News
Space X wireless ambitions may be less threatening to carriers than feared: BNP Paribas (SPCX: NASDAQ)
1+ day, 11+ hour ago (65+ words) Seeking Alpha Lucia Gajdosikova/i Stock Editorial via Getty Images Space X's (SPCX) long-term wireless ambitions may be more complex, and less disruptive to traditional mobile carriers, than many investors currently assume, according to a June 12 research note from BNP…...
Chat GPT monthly average user base hits 1 B in May: Sensor Tower (OPENAI: Private)
3+ day, 20+ hour ago (59+ words) Seeking Alpha Open AI's (OPENAI) Chat GPT hit the 1 B monthly app users mark in May, according to digital market intelligence firm Sensor Tower's estimates. Anthropic's Claude benefited from a public response to Open AI's deal with the U. S. Department of…...
Open AI eyes massive $500 B Ohio data center campus leased with Nvidia backing: report (OPENAI: Private)
6+ day, 3+ hour ago (17+ words) Seeking Alpha...
Why is Meta dragging NSO back to court? New Whats App threats raise alarm
1+ week, 11+ hour ago (55+ words) Seeking Alpha Meta Platforms (META) is escalating its battle against Israeli spyware maker NSO Group, seeking a federal court contempt order after detecting new phishing attempts targeting Whats App users despite a permanent injunction obtained last year. According to an…...
The Supreme Court sides with the FCC's fine process in a legal battle with wireless carriers (VZ: NYSE)
1+ week, 4+ day ago (59+ words) Seeking Alpha The Supreme Court ruled that wireless carriers could not use constitutional arguments about jury trials to evade financial penalties the FCC imposed for mishandling customers' location data. The ruling is seen by industry watchdogs as preserving key consumer…...
Data Center Operators: AI's Underappreciated Winners
1+ week, 4+ day ago (65+ words) Seeking Alpha - As AI adoption grows, powered and ready-to-use data center capacity could become an increasingly important part of the AI infrastructure stack. - Computing needs shifting towards inference should make data center demand increasingly recurring and distributed. - The Global X…...
Apple's AI-focused apps on its App Store increase billings revenue fourfold (AAPL: NASDAQ)
1+ week, 4+ day ago (95+ words) Seeking Alpha AI-focused apps stormed into Apple's (AAPL) App Store, as billings revenue for such apps increased fourfold in 2025, and 40 of the top 100 apps on the storefront for that year featured consumer-facing AI capabilities, according to a new How has…...
Welcome to the bot-dominated internet (AIQ: NASDAQ)
1+ week, 4+ day ago (54+ words) Seeking Alpha Vertigo3d/i Stock via Getty Images Bot traffic has overtaken human activity in a closely watched slice of the internet, underscoring how quickly AI (AIQ) agents and other automated systems are reshaping the web. Cloudflare (NET) Radar data shared…...
IREN announces first Australian data center campus (IREN: NASDAQ)
1+ week, 5+ day ago (20+ words) IREN signs a 330k V transmission deal for an 800 MW Bundey, South Australia data center campus'one of APAC's largest....
STMicroelectronics data center outlook is 'ambitious,' but delivery still needed: Bof A (STM: NYSE)
1+ week, 6+ day ago (59+ words) Seeking Alpha - STMicroelectronics' (STM) higher-than-expected outlook for the data center is "ambitious," but the company still needs to execute, Bank of America said. - Shares jumped more than 16% in midday trading on Tuesday. - "Assuming current demand and customer engagements continue, STM…...