• Nvidia (NASDAQ: NVDA) has told some of its largest customers that the price of servers containing its AI chips will rise by more than 15% in many cases, Bloomberg reported, with soaring memory costs the driver. The increases apply to systems shipping in early 2027,......

  • On September 1, John Ternus becomes chief executive of Apple (NASDAQ: AAPL), and Tim Cook steps into the role of executive chairman. The handover has been known since April, when Apple announced it and the board approved it unanimously. But a succession that read as......

  • SpaceX stock is not expensive because the market has lost its mind about rockets. It is expensive because the market has already agreed to pay for an artificial-intelligence business that does not yet appear in the accounts — and the two contracts underpinning that business......

  • Amazon’s second quarter looked like one of the best in its history: net income of $62.6bn, earnings per share of $5.75 against $1.68 a year earlier, a stock that jumped 15.3% in a single session. Read the fourth bullet of the company’s own release, though,......