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Cloud Computing

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Robinhood Users Cluster Around AI Megacaps, Pushing Popularity of a Small Set of Stocks

Retail interest is driven by AI hype and big-brand familiarity and that mix raises portfolio concentration risk for many small or new investors.

Record $7.1 Billion Day Sends SOXX to About $46.3 Billion in Assets

Micron Signs Long-Term Memory Supply Deal With Ford

Nvidia and SemiAnalysis Clash Over Reported Kyber Rack Delay

Meta Reported to Weigh Selling Spare AI Compute as CoreWeave Shares Slide

Together AI Raises $800 Million Series C at $8.3 Billion Valuation

Firmus and Nvidia Strike Deal to Build 170,000‑GPU AI Campus in Batam

SpaceX Confirms Starmind as Name for Proposed Orbital AI Megaconstellation

OpenAI's Codex Expands Into an Agentic Work Platform

IREN Pushes Global AI Buildout After $3.65B GPU Financing While Wall Street Remains Divided

HIVE Wins $220M Bell‑Cohere Sovereign AI GPU Contract

AMD and Rackspace Sign Definitive Deal for 30 MW Phased AI Compute Rollout

AWS Rolls Out Graviton5 CPUs and a Formally Verified Nitro Isolation Engine

Apple Rolls Out 20B On‑Device AI and Private Cloud GPU Partnership

Apple Runs Private Cloud Compute on Google Cloud With NVIDIA Confidential GPUs

Quantinuum Raises $1.68 Billion in Nasdaq Debut, Repricing Public Quantum Peers

Microsoft Elevates Fabric Into a Unified Data and AI Foundation

Anthropic Files Confidential S-1 as It Eyes a Possible IPO

Apple Reportedly Will Fold Google’s Gemini Into a Hybrid Siri

Nutanix Raises Guidance After Better‑Than‑Expected Q3 and Expands AI and Storage Partnerships