Nvidia has another record quarter amid record capex spends
“The demand for tokens in the world has gone completely exponential,” Nvidia CEO Jensen Huang said about the company’s earnings.
earnings
Zuckerberg teases agentic commerce tools and major AI rollout in 2026
Mark Zuckerberg says 2026 will be “a big year for delivering personal super intelligence.”
With an Intel recovery underway, all eyes turn to its foundry business
Intel added $20 billion to its balance sheet in Q3 but didn’t offer many details on the progress of its floundering foundry business.
Rocket Lab eyes big defense opportunities with new acquisition
Rocket Lab is taking the concept of an ‘end-to-end’ space company to new heights with a forthcoming acquisition.
Amazon CEO wants to put ads in your Alexa+ conversations
Andy Jassy’s description of an AI-generated ad that Alexa+ delivers in a multistep conversation, which could help users find new products, is uncharted territory for Amazon and the broader tech industry.
Apple projects tariff costs will hit $1.1B next quarter
While sales growth suggests fear of tariffs helped fuel sales, Cook downplayed the “pull forward” effect, noting that consumers were more motivated by the “strength of the product.”
Apple plans to ‘significantly’ grow AI investments, Cook says
Apple is open to M&A to accelerate its AI strategy, and says it’s made seven acquisitions this year so far.
Intel continues to pull back on its manufacturing projects
Intel cancelled multiple manufacturing projects in Europe and delayed its Ohio chip plant for the second time this year.