Google is getting a new leader for its core business, which includes search, ads and commerce, as the tech giant restructures itself for the AI era.

While TSMC issued upbeat commentary on the state of the AI market, Wall Street perhaps already had that confidence.

ETFs that track uranium miners and nuclear-energy stocks have skyrocketed in October, as some of the largest tech companies have tapped into nuclear power to fuel data centers as part of their AI push.