Palantir Revenue Surges 93% As AI Software Demand Keeps Defying Doubters
Palantir reported $1.94 billion in Q2 revenue as U.S. commercial demand surged 149%, lifting guidance and strengthening its AI software ...
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The Metaverse Did Not Die. It Just Stopped Calling Itself The Metaverse
The metaverse did not disappear. It has been renamed as spatial computing, AI glasses, Roblox-style virtual worlds and industrial digital ...
Samsung Memory Warning Shows AI Chip Shortage May Last Into 2028
Samsung says memory supply could tighten further in 2027 and remain constrained into 2028 as AI data centres absorb more ...
Siri AI Paywall Would Make Apple Intelligence A Services Business
Apple may eventually charge heavy Siri AI users through iCloud Plus, showing how Apple could turn AI compute into a ...
Reddit Earnings Beat As AI Search Turns Its Human Data Into A Bigger Question
Reddit reported $805 million in Q2 revenue and strong profit, but investors are watching how AI search and data licensing ...
Apple Revenue Hits June Record As iPhone Sales Give AI Spending A Different Answer
Apple reported $109.4 billion in quarterly revenue as iPhone, Mac and Services sales set June-quarter records and EPS rose 29 ...
Amazon AWS Growth Surges As AI Demand Gives Spending A Better Answer
Amazon reported $200.6 billion in Q2 revenue as AWS grew 37 percent, giving investors a stronger answer on AI cloud ...
Meta Revenue Beats But AI Spending And Legal Costs Hit Profit
Meta reported $60.8 billion in Q2 revenue, but profit fell as AI spending, legal charges and severance costs weighed on ...
Cyera Buys Oasis Security For $1B As AI Agents Create New Identity Risks
Cyera is buying Oasis Security for about $1 billion as AI agents make non-human identity a bigger enterprise security risk.
Recursive Superintelligence Signs $410M AWS Compute Deal
Recursive Superintelligence signed a $410 million AWS compute deal, showing how frontier AI startups are turning funding into cloud capacity.