Markets

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Capital View

Dell AI-optimized server infrastructure supporting hyperscale computing, enterprise AI deployments, and large-scale data center expansion.

Dell Shatters Records as AI Infrastructure Demand Accelerates

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Salesforce Tower headquarters in San Francisco, reflecting the company’s expansion across enterprise AI, data infrastructure, and agentic software platforms.

Salesforce Beats Q1 Estimates as Agentforce Scales

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Marvell Becomes a Core Infrastructure Layer for AI Scaling

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Snowflake headquarters in San Mateo, California, as the company expands its enterprise AI and agentic infrastructure strategy.

Snowflake Breaks Out as the Agentic Enterprise Takes Shape

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NVIDIA CEO Jensen Huang during NVIDIA’s fiscal Q1 2027 earnings period as Blackwell systems, AI factories, accelerated computing, and data-centre revenue drive record growth.

NVIDIA Posts $81.6 Billion Quarter as AI Infrastructure Scales

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Klarna branding displayed at the New York Stock Exchange during the company’s IPO as investors react to Klarna quarterly earnings and Klarna 1 billion Q1 revenue growth milestone in fintech and digital payments markets

Klarna Posts $1B Quarter as Fintech Maturity Gains Pace

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Cisco branding displayed during Cisco earnings 2026 as AI infrastructure orders, networking demand, enterprise AI upgrades, and hyperscale AI infrastructure spending accelerate globally.

Cisco Raises AI Outlook to $9 Billion After Record Run

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U.S. President Donald Trump reviews an honor guard alongside Chinese President Xi Jinping during the Trump Xi Beijing summit as U.S.-China trade talks, rare earth negotiations, AI competition, and semiconductor policy discussions dominate the agenda.

Two Powers, One Table: Trump and Xi Rewrite the Rules in Beijing

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Donald Trump arriving in Beijing representing Trump Beijing summit, U.S.-China trade talks, semiconductor export controls, and bilateral economic relations

Trump Brings Wall Street and Silicon Valley to Beijing Summit

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Alibaba cloud data center representing Alibaba cloud revenue growth, AI cloud infrastructure, cloud intelligence growth, and Chinese artificial intelligence company expansion

Alibaba's Cloud Business Surges 38% on Accelerating AI Demand

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SoftBank Signature Store in Tokyo representing SoftBank AI strategy, SoftBank FY2025 results, Masayoshi Son AI ambitions, OpenAI investment, Arm Holdings revenue, artificial intelligence infrastructure, semiconductor AI growth, and AI computing infrastructure expansion

SoftBank Bets Big on AI While Keeping Its Balance Sheet Clean

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Traders on the New York Stock Exchange representing the April jobs report, U.S. labor market, Federal Reserve expectations, and nonfarm payroll growth

April Jobs Report Beats Forecasts but Signals Slower Growth

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AI Cyberattacks Surge as Deepfakes and ML Breach Defenses

Workday Reports Data Breach Through Third-Party CRM System

Security Flaw in Perplexity's Comet AI Browser Exposes User Data

DDoS Attacks Overwhelm Global Digital Networks via IoT Botnets

AI Tools Turn Hackers Into Sophisticated Cybercrime Threat

Meta CEO Mark Zuckerberg testifies before the Senate in 2024, pictured as Meta faces a $17 billion teen safety settlement involving Facebook, Instagram, child safety and youth social media protections

Meta's $17 Billion Reckoning Over Teen Safety Design

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Roblox's Revenue Climbs 36% as Bookings Growth Stalls Sharply

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Netflix's Quarter Was Fine. Wall Street Wasn't Convinced.

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