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Amanda GerutFortune |
Days after Wall Street punished Alphabet for its unbridled spending on AI infrastructure, the world's two leading cloud giants are set to provide the...
Former SentinelOne executives are cracking down on your AI tools.
Micron Technology, SK Hynix, and Samsung hit $1 trillion or more in market cap this year due to surging demand for memory chips.
Before buying into the hype, pros say to skip the first-day frenzy, follow the revenue, and read the prospectus.
The streaming company touted the efficiencies of AI in its Q2 earnings, while stressing that movies will still be 'made by people who make movies.'
The SEC has received more than 66,000 comment submissions on the controversial rule, and now, claims that there may have been a typo in the email...
Elon Musk’s space-and-AI company lost $4.9 billion last year and trades at 97 times sales. Investors need a lot to go right.
“This is not to say this settlement is run-of-the-mill,” Judge Sparkle L. Sooknanan wrote.
Hyperscalers have sold an estimated $194 billion in AI-related bonds this year, and widening spreads on Amazon’s latest bond issuance show the...
The rocket maker’s gated stock-sale structure is designed to keep billions of shares from cratering the stock price.
A group of experts at Fortune’s Brainstorm Tech event in Aspen pinpointed a problem: People have more data than ever from their wearables, but...
Even as Warren Buffett’s Berkshire Hathaway exited the stock, big institutions bought 253 million more shares of Amazon during the past 12 months.
Speaking at Fortune Brainstorm Tech, the internet pioneer described himself as a “huge optimist” about AI's benefits but warned that the risks are...
AI tools can be the most effective and well-designed in the world, but two people can use the same tool and get to vastly different results.
A live Term Sheet meetup of investors agreed SpaceX, OpenAI, and Anthropic will reward a sliver of venture. But most of the industry will be watching...
The Wonder founder is automating fast-casual food with machines that make salad and poke bowls, sauces, and eventually drinks but there are few roles...
At Fortune Brainstorm Tech, Mistral's Timothée Lacroix made the case for European control over the AI stack.
“I'm sorry if you’re exhausted,” said AI learning founder and Campus Chancellor Tade Oyerinde.
The CEO will have almost complete control of his Texas-based space company, without colonizing Mars or building a single non-Earth data center.
In the first quarter of fiscal 2027, Salesforce returned $27.5 billion to shareholders.
A new CrowdStrike report shared exclusively with Fortune reveals DPRK-linked hackers tripled their attack pace in a single quarter and U.S. financial...
American-made tech components are being illegally smuggled to Russia, Iran, and China and lawmakers fear it could give them a battlefield edge.
CEO and Chairman Charles Liang said Supermicro’s relationship with vendors including Nvidia, AMD, Intel, and Broadcom was “strong” despite the...
The company will report financial results on Tuesday after disclosing it has launched an internal probe that could reshape its management and future...
CEO Mark Zuckerberg is planning to spend more on infrastructure in 2026 than Meta did in all of 2024 and 2025. Meta's stock fell 6% in after-hours...
Surging prices due to memory chip shortages have led to billions more in capital expenditures from Magnificent 7 companies—and many investors...
An exclusive analysis found eight of 22 companies adjusted executive pay for tariff impacts. Some declined to disclose the dollar value of the...
The deepest tranche of options won’t fully pay off unless Meta becomes nearly twice the size of Nvidia.
“North Korean IT worker schemes would not be successful without U.S.-based facilitators,” wrote Assistant Attorney General John Eisenberg in an...
A new Pearl Meyer survey reveals that the AI bottleneck isn’t about technology. It’s a warning that some senior executive teams are struggling to...
Vincent Bolloré keeps his cards close to his chest, and trying to guess what he’ll do is “very dangerous,” say analysts.
Netflix’s stock price sank 9% in after-hours trading on Thursday.
ISS has recommended investors vote against Warner Bros. Discovery’s compensation proposal that would see executives collect $1.35 billion in...
This is the Nvidia-allied server maker's third internal investigation since 2017.
Nvidia giving Supermicro the cold shoulder on GPUs could have a “devastating impact” on the hardware manufacturer, according to Bernstein analysts.
District Judge Rita Lin to issue a ruling on Anthropic’s legal challenge “in the next few days,” she said on Tuesday.
Yih-Shyan “Wally” Liaw was arrested on Thursday and resigned his seat on the Super Micro Computer board on Friday.
The arrest of board member Yih-Shyan “Wally” Liaw—who previously resigned following an accounting scandal in 2018—raises mounting questions...
The son-in-law of activist billionaire Nelson Peltz triggered the shakeup—and now he's getting a board seat and a say in who runs the company next
An exclusive analysis of 50 companies found CEOs in the lowest-performing tier still collected 87% of their target bonuses last year—and boards may...
Free cash flow at the enterprise software giant has tumbled over the past year as the company races to spend $50 billion on AI.
The Larry Ellison-led software giant is remaking its cloud infrastructure to rival Amazon and Microsoft.
Alphabet, Amazon, Meta, Microsoft, and Oracle are spending billions to fund the AI buildout—but overinvestment risk means there will be “winners...
The AI chipmaker will score brownie points with Wall Street by making the change, without incurring much downside. Nvidia's competitors won't be so...
The bigger threat to U.S. companies may not be a data breach, but a coordinated campaign designed to make your employees stop trusting everything they...
Nvidia just released Q4 and FY 2026 results showing another blowout, beating guidance on nearly every metric.
Trump also pressured lawmakers to formally prohibit insider trading among legislators, shortly after mentioning Nancy Pelosi's name.
“No one wants this job,” Cowen Partners search firm president Shawn Cole said.
The design collaboration platform has shed 80% of its stock value since its 2025 IPO, trading at $23 a share amid a brutal sector-wide rout in SaaS...
Americans are being defrauded out of billions through an epidemic of romance and investment schemes and it can happen to anybody, authorities warn.
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