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The first chip, MTIA 450, code-named Arke, is scheduled for deployment across Meta's data centers starting in the first half of 2027. Meta received its first batch of 12 Arke units from TSMC (NYSE:TSM) on September 1, with early testing showing performance within 2% …
It is tempting to file every Nasdaq technology ticker under a single "AI" heading. September 2026 argues otherwise. RUM Group (NASDAQ:RUM), Chime Financial (NASDAQ:CHYM), Riot Platforms (NASDAQ:RIOT), Corsair Gaming (NASDAQ:CRSR) and Credo Technology (NASDAQ:CRDO) sit within the same broad software-and-technology-services conversation, yet almost nothing …
● VNET Group's wholesale data-center capacity crossed 1 gigawatt at 1,007 MW with utilization near 74%, even as second-quarter 2026 netRevenueof RMB2.78 billion came with a net loss of RMB135.6 million.
The pre-market selloff in AI and ancillary stocks on Monday, September 14, 2026, was not a random risk-off day. It was a reaction to a rare weekend alignment among the people who build frontier models: Anthropic CEO Dario Amodei, OpenAI CEO Sam Altman, and …
What's driving Hut 8 (NASDAQ:HUT) isn't a single announcement today, it's investors continuing to reward a fundamental repositioning of the business that's been unfolding over several sessions. Shares are extending a multi-day rally fueled by the company's recently disclosed $9.8 billion Texas AI data …
Two months before Hugging Face made headlines, something similar had already happened, and nobody outside a small circle knew.
Globant (NYSE:GLOB), a digital-engineering and IT-services company, reported flat revenue and trimmed guidance in its core business, even as rapid growth in its AI offerings continued. For investors, the question is whether its AI-driven services can scale fast enough to offset the headwinds facing …
Lantern Pharma (NASDAQ:LTRN), an AI-driven precision-oncology company, is advancing a pipeline of cancer therapies developed using its machine-learning platform. With encouraging mid-stage lung-cancer data and multiple programs progressing, the question is whether this small biotech can secure the funding it needs, given its limited …
Yext (NYSE:YEXT), a software company that helps brands manage their digital presence across search and AI channels, reported flat revenue even as profitability improved and the company returned substantialCapitalto shareholders. For investors, the question is whether the company's sharpened focus on enterprise customers and …
EPAM Systems (NYSE:EPAM), a digital-engineering and software-services company, reported that slow growth in its core North American market and a faster-than-expected shift away from traditional services overshadowed rapid growth in its AI-native offerings. For investors, the question is whether this software and AI company …
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