Marvell Technology is in talks to buy data center optics maker Lumentum Holdings. The deal could close next week according to sources. Nvidia backs up Lumentum...
Microsoft Corp. reported better-than-expected cloud revenue, suggesting the company continues to reap the benefits of its massive investment in artificial intelligence. Sales at Azure were up 48%....
Anthropic is weighing a retail offering of 15% to 20% of the shares available in the IPO, according to people familiar with the matter. Those sources...
Bloomberg’s Ed Ludlow breaks down expectations for Microsoft and Alphabet, which both report earnings after the bell, with Wall Street looking for proof that their massive...
Anger over the AI buildout is coming from the “fringes,” says Shawn Matthews, chairman of Host Digital, a vertically integrated data center developer. Matthews, who is...
AI will help boost video game quality, allowing developers to be more creative and deal with issues like old code, says Bing Gordon, a founding executive...
Anduril Industries and Qualcomm are producing laptops designed and assembled in the US, called BlueChip, to supply critical industries. Ed Ludlow has more on “Bloomberg Open...
SoFi CEO Anthony Noto says the company’s growth shows it’s better able to handle economic uncertainty. The fintech firm raised its full-year net revenue guidance to...
The use of AI in political advertising during the 2026 midterm cycle climbed to over $137 million across at least 220 unique ads, according to research...
Bloomberg’s Ed Ludlow takes a look at Meta’s plan to boost its equity offering to almost $98 billion, one of the largest ever, as it raises...