If Muse can achieve high-frequency usage, Meta's demand for GPU, CPU, and data center capacity will continue to increase.

Gemini doesn't need to be "the undisputed number one"—Google is weaving entry points, Cloud, and TPU into a complete AI business.

The attention on Muse is not just about Meta launching yet another AI app — it's about the market seeing the possibility of personal AI agents entering mainstream usage scenarios.

In a gold rush, the ones selling shovels make a fortune, but if miners never strike gold, eventually the shovels will stop selling.

From PANW and CRWD to SAIL and VRNS, the dividing line for "cybersecurity" has shifted completely.

In the next phase, what the company needs to prove is that it can not only secure orders, but also manufacture on schedule, maintain profit margins, and convert the AI data center construction cycle into sustainable free cash flow.

Nebius's proposed price increase indicates that the AI infrastructure industry has not yet entered a price war. What remains truly scarce is high-end compute capacity that can be delivered on time, operate reliably, and provide complete software services.

The Fed unanimously voted 12-0 to raise rates by 25 basis points, lifting the federal funds rate target range to 3.75%–4.00%. This is the first rate hike since 2023 and the first policy adjustment since Kevin Warsh took over as Fed Chair

Oracle is accelerating its transformation from a traditional database company into a cloud computing company driven by AI infrastructure.

What Adobe needs to prove to the market in its next phase is that these 1 billion monthly active users will not only use AI, but are also willing to keep paying for AI.

Understanding the iPhone Duo requires looking beyond how many units it can sell — we must also examine what role it plays in Apple's business model.

It is both the "fall guy" for internet outages and the easily overlooked "shovel seller" of the AI era.

ASICs are making major inroads into financial reports — the next question is how multi-tens-of-GW demand translates into real revenue.

Tesla's Cybercab officially opened to the public in Austin on September 3, and attendees of the launch event could hail a ride that same day.

Broadcom delivered an earnings report that shows "AI accelerating while everything else slows." FY2026 Q3 revenue came in at $29.591 billion with adjusted EPS of $3.32, both beating expectations. AI semiconductor revenue reached $16.7 billion, up 221% year-over-year, now accounting for 56% of total revenue.

An "insider" picked by Trump now faces a first major battle where he must, paradoxically, prove he is anything but.