The company’s stock has received two recent analysts downgrades, after both flagged increased competition from YouTube.
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In its last earnings call, Generac said that its data center backlog already totaled $1.6 billion before accounting for the Amazon agreement.
Sales on TikTok Shop accounted for 2% of all US e-commerce sales in July, according to Consumer Edge, more than Costco or Target.
OpenAI showed off its aptly named new semiconductor at its Hot Chips conference Tuesday, the day before Nvidia’s earnings.
One analyst says investors disenchanted with Netflix have lost the plot (in much the same way as the final season of Stranger Things).
Hundreds of thousands of drone deliveries have already been completed so far this year, well up from years past, Amazon said Wednesday.
Thiel Macro is suddenly back in action with a roster that seems less concerned about an AI bubble, and more concerned with an AI bottleneck.
Users who encounter an AI summary click on an actual link to a third-party site just 8% of the time, according to a recent Pew Research study.
Investors looked past Uber’s revenue growth Wednesday to focus on risks to the company from the robotaxi revolution.
CEO Andy Jassy hiked the company’s capex guidance about 10% to $220 billion, but investors loved a booming AWS business.
Faster, cheaper models from DeepSeek, Moonshot and other Chinese firms let users prioritize AI cost-effectiveness, undercutting US giants.
Google shares have been hammered recently as two top artificial intelligence researchers spurned the company to join OpenAI and Anthropic.
The domestic box office has pulled in nearly $4.5 billion so far this year, the highest mark for the period since 2019, according to Rentrak.
Cybersecurity experts are raising concerns that the shutdown of Anthropic’s models could open bigger holes in the US’s digital defenses.
The company is opening up its less-than-truckload service to all businesses, letting anyone reserve space by the pallet in its trucks.