Google expands partnership with Intel for AI chips

Google has committed to using multiple generations of Intel chips to power its AI data centers, in an expansion of an existing partnership.
JPMorgan sees more upside for this AI data center play, fueled by ‘exceptional earnings growth’

Lumentum is likely to see its shares rise thanks to the high-speed networking equipment, 3D sensors and industrial lasers it makes for AI data centers.
American Airlines makes bag fees even more expensive for basic economy tickets

American Airlines is joining Delta, United, Southwest and JetBlue in raising its checked bag fees as the industry deals with high jet fuel prices.
Amazon CEO Jassy defends $200 billion AI spend: “We’re not going to be conservative”

Amazon shares have struggled so far this year as investors question the company’s aggressive AI spending plans.
Inflation held sticky at 3% as U.S. headed into war with Iran, key Fed gauge shows

The gauge released Thursday offers the Federal Reserve a snapshot of conditions leading into the Iran war.
Stocks making the biggest moves premarket: Constellation Brands, Datadog, Occidental Petroleum, CoreWeave and more

These are the stocks posting the largest moves in the premarket.
JPMorgan upgrades a key financial stock that has gotten hit in 2026

The bank upgraded its rating on Capital One Financial, citing its cheaper valuation after a fall in 2026 and ability to manage a potentially weaker consumer.
Meta’s long-awaited AI model is finally here. But can it make money?

After releasing its first major AI model in a year, Meta now has to figure out how to turn it into a business.
As millions lose weight on GLP-1s, they’re starting to turn to retailers to refresh their wardrobes

Apparel retailers could see an up to $13 billion annual boost in spending because of GLP-1 drugs, according to an estimate by equity research firm Bernstein.
OpenAI halts UK stargate project amid regulatory and energy price concerns

The major AI infrastructure was announced in September in partnership was with Nvidia and Nscale.