Samsung, SK Hynix shareholders call for bigger payouts from AI cash mountain - Reuters
Google News (Reuters)
Marvell Is Positioned to Absorb a Disproportionate Amount of This AI Capex Surge, So I Keep Buying
24/7 Wall St.
NTT DATA AI for Insurance Converts Complex Workflows into Governed, Repeatable AI-delivered Services
Al Bawaba - Company News
One Massive AI Hardware Truth Keeps Me Loading Up On AMAT Ahead of Aug. 13 Earnings Print
24/7 Wall St.
TSMC turns to OSATs for more CoW capacity as AI packaging bottleneck persists
DigiTimes: IT news from Asia
Taiyo Yuden's AI server exposure is starting to reshape its earnings outlook
DigiTimes: IT news from Asia
FLNC Stock Crashes Overnight As Weak Outlook Hurts, But Retail Loads Up On Historic AI Data Center Backlog
Stocktwits News Feed
How Vertiv is Becoming a Pure Play Digital Version of Schneider Electric for an AI-First World
24/7 Wall St.
Meta debuts AI coding agent Muse Code in race with OpenAI and Anthropic
Business Standard - India
Who Will Benefit Most From Amazon and Microsoft's Hyperscaler Leading AI Capex This Quarter?
24/7 Wall St.
Most Americans still trust financial advisors over AI tools for major money decisions, study finds
FOXBusiness.com - Business/Financial
Who needs consultants in the age of AI?
FT.com - Companies
Talk, don't type: Big Tech bets AI's future will be spoken
FT.com - Companies
AI apes fiction as OpenAI and Anthropic models go rogue
ireland.com: Business
Cybersecurity Stocks Retail Investors Are Watching After The Meta AI Hacking Disclosure
Simply Wall St
Commentary: Why China's AI optical-module dominance is Washington's next target
DigiTimes: IT news from Asia
Microsoft (MSFT) Is Up 24.8% After AI-Fueled Q4 Earnings Reveal OpenAI-Driven Revenue Surge
Simply Wall St
Google shifts AI leadership to California in race against Anthropic, OpenAI
Business Standard - India
AI orders give Soonest visibility into 2027
DigiTimes: IT news from Asia
