Netflix vertical video is landing soon.

Among Nvidia, Alphabet, Apple, Microsoft, Amazon, Meta Platforms, and Tesla, there are two screaming bargains and one pricey company whose valuation can't be justified.

Drugmaker Merck & Co said on Wednesday it will partner with Google Cloud to build up its artificial intelligence capabilities, investing ‌as much as $1 billion with Google over a number of years to fund AI ‌infrastructure, engineers and licensing of the tech company's Gemini Enterprise platform. The partnership, announced at Google's Cloud Next conference in ​Las Vegas, builds on work already underway between the companies and includes Google Cloud engineers working alongside Merck teams, executives from both companies said.

Alphabet Inc.'s Google is reportedly advancing its AI hardware push by working with Marvell Technology on two new chips designed to improve efficiency and challenge Nvidia Corp's lead. Custom Chips To Boost AI Performance Google is in discussions with Marvell to develop a memory processing unit designed to work alongside its Tensor Processing Unit and a new TPU specifically optimized for running AI models, Reuters reported on Sunday (via The Information). The chip is aimed at improving how data

This trio of industry leaders offers a potentially smarter way to gain exposure to a presumed record-breaking initial public offering (IPO).

Broadcom shares sit just below record highs as analysts upgrade earnings estimates.

European innovation is battling big tech — and bigger walls.

Cloud Next '26 -- Today Vodafone Business and Google Cloud announce an expansion of their strategic partnership with two new solutions to equip small-and medium-sized businesses (SMBs) with advanced cybersecurity and agentic AI.

Anthropic is expanding its usage of TPUs.

Problems enforcing Australia's teen social media ban reflect social media platforms' weak deployment of tools available to run age checks rather than ‌the limits of the technology, an industry body representing the tech suppliers said. "The issue is not capability, it is application," Iain Corby, executive director of the Age Verification Providers Association (AVPA), in a statement. Early shortcomings showed a need for stronger expectations and enforcement, rather than that age ‌assurance technology did not work, ⁠it added.

In recent days, reports indicated that Alphabet’s Google is in advanced talks with Marvell Technology to co-develop two custom AI chips, a memory processing unit to work alongside Google’s tensor processing units and a new TPU tailored for inference workloads, potentially deepening Marvell’s role in hyperscale data center infrastructure. This potential collaboration with Google, alongside existing relationships with other major cloud providers and Nvidia’s ecosystem investment, highlights...

Nuclear energy is on the rise, and Cameco and Oklo could benefit.

(Bloomberg) -- SpaceX said it has an agreement giving it the right to acquire artificial intelligence startup Cursor for $60 billion later this year or to pay $10 billion for the companies’ work together, part of the Elon Musk-run firm’s efforts to catch up with rivals in AI coding tools.Most Read from BloombergInside Alex Cooper’s Unwell: Tears, Screaming and Employees Looking for the ExitKuwait Declares Further Force Majeure on Oil ShipmentsTrump Extends Iran Ceasefire, Keeps Blockade as Talks

Alphabet and Amazon both look like great buys as the market shifts back toward growth stocks.

Even though every model charges its API customers per token, tokens are far from a standard unit.