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Arista Networks Tipped to Top 2026 Guidance as AI Data‑Center Spending Surges

Investor forecasts point to a wave of data‑center buildouts that could favor networking suppliers over chipmakers.

Alphabet Stock Drops on Legal Ruling and AI Spending Fears as Wells Fargo Lifts Target

Nebius Closes $4.34 Billion Convertible Notes as BofA Starts Coverage at Buy

Microsoft Faces Decade-Low Valuation as Azure Surges and Copilot Upgrades Near

Nvidia Posts Record Quarter, Lifts Outlook as Market Weighs China Risk and Rising Rivals

OpenAI Lowers Compute Plan to $600 Billion as It Nears $100 Billion Funding Round

Paris Stocks Edge Higher on AI Calm as Carrefour Targets €1 Billion in Annual Savings

SoftBank Posts Fourth Straight Profit as OpenAI Gains Reshape Its Balance Sheet

Big Tech’s $600–$660 Billion AI Buildout Deepens Software Selloff as Chip Stocks Climb

Dow Jones Tops 50,000 for First Time on Tech Rebound

Teradyne Stock Jumps on AI-Fueled Q4 Beat and Big Q1 Guidance

CorVel Posts Modest Q3 Growth as AI Push and Acquisition Integration Advance

Zoom’s Quiet Anthropic Bet Pegged at $2–$4 Billion, Shares Jump 11%

AlphaTON Closes $46M Nvidia B300 Deal as Shares Spike and Company Launches $15M Offering

Biren Technology Sets HK H-Share IPO Price Range, Targets Jan. 2 Debut

Wedbush Sees $25 Billion AI Boost for Microsoft as Copilot Deployments Scale

Quantum Pure-Plays Soar in 2025 as Weak Fundamentals Put 2026 to the Test

Tether Launches QVAC Health, a Privacy-First Wellness App With On-Device AI

Meta Plans Up to 30% Cut to Metaverse Unit, Tilting Spend Toward AI

SoftBank Tumbles Again, Erasing $4.9 Billion From Masayoshi Son’s Fortune