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GE Vernova Falls 1.3% as $200 Billion Backlog Test Approaches

AI power demand is filling the order book, but capacity, deposits and service margins determine its ultimate quality.

Freight Tech Isn’t Dead – It’s Getting Picked Apart More Than Ever

Craig Dickman of TitletownTech joined FreightWaves Today to talk freight tech, capital discipline, and what actually stands out in this market. If you’re building, buying, or betting on logistics tech, what’s the one signal you trust most right now? TitletownTech, the early-stage venture fund launched in 2019 as a partnership between the Green Bay Packers […] The post Freight Tech Isn’t Dead – It’s Getting Picked Apart More Than Ever appeared first on FreightWaves.

Jayapal Statement on Senate Blocking War Powers Resolution

Tech Exec Says China Is About to Burst the Memory Chip Pricing Bubble

Acer's chairman just accused the world's biggest memory chip suppliers of using public shortage forecasts as a covert pricing signal, and he named a specific date when the whole story falls apart.

Jensen Huang Says AI Boom Will Eventually Hit a 'Period of Digestion,' But Not for 2-3 Years

Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang says the artificial intelligence infrastructure boom will eventually produce more computing capacity than the market needs, but he doesn’t expect that turning point for another two to three years. Asked by Ezra Klein whether...

Alphabet Or Meta: Whose AI Build Would You Rather Fund?

If you own Alphabet (GOOGL) or Meta Platforms (META), you own the same idea: AI makes an advertising machine earn more, and both companies are spending heavily on computing capacity. The fork is where the money comes back from. Alphabet already has outside customers under contract through Google Cloud. Alphabet already sells directly to enterprise customers under contract through Google Cloud, whereas Meta is in the earlier stages of commercializing enterprise access to its AI models.

Dun & Bradstreet Accelerates Credit Analysis by up to 30-40% with New AI-Powered Capabilities

Dun & Bradstreet today announced the launch of new AI-powered capabilities to help finance teams make faster credit decisions, surface portfolio risks earlier, and optimize growth opportunities.

Microsoft Stock’s Big Test: Delivering on a $678 Billion Backlog

Microsoft's next phase of growth may depend less on new customers than on serving the ones it has. The stock has run hard, returning 37% over three months against 5.0% for the S&P 500. At a market value of about $3.7 trillion, any new business must be large to move the shares. Will new data center capacity arrive fast enough to serve the demand Microsoft (MSFT) has already won.

This Week In E-Commerce - AI Investment Transforms Shopping Experience Through Data-Driven Innovation

In recent developments within the e-commerce sector, Azoma, a platform specializing in Agentic Commerce Optimization, has received an investment from dunnhumby ventures. This move aims to enhance Azoma's capabilities in Generative Engine Optimization (GEO), crucial for retailers and consumer packaged goods (CPG) brands in connecting AI visibility to revenue. The partnership reflects a shared belief in the rising importance of AI shopping assistants as a primary means for consumers to make...

Oracle Health and ID.me Team to Simplify Secure Access to Health Data

Oracle Health and Life Sciences Summit – Oracle Health and ID.me today announced a collaboration to integrate ID.me's trusted digital identity capabilities into Oracle Health solutions. The integration will simplify patient intake and help strengthen controlled-substance provider credentialing through trusted digital identity