Investors were looking to Microsoft and Meta to provide reassurance that they will keep spending heavily on Nvidia chips.

It is often said that companies – particularly large companies with enormous IT budgets – do not buy products, they buy roadmaps. No one wants to go to ...

In today's newsletter, President Donald Trump's plan for widespread buyouts still raises plenty of questions. What's on deck ...

The $1 trillion stock selloff sparked by startup DeepSeek’s powerful new reasoning model goes beyond questions of training ...