Explore MarketSpeaker's latest reporting, research, and expert analysis tagged with "ai", collected in one continuously updated archive.
Nvidia’s market capitalization climbed to roughly $5.5 trillion, exceeding the GDP of every country except the United States and China as shares hit fresh record highs.
Google introduced Googlebook, a new AI-focused laptop category powered by Gemini and Android 17, featuring contextual AI controls and natural-language desktop tools.
Donald Trump arrived in Beijing for a two-day summit with Xi Jinping focused on tariffs, semiconductors, AI restrictions, and broader U.S.-China economic relations.
Google is reportedly in talks with SpaceX about launching orbital data centers as tech companies explore new ways to expand AI computing infrastructure.
Cowboy Space raised $275 million to develop rockets designed for space-based AI data centers, targeting a rapidly emerging market for orbital computing infrastructure.
Wall Street analysts are increasingly optimistic that Amazon could eventually reach a $3 trillion market value as growth in AWS and logistics continues accelerating.
AI chipmaker Cerebras is expected to debut on Nasdaq on May 14 under the ticker CBRS, positioning itself as an alternative to Nvidia in the AI hardware market.
Akamai shares jumped 20% after the company reported strong quarterly earnings and announced a $1.8 billion AI infrastructure agreement.
Intel shares surged to a record high after reports that Apple may shift part of its chip manufacturing to Intel, increasing pressure on TSMC.
The S&P 500 reached a new all-time high of 7,420 as investor optimism around artificial intelligence and technology stocks continued driving the market higher.
Anthropic is reportedly preparing a $50 billion fundraising round at a $900 billion valuation, potentially surpassing OpenAI in private market value.
Elon Musk said xAI will be dissolved and absorbed into a new SpaceXAI division focused on artificial intelligence products. The move comes as Anthropic reportedly leases the Colossus 1 data center.
SoftBank shares jumped more than 16% as Japan’s technology-led rally pushed the Nikkei 225 to fresh record highs following the Golden Week holiday break.
Bank of America warned that potential IPOs from SpaceX and Anthropic, both valued above $1 trillion, may signal late-stage bull market conditions.
Anthropic’s implied valuation climbed to $1.2 trillion in the pre-IPO market, marking a 900% increase since October 2025 as investor demand for AI companies intensifies.