Amazon’s earnings coverage highlighted agentic commerce via Rufus, strong AWS growth, and a fast-growing AI chip business.

SoftBank is reportedly creating Roze, an AI and robotics company focused on data centers, with a possible U.S. listing.

Alphabet lifted its capital spending outlook while Google Cloud revenue surpassed $20 billion amid strong AI demand.

Samsung reported a sharp profit increase as AI-linked memory demand lifted the chipmaker's quarterly results.

Meta raised its 2026 capex forecast as investors weighed its expanding AI infrastructure commitments.

Elon Musk testified in his lawsuit against OpenAI and Sam Altman as the trial probed the lab's nonprofit roots.

Anthropic is discussing a funding round that could value the AI company at about $900 billion.