its first major customer, and challenging ...
The iShares Expanded Tech Sector ETF holds 289 stocks, and AI is central to most of the companies occupying its top positions. The ETF has delivered a compound annual return of 11% since 2001, which ...
If there were any fears that spending on AI infrastructure was about to slow down, that was put to rest when Trump announced ...
Over the past two weeks, the world’s biggest technology companies – including Amazon (AMZN), Microsoft (MSFT), Alphabet ...
Microsoft alone is projecting $80 billion of infrastructure spend for data centers in 2025; meanwhile, OpenAI, Oracle, and SoftBank are leading the newly announced Stargate initiative under President ...
While stressing Meta's demographic advantage and the possible unfavorable market reaction to an overpriced sale, Doug and Lee ...
Big players like Meta and Microsoft are monitoring the development ... beating its benchmark by 150 percentage points (see more details here). Oracle Corporation (NYSE:ORCL) lost around $70 ...
Arm’s chip is expected to be a central processing unit (CPU) for servers in large data centers and is built on a base that ...