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Nvidia Defends Its Lead as Reported Meta–Google TPU Talks Hit the Stock

Investors reassess Nvidia after reports that Meta is exploring Google TPUs raise credible competition risk.

Big Tech Ramps AI Spending Again, Pushing Annual Capex Past $350 Billion

Qualcomm Unveils AI200 and AI250 Data-Center Accelerators as Shares Surge

GitLab Rallies on Report Datadog Is Weighing a $60‑Plus Takeover Bid

Nebius Extends 2025 Stock Surge as AI Data‑Center Demand Fuels Breakneck Growth

BigBear.ai Extends Rally as It Demos ConductorOS in U.S. Navy’s UNITAS 2025

WSJ: OpenAI to Buy $300 Billion of Oracle Compute in Five-Year Deal