Apple has been criticized for lagging in the AI race, yet its cautious, long-game strategy suggests the company is deliberately pacing itself rather than conceding the field.

Both the US House of Representatives and the US Senate have continued to increase the attention paid to artificial intelligence (AI) issues for the defense sector, most notably by including a number of provisions in the text of the National Defense Authorization Act (NDAA) for Fiscal Year 2026 (FY 2026), alongside the Senate’s version.

Oracle’s shares rose on Thursday, adding to a record run in the previous session and lifting stocks across the tech sector, as the company inches closer to the trillion-dollar club on soaring gains from its AI cloud business.

Nvidia has been the biggest star of the AI show so far, but another semiconductor stock could carry even more upside in the long run.

Record income from its AI cloud business sent Oracle’s stock up about 40% Wednesday.

Too many school leaders have been reluctant to impose harsh penalties for unauthorized chatbot use.

Alibaba Group Holdings’ top line grew by just 2% last quarter, but key areas of its business have been doing much better than that.

Nebius will use the funds to support business growth, acquire computing resources and expand data centres, among others.

Both of these companies are well positioned to benefit from AI growth over time.