A multibillion-dollar AI agreement is in limbo as the US Commerce Department scrutinizes the UAE's ties to Beijing, potentially impacting Nvidia's growth.
Hardware manufacturer Canaan's landmark U.S. order and Cipher Mining's strategic AI partnerships fuel renewed investor confidence.
Fair Isaac's new direct-to-lender model threatens a core revenue stream for TransUnion and Equifax, sending shares sharply lower.
Broadcom leads the charge as tech giants like Microsoft and Meta pour billions into AI chips, boosting the entire sector.
A rally in a micro-cap explorer sparks sector-wide gains, with Lithium Americas jumping over 23% on speculative interest in domestic supply.
The AI leader's new valuation surpasses SpaceX, underscoring intense investor confidence and boosting key partners like Microsoft and Nvidia.
The EV giant's first monthly sales decline in 2025 signals that a fierce price war and weakening domestic demand are hitting the sector.
Reports of a potential foundry deal with its chief rival are seen as a major validation of Intel's manufacturing strategy.