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The simplest explanation is scale. A $127 million order is small next to Palantir's own forecast of more than $8.1 billion in 2026 revenue. It confirms that the program is moving ahead but does little to change the company's financial outlook. Investors appear to …
How CoreWeave got there comes down to engineering and money. The company said it automates rack setup through its Mission Control software, tests each rack as a full system before it enters production and connects racks over Nvidia Spectrum-X Ethernet so capacity can be …
Cykel AI PLC (LSE:CYKL) is one of a small cluster of London-listed companies trying to turn the hype around "agentic" artificial intelligence into recurring revenue. It sells software agents it markets as digital workers - autonomous tools designed to handle the repetitive, screen-based tasks …
Nebius (NASDAQ:NBIS) is racing to build one of the world's fastest-growing artificial-intelligence cloud businesses, renting out the enormous computing power that AI models need. But building that capacity is extraordinarily expensive, so Nebius must constantly balance breakneck growth against the funding required to pay …
Nvidia (NASDAQ:NVDA) matters to anyone following theNasdaq100 because it has become the single clearest barometer of whether the world's spending on artificial intelligence is still climbing. As the largest company in theindexby market value, its quarterly results move the whole benchmark, and its guidance …
Palantir (NASDAQ:PLTR) has become the market's favourite case study in whether businesses will really pay for artificial intelligence, and how much. Once known mainly for its government work, the company is now growing fastest by selling AI software to ordinary companies. For Nasdaq 100 …
Thomson Reuters (NASDAQ:TRI) sells the information and software that lawyers, accountants and tax professionals rely on to do their jobs, and it is now embedding artificial intelligence into those tools. Whether professionals pay for AI that helps them work faster makes Thomson Reuters a …
Workday (NASDAQ:WDAY) runs the human-resources and finance systems of many of the world's largest companies, and it is now weaving artificial intelligence into that essential software. Whether big organisations adopt and pay for those AI features makes Workday a crucial test of enterprise AI …
CoreWeave (NASDAQ:CRWV) has become one of the purest bets on the artificial-intelligence boom: a company that rents out enormous amounts of AI computing power and is spending vast sums to build more. That combination of explosive growth and heavyCapitalspending makes CoreWeave a genuine pressure …
Cisco Systems (NASDAQ:CSCO), long seen as a mature and steady technology company, has found itself back in a growth conversation thanks to artificial intelligence. The reason is simple: the vast data centres being built to train and run AI need enormous amounts of networking …
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