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Goldman Discloses 7.2% Passive Stake in Nebius as Investors Brace for Quarterly Test

The filing highlights Goldman's dual role as adviser and investor and raises governance questions ahead of Nebius's Aug. 12 earnings that will test its growth narrative.

IREN Shares Fall After $2 Billion Convertible Plan Tests Nvidia Partnership Rally

AI Trade Splits: Nvidia’s Record Quarter Faces Pressure as Salesforce’s Outlook Draws Skepticism

Amazon, Alphabet, Microsoft, Meta and Oracle Set 2026 AI Capex Above $700 Billion

Google Photos Adds Text Prompts and Default Audio to Photo-to-Video

Anthropic Strikes $30 Billion Azure Deal to Scale Claude on Nvidia Hardware

Nvidia Deal Gives CoreWeave a $6.3 Billion Utilization Backstop Through 2032

Microsoft Ties Windows 10 Extended Security Updates to Microsoft Account, Expands License to Ten Devices