NVIDIA Corporation

Nvidia will provide Thinking Machines Lab with next-generation processors Vera Rubin

Nvidia invests in startup of ex-OpenAI head who replaced Altman after his resignation

Oracle Corporation

For the first time in 15 years, Oracle was able to grow both revenue and profit by more than 20%

Revenue at Oracle's key division rose 84%. Shares soared 9%

Minimax-wp

Astera Labs, Inc.


Forbes estimates the combined fortune of people who have made money from AI at $2.9 trillion

The world has 45 new AI billionaires amid discussions of a market bubble

Amazon.com, Inc.

Meta Platforms, Inc.

Alphabet Inc.

Investor demand for U.S. investment-grade bonds is four times the size of offerings this year

Amazon has launched the largest bond offering in history for the sake of spending on AI

Oracle's stock, which has already lost more than 50% since its September peak, is under pressure amid controversy surrounding big tech companies' spending on AI

'Whatever you do, you lose': why is Oracle's stock falling ahead of the report?

Absci Corporation

Mitek Systems, Inc.

Evolv Technologies Holdings, Inc.

The AI Small Cap Index, assembled for <i>Oninvest </i>by analyst Aldiyar Anuarbekov, delivered a strong gain in 2025. The index includes 43 small caps whose businesses are linked to AI infrastructure, sensing technologies, robotics, and quantum computing. For 2025, the equal-weight index climbed 34.6%, while the cap-weight index rose 58.2%. For comparison, the broad-market S&amp;P 500 gained 16.3%, while the Russell 2000, which tracks smid-cap companies, advanced 11.3% over the same period.

Three AI small caps that look ready to extend gains as investors grow more selective

Apple Inc.

Apple can't release a new smart home hub that will unify the company's devices because the AI for Siri isn't ready yet

Apple has delayed the release of a new AI device because of 'stupid' Siri. What to expect?

Anthropic says it is limiting the use of its technology given the potential for AI errors

Anthropic has filed a lawsuit against the U.S. Department of Defense. The dispute with the authorities has made the AI startup popular

Samsung Electronics Co., Ltd.

SK hynix Inc.

Taiwan Semiconductor Manufacturing Company Limited

Western investment giants are actively buying back shares of Asian beneficiaries of the AI boom after a record drawdown 

AI vs. geopolitics: how the Iran war opened a window for investment in Asia's IT sector

SoftBank Corp.

Anthropic intends to challenge the US authorities' decision to deem the company a "supply chain risk," which effectively excludes its Claude models from defense contracts. Oracle is preparing to lay off thousands of employees to offset the cost of building data centers for AI workloads. On these and other topics - in our roundup of key events for the morning of March 6.

Main by morning: Anthropic wants to sue Pentagon, cuts to Oracle

Palantir Technologies Inc.

The US used Claude in an operation against Iran despite a dispute over the military use of AI between Anthropic and the Pentagon

Anthropic's AI played a key role in U.S. strikes on Iran - The Washington Post

Broadcom Inc.

OpenAI has increased annual revenue to more than $25 billion and is expanding aggressively in the enterprise market, competing with Anthropic and Google. Broadcom expects AI chip sales to exceed $100 billion by 2027. On these and other topics - in our review of key events by the morning of March 5.

Artificial intelligence (AI)