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Latest financial news and analysis from global markets
AMD
AI Demand Is Surging — But Taiwan Semiconductor Is Controlling the Supply
Taiwan Semiconductor Manufacturing Company (TSMC) (TSM) is a semiconductor foundry, which means it manufactures chips for other companies like Advanced Micro Devices, Inc. (AMD) and NVIDIA Corporation (NVDA) and 530 other companies. AMD and Nvidia, on the other hand, are fabless semiconductor companies that design and sell their own chips but outsource the manufacturing to ... AI Demand Is Surging — But Taiwan Semiconductor Is Controlling the Supply
NVDA
AI Demand Is Surging — But Taiwan Semiconductor Is Controlling the Supply
Taiwan Semiconductor Manufacturing Company (TSMC) (TSM) is a semiconductor foundry, which means it manufactures chips for other companies like Advanced Micro Devices, Inc. (AMD) and NVIDIA Corporation (NVDA) and 530 other companies. AMD and Nvidia, on the other hand, are fabless semiconductor companies that design and sell their own chips but outsource the manufacturing to ... AI Demand Is Surging — But Taiwan Semiconductor Is Controlling the Supply
ABT
Augment makes first move into $8 trillion distribution sector
The AI productivity platform has acquired stealth startup Merlin, a stealth AI company focused on wholesale distribution The post Augment makes first move into $8 trillion distribution sector appeared first on FreightWaves.
GOOGL
Google and Microsoft Just Proved the AI Trade Is Alive—While OpenAI Is Sweating
Alphabet and Microsoft crushed Q1 estimates on the same day, with Google Cloud up 63% and Microsoft's AI business hitting a $37 billion run rate.
MSFT
Google and Microsoft Just Proved the AI Trade Is Alive—While OpenAI Is Sweating
Alphabet and Microsoft crushed Q1 estimates on the same day, with Google Cloud up 63% and Microsoft's AI business hitting a $37 billion run rate.
WMT
Walmart earnings reveal concerning shift in customer behavior
Earlier this year, Walmart’s fourth-quarter earnings report revealed a troubling shift in customer behavior, showing that its newest growth came from households making more than $100,000. TheStreet retail reporter Maurie Backman detailed the news, explaining how Walmart’s results provided an ...
INTC
Why Stride Stock Topped the Market Today
Despite a bottom-line slide, the educational services provider still crushed analyst estimates in its fiscal third quarter.
NVDA
Why Stride Stock Topped the Market Today
Despite a bottom-line slide, the educational services provider still crushed analyst estimates in its fiscal third quarter.
PYPL
BigCommerce Unveils Agentic Commerce Push, Payments Overhaul and New Pricing at Commerce Live
Executives from Bigcommerce (NASDAQ:BIGC) used the company’s “Commerce Live” event in Chicago to outline product priorities, recent changes to operations, and steps aimed at improving monetization and growth, with a heavy emphasis on integrating its BigCommerce, Feedonomics, and Makeswift assets and
NVDA
Google to sell TPU chips to 'select' customers in latest shot at Nvidia
Google says it will sell its TPUs for companies to use in their data centers.
COIN
Blockchain.com Launches Blockchain Wealth Program for High-Net Investors
By Exec Edge Editorial Staff Blockchain.com officially launched Blockchain Wealth, a bespoke full-service program for high-net-worth individuals and high-volume trading clients, giving select investors access to institutional-grade services the firm says reflect the standards of traditional private banking. Participants in the program will also benefit from some of the highest and most competitive yield rates […]
MSFT
LinkedIn's AI hiring agents on track for $450 million in yearly revenue
LinkedIn, the social network for professionals owned by Microsoft, on Wednesday said that its hiring products using what is known as agentic AI are on track to generate $450 million in sales in the coming year. The sales disclosure for a core AI product is new for LinkedIn, which has 1 billion members and makes much of its revenue from selling tools to sales and recruiting professionals. While Microsoft reports LinkedIn's overall sales growth as part of its productivity and business process operating unit, it does not disclose absolute dollar figures for the network.