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The AI trade is no longer a single trade. After two years in which the largest beneficiaries of the generative AI capital cycle moved together with unusual coherence, the past several sessions have produced a sharp internal divergence. Meta Platforms (NASDAQ:META), Nvidia (NASDAQ:NVDA) and …
Intel Corporation (NASDAQ:INTC) has emerged as the standout mover among large-capitalisation US equities over the past week, with the stock advancing roughly 20% across five trading sessions and reclaiming levels not seen in more than a year. The move has been driven by a …
Microsoft Corporation (NASDAQ: MSFT) closed lower on Friday despite reporting another quarter of double-digit revenue and earnings growth, illustrating how rapidly the bar for the world's most valuable software franchise has been raised. With trailing twelve-month capital expenditure now running well above $90bn and …
The trial that opened this week in New Mexico is the first full-merits proceeding by a US state attorney general to allege specific child-safety failures across Meta Platforms' core social products and to seek structural injunctive relief that would alter how those products are …
The trial that opened this week in a California courtroom is, on the surface, a contractual and structural dispute between Elon Musk and OpenAI, the artificial intelligence company he co-founded and later left. In substance, it is the most consequential corporate-governance case the AI …
A growing coalition of artificial intelligence start-ups is publicly challenging Apple over App Store rules that they say make it commercially unworkable to ship 'vibe coding' tools — the new generation of consumer-grade applications that let non-developers describe what they want in natural language …
Everyone Wants More AI. So Why Is There Not Enough?
Qualcomm Incorporated (Nasdaq:QCOM) has long been one of the most-watched names in the global semiconductor complex. As of late April 2026, the stock is in focus because the company is navigating two powerful crosscurrents at the same time: a record-setting expansion in automotive and …
Few names anchor the modern internet economy the way Alphabet Inc. (Nasdaq:GOOGL) does. From Google Search to YouTube, from Android to Google Cloud, and from Waymo to the Gemini family of AI models, the company sits at the intersection of nearly every structural trend …
Meta Platforms (Nasdaq:META) has spent the past two years transforming from the company that pivoted to the metaverse into one of the most aggressive spenders on artificial intelligence infrastructure on the planet. Following the company's Q1 2026 results released on April 29, 2026, the …
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