Asa Fitch

Asa Fitch Big tech companies are tripping over themselves to get as many chips as possible to secure AI supremacy.

With AI cloud competition heating up, this company that used to own Russia’s biggest search engine is making its case.

Pure-play AI investments are inherently risky, as returns aren’t yet close to matching the trillions of dollars being spent on tech’s latest craze. But some bets are riskier than others. And one of them—AI cloud player Nebius—has some [intriguing upsides](https://www.wsj/tech/ai/move-over-corew

Asa Fitch Pure-play AI investments are inherently risky, as returns aren't yet close to matching the trillions of dollars being spent on tech's latest craze.

Plus, a Wall Street-backed cloud-computing effort and rising opposition to AI

Asa Fitch OpenAI won its legal tussle with its former backer Elon Musk on Monday. That the trial happened at all counts as a loss for Sam Altman's highflying startup.

Plus, investors look past FDA risks, and suspicious oil trades trigger a probe.

Nvidia’s profits are expected to more than double when it reports results today, but investors want to know if gains are coming from rising prices or sales of more gear. In today's Markets A.M. newsletter, I write about how AI (and its rising price tag) is testing even the deepest Big Tech pockets.

There is much to gain for the company that moves faster.

The “Intel Inside” marketing campaign made Intel a household name and a ubiquitous personal-computer chip supplier in the 1990s. These days, “Nvidia Inside” has a lot more selling power. Intel shares fell yesterday after Nvidia unveiled a new line of PC chips, and are down a further 2% in premarket