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Nvidia Apple Inc. AMD Alphabet Netflix Google Marvell Technology Qualcomm Semiconductors AI Cloud Computing AI Capex Apple Palantir CrowdStrike Intel Samsung D-Wave Quantum Duolingo Microsoft

IREN Posts Record Quarter as $9.7 Billion Microsoft Pact Anchors Aggressive AI Cloud Pivot

Management now targets $3.4 billion in AI Cloud ARR by late 2026, signaling a full pivot to GPU infrastructure.

Duolingo Stock Plunges on Soft Q4 Bookings Outlook Despite Q3 Beat and Raised Forecast

Moderna Trims 2025 Forecast as Q3 Loss Narrows and Revenue Beats

Apple’s iOS 26, iPadOS 26 and macOS 26 Betas Hit Record Adoption