10+ hour, 28+ min ago   (351+ words) Both tech giants posted strong AI revenue growth in their latest quarters, but negative free cash flow raises the question of how long investors will tolerate the cash burn. Alibaba and Amazon are both pouring tens of billions into AI…...

11+ hour, 34+ min ago   (269+ words) None of this infrastructure exists because Australian buyers suddenly distrust American technology on principle. It exists because the procurement rules changed, and providers that can tick every box on the DTA’s five-point sovereignty test now have a structural advantage bidding…...

18+ hour, 36+ min ago   (8+ words) KuCoin...

2+ day, 11+ hour ago   (469+ words) Little-known Fluidstack has emerged as a testbed for Google's in-house AI chip sales initiative, a role that has earned it an $18 billion valuation and catapulted its founders into the ranks of billionaires. Nowadays, Google has also begun to sell TPU…...

14+ hour, 53+ min ago   (283+ words) Oracle shares rose nearly 8% in extended trading on September 10 after the company reported booking more than $30 billion in additional AI cloud contracts during the first quarter of fiscal 2027, lifting remaining performance obligations to $664 billion. The backlog was up $209 billion from…...

16+ hour, 23+ min ago   (437+ words) Nvidia's expected 70% growth rate keeps Alphabet far away from its title as the world's largest company. Both stocks trade at the same valuation level. Alphabet(NASDAQ: GOOG)(NASDAQ: GOOGL) is the world's third-largest company, sitting around a $4 trillion market cap....

1+ day, 14+ min ago   (837+ words) Cloud gaming platforms are facing significant cutbacks as major technology companies redirect data center capacity and GPU resources toward artificial intelligence workloads. Microsoft will cap Xbox Game Pass cloud gaming hours starting in November, limiting Ultimate subscribers to 15 hours monthly....

1+ day, 7+ hour ago   (577+ words) One email, every weekday morning. What moved in Latin American markets, politics and expat life. Yesterday’s subject line: “'The false peace is over' - Colombia” Two companies entered Venezuelan heavy oil this month. One is named in an American licence. The…...

1+ day, 3+ hour ago   (18+ words) Nvidia and Broadcom both benefit from the AI infrastructure boom, but one is still a better stock pick....

2+ day, 4+ hour ago   (225+ words) BMO pointed to several positives following Oracle's fiscal first-quarter results, including operating cash flow, operating margins and a reasonable sequential increase in remaining performance obligations. But the bank flagged the sequential decline in gross margins as a potential investor concern…...