Category: Artificial Intelligence & Machine Learning

Estimated reading time: 4 minutes Key Takeaways Meta Platforms (NASDAQ: META) showcased strong Q2 earnings with revenue rising 21.6% to $47.52 billion and EPS of $7.14, surpassing analyst estimates. The company’s increased capital expenditure forecast for 2025, now between $66 billion and $72 billion, emphasizes a focus on expanding AI infrastructure. Wall Street remains broadly…

Estimated reading time: 5 minutes Key Takeaways Terawulf (NASDAQ: WULF) surged approximately 60% after Google invested $1.8 billion, boosting its growth prospects in AI infrastructure. The company is pivoting from Bitcoin mining to providing hyperscale cloud and HPC infrastructure, with major contracts and strategic partnerships. Google’s investment gives it warrants for about 41 million shares,…

Estimated reading time: 3 minutes Key Takeaways Nebius Group (NASDAQ: NBIS) is gaining significant attention in AI infrastructure, with projections of strong growth for 2025. The company aims to achieve positive EBITDA in H2 2025, supported by increasing AI infrastructure adoption. Analysts forecast an average price target around $62.50, with upside potential up to $84.…

Estimated reading time: 4 minutes Key Takeaways Microsoft aims to secure ongoing access to OpenAI’s technology beyond current limits tied to AGI breakthroughs. OpenAI is transitioning to a fully for-profit model, prompting renegotiations over control and equity. The outcome of this partnership will influence the future commercialization and integration of advanced AI technologies. The negotiations…