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Citigroup raised its AMD price target to $800 from $575 and lifted its 2030 CPU market forecast to $300 billion, pointing to Meta's Muse and other AI agents as a new source of CPU demand, sending AMD to
Anthropic has published its IPO prospectus, revealing a $42 billion net loss for 2025 and plans to spend $518 billion on compute and infrastructure in coming years, targeting a valuation north of $2 tril
Amazon has opened its Seller Central APIs to outside AI agents, launching a US beta plugin that lets sellers manage inventory, pricing, listings and analytics through Anthropic's Claude or Amazon's own Q
Chinese regulators are quietly holding back new humanoid robot IPOs through informal "window guidance," after Unitree Robotics shares soared fivefold at listing then slumped 55%, prompting scrutiny of wh
Bank of America, NatWest, ING, Capital One and other major lenders have jointly warned that AI shopping agents are outpacing fraud and privacy protections, calling for mandatory disclosure and transparen
Wall Street futures jumped Monday as chip and AI names rebounded sharply from the prior week's rout, with Intel up 5.4%, Meta gaining 2.4%, and Marvell adding 2.6%, as easing oil prices and Treasury yiel
