Alphabet Ramps Up AI Spending to $175-185 Billion in 2026
Alphabet (GOOGL) announces massive $175-185B capital expenditure for 2026, far exceeding analyst expectations of $115B, as Google deepens AI investments amid growing competition.
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Arm Shares Rebound as AI and Data-Center Growth Boost Investor Confidence
Arm stock rises after analysts praise earnings, highlighting AI-driven data-center growth despite smartphone market concerns.
IonQ Under Fire: Pentagon Contracts May Not Be What They Seem
Short-seller report claims quantum computing company IonQ lost vital Pentagon funding that made up 86% of revenue, acquired non-quantum businesses to hide losses, and insiders sold $397M in stock.
BTIG Upgrades Cloudflare to Buy, Sees Strong Long-Term Growth
BTIG upgrades Cloudflare to Buy with a $199 target, citing strong partner feedback, market share gains in Zero Trust and SASE, and underappreciated growth potential.
Super Micro Computer Raises Revenue Forecast on Strong AI Server Demand
Super Micro Computer (SMCI) boosts annual revenue outlook to $40B, reporting strong Q2 results driven by AI server demand and improved operational execution.
Texas Instruments Acquires Silicon Labs for $7.5 Billion
Texas Instruments to buy Silicon Labs for $7.5B in cash deal, expanding wireless connectivity portfolio. Silicon Labs shares surge 51% on announcement.