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News 2026-10-07 14:10 UTC
Penguin Solutions Inc. (NASDAQ: PENG ), which builds and manages large AI computing systems, disclosed a mystery 36,000-GPU project in Norway Tuesday whose details closely match a $10 billion Volta Infrastructure buildout that Bloomberg has reported is for Anthropic. Penguin said an unnamed cloud infrastructure custome
News 2026-10-07 13:51 UTC
Meta Platforms Inc. (NASDAQ: META ) could generate more than $27 billion a year from its month-old Muse personal AI agent by 2030, according to Citigroup Inc. (NYSE: C ), as usage grows and the race to become consumers’ default AI agent intensifies. Muse has topped 6.6 million downloads since its Sept. 8 launch and rea
News 2026-10-06 19:41 UTC
Nvidia Corp. (NASDAQ: NVDA ) is nearing a $6 trillion valuation as major indexes hit records, but Rosenberg Research founder David Rosenberg says that strength is masking "a whole lot of pain" across the broader market. Speaking on CNBC Tuesday, Rosenberg said weak market breadth, a measure of how widely gains are shar