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Alphabet Closes In on $5 Trillion as Nvidia's Lead Narrows

Options pricing tied to Google Cloud momentum signals a near-term chance of a leadership flip.

Microsoft Makes Agent 365 Generally Available to Govern Enterprise AI Agents

Microsoft Keeps Royalty-Free OpenAI Access Through 2032 as Exclusivity Ends

Cadence Lifts 2026 Sales Outlook After Q1 Beat, Cuts EPS Guidance

AWS Marketplace Lists Chainlink’s Oracle Suite for Enterprise Blockchain Integration

Alphabet Steps Up AI Buildout With A5X Rollout and Reported Marvell Chip Talks

Broadcom’s AI Deals Lock In Demand as Analysts Raise Long-Term Targets

Google Cloud Unveils Gemini Enterprise Agent Platform With Security Controls, Partner Fund and New TPUs

Google Confirms Gemini Will Power Apple’s Revamped Siri This Year

Amazon Reported to Invest Up to $25 Billion in Anthropic as Startup Commits $100 Billion-Plus to AWS

Amazon Rallies on AWS-AI Upside, $300 Targets

Microsoft Tests Always-On Copilot Agents Inspired by OpenClaw

Rosenblatt Upgrades Arista Networks to Buy With $180 Target

Cursor 3 Launches Agent-First Workspace for Coding

Leak of OpenAI Cap Table Highlights Microsoft’s Big Stake and Altman’s Lack of Equity

OpenClaw’s Viral Agents Trigger Security Race as Nvidia Unveils Enterprise Guardrails

Citrix Patches Critical NetScaler Memory-Leak Flaw and Session Mixup Bug

Intel Rolls Out Cloud-Compiled Shaders in Arc Driver to Speed First Game Loads by Up to 3x

Nvidia Launches Nemotron 3 Super, an Open 120B Model for Agentic, Long‑Context AI

Cortical Labs Unveils Pilot Biological Data Centers in Melbourne and Singapore