A blowout quarter sends investors scrambling for their calculators

Nvidia lit up the market with a quarterly surge that made the cocaine nose jobs of Wall Street forget their nerves about runaway AI spending.

One-gigawatt Claude commitment shows how frantic the AI gold rush has become

Nvidia has finally smoked a peace pipe with Anthropic after years of sniping, proving that the AI boom is now so ravenous it can turn rivals into drinking buddies.

More tools, more chaos

Investment in data streaming is ballooning as firms chase AI dreams yet find themselves tangled in a growing thicket of platforms.

Big Red’s grand AI punt keeps shredding its own valuation

Oracle’s market value has been sliding like a greased ferret since 10 September, when it trumpeted its $300bn deal with OpenAI and watched roughly $315bn vanish in the process.

Thiel and other mega-rich investors dump their stakes amid fraying nerves

Panic spread through trading floors after venture capitalist and Trump cheerleader Peter Thiel flogged all the Nvidia shares he held.

Long-time believer wanders toward Alphabet

Warren Buffett’s Berkshire Hathaway has just done the unthinkable and taken a $4.3 billion bite out of Alphabet while casually trimming its once worshipful stake in the Fruity Cargo Cult Apple.

Manages to confuse everyone with one tiny edit

Someone at the Fruity Cargo Cult Apple has been tinkering with its Apple Intelligence pages again, and the result is the usual delightfully shambolic mess.

BNY and Walmart claim their digital workers are more than flashy demos.

For all the noise about AI agents changing everything, most have looked like expensive toys waiting for a job. Now, a few early adopters say the graft is paying off.

Claude maker throws silly money at US data centres

Anthropic has decided that the only way to keep its AI toys from coughing is to pour $50 billion into new infrastructure across the US.

Outshines iPhone biz as server demand roars ahead

Contract manufacturing giant Foxconn has posted a 17 per cent surge in third-quarter profits, with AI servers doing the heavy lifting while iPhones took a backseat.