Explore MarketSpeaker's latest reporting, research, and expert analysis tagged with "ai", collected in one continuously updated archive.
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.
BlackRock CEO Larry Fink said growing shortages in AI infrastructure could eventually create a futures market for computing power, similar to oil or energy trading.
Intel stock jumped 12% to a record high, driven by AI chip optimism and reports of a potential Apple partnership. The rally has also boosted the value of major institutional holdings.
South Korea’s KOSPI index surged 37% in just 34 days to a record high, driven by booming global demand for AI semiconductors. The rally added roughly $1 trillion in market value.
SanDisk shares reached a new record high, rising nearly 4,000% over the past year as demand for AI data center storage continues to outpace supply.
Anthropic is reportedly in talks to raise up to $50 billion at a valuation approaching $900 billion, reflecting surging demand for AI investments.
Elon Musk has begun testifying in his case against OpenAI, seeking to remove leadership and claim $134 billion in damages over alleged contract violations.