Amazon Launches Text-Based Shopping Feature for Alexa
Amazon has introduced a new feature allowing customers to shop via text message through its Alexa platform.
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Oracle is becoming an unexpected pressure point in Wall Street's AI infrastructure trade, raising questions about the data center boom.
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Amazon has introduced a new feature allowing customers to shop via text message through its Alexa platform.
Microsoft and the Philippines Department of Education have launched a program to train 2,000 public school teachers in AI literacy and safety.
Arista Networks has issued a 2027 revenue outlook projecting approximately $18.5 billion, driven by an expected doubling of its AI fabric revenue to $7 billion.
Microsoft held an AI roundtable in New York City to discuss the integration of artificial intelligence within the financial services sector.
Following Democrats' 2026 midterm election victory, AI stocks face uncertainty due to potential new regulations on data centers and AI oversight. The article argues Apple is the best single AI stock to hold through this period because it pursues a device-focused AI strategy requiring minimal capital expenditure on infrastructure, unlike hyperscalers building expensive data centers. Apple's strong existing revenue base and lower capex profile provide financial flexibility to invest in AI without regulatory risk.
Iren (IREN) surged 20% after reporting strong Q1 FY27 earnings with AI cloud revenue nearly tripling to $200 million. The company is converting Bitcoin mining operations to AI cloud capacity and secured a five-year contract with 90% GPU prepayments, signaling strong customer demand and capital efficiency. However, execution risks remain as Microsoft-requested networking changes previously delayed a $9.7 billion AI project.