Big tech, chips, software, cloud, AI platforms, devices, and the companies shaping the digital economy.
A Wall Street note highlights how “advanced packaging” technologies, which help cram more computing power into smaller chips, may become a key enabler for AI infrastructure growth. Intel is among the companies that could benefit if customers accelerate demand for next-generation data center processors.
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Stifel reiterated a Hold rating on Microsoft, citing what it called important outlines from a Project Kilby agreement related to expanding data-center capacity and the power requirements that come with it.
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Ahead of Prime Day, Amazon is highlighting ultra-low-price items on Amazon Haul and adding an extra layer of savings for qualifying orders, alongside a $5,000 gift card sweepstakes.
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A key index change is drawing attention to Alphabet, as the company behind Google is set to take over Verizon’s spot in the Dow on June 29, according to Yahoo Finance.
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An analyst view cited by Yahoo Finance points to resilience in Amazon’s near-term sales outlook, despite expectations that shifting Prime Day dates could distort year-over-year comparisons going into later quarters.
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A new market report frames HSBC Holdings as a steady UK dividend payer while also indicating an effort to bring artificial intelligence capabilities closer to customers using Google technology. What remains unclear is how quickly those AI initiatives could translate into measurable revenue or cost benefits.
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S&P Dow Jones Indices announced that Alphabet will be added to the Dow and Verizon removed, with the change scheduled to take effect June 29.
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The company’s latest annual look at AI adoption in education says momentum is building, but districts still need help turning experimentation into day-to-day implementation.
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TensorX, founded by Irish teams, says it will deploy NVIDIA Blackwell hardware for a sovereign AI inference platform and is targeting up to €100 million of NVIDIA GPU capacity as it scales.
