Every report ordered by publication time, newest first.
Capital One has announced an agreement to acquire fintech Brex for $5.15 billion, expanding its reach in business payments and expense management as competition intensifies across digital banking tools.
Apple and Google announced a partnership to use Google’s Gemini models and cloud technology for Apple’s next-generation foundation models, aiming to unlock new Apple Intelligence capabilities and an upgraded Siri.
Memory and storage companies are seeing sharp share-price gains as AI infrastructure spending accelerates and supply remains tight. Investors are increasingly treating high-bandwidth memory and storage as core beneficiaries of AI demand rather than secondary hardware markets.
President Trump is pressing tech companies to shoulder more of the energy costs associated with rapid data-center expansion, citing worries that rising power bills could become a political liability ahead of the 2026 elections.
Microsoft, Meta, Tesla, and Apple are scheduled to report earnings, offering fresh signals about demand, AI investment, and profitability. Investors are also watching how the Fed’s policy outlook intersects with tech valuations after a volatile stretch for growth stocks.
Barron’s reported Nvidia joined a major funding round for Baseten, signaling the growing importance of AI inference infrastructure as competition heats up around deploying models at scale.