technology News
CoreWeave surges 10% on Anthropic AI infrastructure partnership
Multi-year deal underscores demand for GPU cloud capacity as AI workloads accelerate
Meta Set to Overtake Google as Largest Digital Ad Player in 2026
Emarketer forecasts Meta to lead with $243.46B ad revenue, while Google's US search share dips below 50%
AMD surges 3.9% as TSMC revenue boost powers AI chip rally
Semiconductor sector gains ground on robust foundry demand, validating data center growth strategies
ServiceNow plunges 19% after UBS cites AI budget pressures
Analyst cuts price target to $100 as enterprises shift spending away from traditional software
SanDisk surges on Bernstein $1,250 target as AI memory boom accelerates
Analyst cites underestimated NAND pricing strength as pure-play flash specialist extends 2,200% annual rally
Palantir tumbles on Burry's Anthropic competition warning
Investor fears mount as AI rival's enterprise adoption accelerates
Cybersecurity stocks plunge as AI competition fears mount
Treasury summons bank CEOs to discuss risks from Anthropic's advanced vulnerability detection model
CrowdStrike falls 7% on AI competition concerns
Cybersecurity giant faces pressure as AI-native security solutions emerge and enterprise spending slows