Google Pays SpaceX $920M/Month for GPUs It Can't Build Itself
Google's $920M monthly GPU lease from SpaceX exposes Big Tech's compute desperation — and who really controls AI infrastructure in 2026.
AI & Tech
AI & Tech
Micron Earnings Today: HBM Demand Is the Only Number That Matters
Micron reports after close June 24. HBM supply redirection and data center demand signals will set the tone for the entire memory sector.
NVDA at $207 With $145B on the Line
Nvidia consolidates at $207–$214 as $145B in supply commitments loom. Here's what today's price action and the chip sector setup mean for traders.
Oracle's AI Bet: What the 10-K Reveals
Oracle filed its fiscal 2026 10-K on June 22. Here's what the numbers say about its AI infrastructure pivot and what traders need to watch.
Nvidia at $210: Four Red Weeks, $25B Debt, and a Senate Letter
Nvidia has closed red four straight weeks, sits 11% off its May ATH, and now faces a Senate export compliance deadline. Here's what traders need to know before August 26.
CoreWeave Joins Nasdaq-100 Today: What Traders Must Know
CoreWeave enters the Nasdaq-100 on June 22, triggering forced passive buying at the open. Here's what the index inclusion means for CRWV traders today.
Nvidia's $280B Wipeout and the Blackwell Export Risk
Nvidia lost $280 billion in market cap on June 5. Now a Tencent-Blackwell export circumvention report adds a new live wire before Friday's open.
HPE, Snowflake Earnings Signal Real AI Demand
HPE surged 16% and Snowflake exploded 30% post-earnings. Here's what the numbers say about AI infrastructure demand heading into Friday's open.
Credo Technology Crushes Nvidia With 74% YTD Gain
Credo Technology stock surges 74% in 2026 on soaring AI networking demand, DustPhotonics acquisition, and 206% revenue growth. Here's the setup.
Intel Starts 18A-P Production, Apple Deal Inches Closer
Intel begins risk production of its 18A-P chip node, moving closer to a landmark manufacturing deal with Apple that could reshape the foundry race.
HPE Stock Surges 40% After Record AI Server Quarter
Hewlett Packard Enterprise posts record $10.7B revenue as AI server orders hit $2.1B, raises full-year guidance above prior 2028 targets.
Nvidia's RTX Spark Enters the PC War Against Intel and AMD
Nvidia's RTX Spark superchip targets the $400B PC processor market, threatening Intel's and AMD's core business with Arm-based AI computing.
Snap Bets $2,500 AR Glasses Can Revive Its Stock
Snap CEO Evan Spiegel keynotes AWE 2026 today unveiling consumer AR Specs priced at $2,500. SNAP stock surged 8.56% Monday ahead of the reveal.
Nvidia Holds $212 as Warsh's First Fed Meeting Looms
Nvidia stock trades at $212 ahead of Kevin Warsh's first FOMC meeting, with chip sector volatility rising on rate hike fears. What traders should watch.
Nvidia's RTX Spark Chip Threatens AMD and Intel's PC Turf
Nvidia's RTX Spark SoC packs 1 petaflop of AI compute into a PC chip, challenging AMD, Intel, and Qualcomm in a market they've dominated for decades.
AI Chip Stocks Surge as Iran Deal Lifts Futures
AI chip stocks NVDA, AMD, and MU rally in pre-market as US-Iran peace deal drops oil prices and lifts Nasdaq futures 2.1% on June 15.
Chip Stocks Roar Back After $1.3 Trillion Selloff
Intel surges 8.5% on Alphabet deal, Micron jumps 9% as semiconductor stocks recover from Broadcom-fueled panic selloff. What drove the rebound.
SpaceX IPO Launches at $135 in Largest Debut Ever
SpaceX begins trading on Nasdaq at $135 per share in the biggest IPO in history, valued at $1.78 trillion. What traders need to know about SPCX.
Adobe Reports Q2 Earnings Today as AI Pressure Mounts
Adobe reports Q2 FY2026 earnings after the close on June 11. Analysts expect $5.81 EPS on $6.45B revenue as generative AI erodes Creative Cloud pricing.
Intel-Alphabet Chip Deal Reshapes AI Supply Chain
Intel surged 11% after Alphabet ordered 3 million custom AI chips, marking a pivotal shift in AI semiconductor manufacturing away from TSMC.
Chip Stocks Claw Back $800B After Broadcom-Led Panic Selloff
Semiconductor stocks rebound after $1.3 trillion selloff triggered by Broadcom's AI guidance miss. CPI report looms as next test for chip rally.
Anthropic and OpenAI IPO Race Threatens Magnificent Seven
Anthropic and OpenAI both filed for IPOs in June 2026. The mega-listings could trigger rotation out of Microsoft, Nvidia, and other Mag 7 stocks.
Nvidia's RTX Spark Takes Aim at the $400B PC Market
Nvidia unveiled the RTX Spark Superchip at Computex 2026, targeting Intel and AMD in the PC chip market with Arm-based silicon. Here's what it means for traders.
Intel Surges 11% on Google's 3 Million TPU Chip Order
Intel stock soared 11.2% after Alphabet ordered 3 million TPUs, signaling hyperscaler supply chain diversification away from TSMC. What traders need to know.
AI Regulation Hits Inflection Point as EU, US Laws Bite
The EU AI Act enforcement ramps up in August 2026 while Colorado delays its landmark AI law to 2027. Here's what the regulatory split means for tech stocks.
Nvidia RTX Spark Chip Targets AI Laptops, Shakes Rivals
Nvidia's RTX Spark superchip combines Grace CPU and Blackwell GPU for AI-powered laptops, sending Intel and AMD shares lower. Here's what traders need to know.
Nvidia Enters PC Market With RTX Spark Superchip
Nvidia's RTX Spark Superchip targets Intel, AMD, and Apple in the laptop market with 1 petaflop AI compute and Arm architecture. Fall 2026 launch.
Broadcom Loses $50B in Market Cap on AI Forecast Miss
Broadcom stock plunges 15% after Q2 earnings as $16B AI chip forecast misses Wall Street's $17.2B estimate. What traders need to know.
Intel Rallies on Computex AI Showcase as Software Names Sell Off
Intel gained 4.4% at Computex 2026 with new AI chip launches while cloud software stocks cratered. The semiconductor rotation is accelerating.
Broadcom Drops 14% After Hours Despite Record AI Revenue
Broadcom stock plunges 14% after Q2 earnings as software revenue misses and AI chip guidance stays flat. What traders need to know about AVGO.
Nvidia Enters PC Market With RTX Spark Chip at Computex
Nvidia unveiled the RTX Spark PC chip at Computex 2026, partnering with MediaTek to challenge Qualcomm and Apple in AI-powered laptops.
Broadcom Earnings Preview: Wall Street Expects 140% AI Growth
Broadcom reports Q2 FY2026 earnings June 3 with AI revenue guidance of $10.7B. Here's what traders need to watch in AVGO's after-hours print.
Anthropic Files for IPO at $965 Billion Valuation
Anthropic filed a confidential IPO at a $965 billion valuation, surpassing OpenAI. Revenue run rate hit $47B in May. October 2026 listing expected.
Nvidia RTX Spark Sends Stock Up 6% After Computex Keynote
Nvidia stock surged 6.3% after Jensen Huang unveiled the RTX Spark superchip at Computex 2026, targeting Apple's laptop dominance with 128GB unified memory.
Broadcom Earnings Preview: Wall Street Expects 140% AI Growth
Broadcom reports Q2 fiscal 2026 earnings June 3 with AI semiconductor revenue expected at $10.7 billion. What traders need to watch.
Nvidia Unveils Vera Rubin at COMPUTEX With 6 Trillion Transistors
Nvidia CEO Jensen Huang launches Vera Rubin AI platform at COMPUTEX 2026 with six trillion transistors, RTX Spark chip, and agentic AI tools.
AMD's $60B Meta Deal Reshapes the AI Chip Race
AMD's 6-gigawatt Meta deal worth $60 billion is accelerating the shift from Nvidia's AI monopoly to a multi-vendor chip market. What traders should know.
Snowflake Surges 36% on $6B Amazon Deal and AI Boom
Snowflake stock soared 36% after a blowout Q1 and a $6 billion AWS deal, easing fears of an AI-driven SaaS apocalypse. Here's what traders need to know.
Salesforce Beats Estimates but AI Fears Sink CRM Stock 33%
Salesforce posts $11.13B in Q1 revenue with Agentforce ARR at $1.2B, but CRM stock is down 33% in 2026 as AI disruption fears dominate.
Dell Q1 Earnings Preview: AI Server Backlog Hits $43B
Dell Technologies reports Q1 fiscal 2027 results today with a $43 billion AI server backlog. Here's what traders need to watch in the numbers.
AMD's $10B Taiwan Bet Targets Nvidia's AI Chip Crown
AMD commits $10 billion to Taiwan's semiconductor ecosystem to accelerate AI chip production and challenge Nvidia's data center dominance.
Nvidia's $81.6B Quarter Rewrites the AI Playbook
Nvidia crushed Q1 fiscal 2027 with $81.6 billion in revenue, up 85% YoY, as data center demand accelerates. What traders need to know.
Memory Chip Shortage Sends Micron Past $200 Billion
Micron surges 30% in a week as AI-driven HBM shortage tightens. CEO warns memory crunch will outlast 2026 as demand outpaces supply.
Nvidia Beats Again, Stock Falls Again — The New Normal
Nvidia posted $81.6B in Q1 revenue and guided $91B, but shares slipped. Why the AI chip giant's earnings beats keep triggering sell-offs.
The AI Chip Trade Just Got Bigger Than Nvidia
AMD is up 114% in 2026 and Intel is rallying as the AI chip trade broadens beyond Nvidia. Inside the memory war, foundry shifts, and the rotation.
Nvidia's $81.6B Quarter Wasn't Enough For Wall Street
Nvidia delivered record $81.6B revenue and 92% data-center growth, yet NVDA stock slid. Here's what traders missed in the AI chip giant's report.
Alibaba Unveils Zhenwu M890 Chip to Challenge Nvidia
Alibaba's T-Head unit launches the Zhenwu M890 AI chip with 144GB HBM3 memory, claiming 3x the performance of Nvidia's H20. What it means for the AI chip race.
Nvidia Beats Q1 Estimates With $81.6B Revenue, Stock Dips
Nvidia reports record $81.6B in Q1 revenue and $75.2B from data centers, beating Wall Street forecasts. Why the stock still slid after hours.
Intel's 225% Rally Rewrites the AI Chip Playbook
Intel stock has surged 225% in 2026 on a foundry revival, an Apple chip deal, and AI data center demand. The rotation away from Nvidia is accelerating.
Nvidia Reports After the Bell With $78B on the Line
Nvidia earnings land May 20 with analysts expecting $78 billion in revenue. Blackwell margins, data center guidance, and hyperscaler capex are the key variables.
Cerebras $95B IPO Shakes Up the AI Chip Race
Cerebras Systems raised $5.55 billion in the largest U.S. tech IPO in years. The AI chipmaker's 68% first-day pop signals massive appetite for GPU alternatives.
NVIDIA Earnings Tomorrow: $79B Revenue Expected
NVIDIA reports Q1 earnings May 20 with Wall Street expecting $79.2 billion in revenue. Jensen Huang's China trip and supply chain risks loom large.
Nvidia H200 China Sales Stall as Jensen Huang Joins Trump Visit
The U.S. cleared 10 Chinese firms to buy Nvidia H200 chips, but zero deliveries have been made. Jensen Huang is in Beijing seeking a breakthrough.
Memory Chip Shortage Reshapes AI Trade as Prices Surge
DRAM prices have doubled in 2026 as Samsung, SK Hynix, and Micron shift production to AI memory chips. What traders need to know about the shortage.
Nvidia Jumps 4% as US Greenlights H200 Chip Sales to China
Nvidia stock rose 4.4% after the US approved H200 AI chip exports to 10 Chinese firms including Alibaba and Tencent. What traders should watch next.
Micron Hits $812 as AI Memory Crunch Rewrites the Chip Map
Micron stock surged to an all-time high of $812 as HBM chip demand from AI data centers drives a 180% rally in 2026. What traders need to know.
Wall Street's AI Chip Trade Rotates From Nvidia to Intel, AMD
AI chip rotation is reshaping semiconductor leadership: AMD up 114% YTD versus Nvidia's 18%, with Intel surging on the Apple foundry deal.
Cisco Stock Pops 15% as AI Orders Hit $5.3B, Guidance Raised
Cisco Q3 earnings beat as AI infrastructure orders surge to $5.3B YTD. CSCO raises FY26 AI order guidance to $9B and cuts 4,000 jobs.
Chip Stocks Bleed as Qualcomm Drops 11% in Sector Rout
Cerebras Systems prices its blockbuster IPO above the raised range, targeting a $48.8 billion valuation in the biggest debut of 2026. What traders need to know.
Cerebras IPO Prices Above Range at $48B Valuation
Cerebras Systems prices its blockbuster IPO above the raised range, targeting a $48.8 billion valuation in the biggest debut of 2026. What traders need to know.
AI Labs Submit Models for Government Safety Testing
Google, Microsoft, and xAI join OpenAI and Anthropic in giving the U.S. government early access to AI models for security testing. What it means for the sector.
Apple-Intel Chip Deal Reshapes Semiconductor Supply Chain
Apple and Intel reach a preliminary chip manufacturing deal, sending Intel stock up 15% and signaling a shift away from TSMC dependence. What traders need to know.
Trump Administration Reverses on AI Oversight After Mythos
Anthropic's Mythos model forced a Trump policy U-turn on AI regulation. Google, Microsoft, and xAI now submit models for government testing.
Wall Street Rotates AI Chip Bets From Nvidia to Intel, AMD
Cloudflare stock fell 24% after cutting 1,100 employees due to AI automation and issuing Q2 guidance that missed consensus by $1 million, despite beating Q1 estimates.
Broadcom-OpenAI $18B Chip Deal Stalls on Financing Fight
Broadcom shares fall 4% after reports that its $18 billion custom AI chip deal with OpenAI hit a financing snag tied to Microsoft's commitment.
AMD Data Center Revenue Hits $5.8B as AI Chip Demand Soars
AMD Q1 2026 earnings crush estimates with $5.8B in data center revenue, a 57% jump driven by Instinct GPU shipments and EPYC wins.
Samsung Posts Record Profit as AI Memory Chip Shortage Deepens
Samsung's Q1 2026 profit surged 8x to $31.8 billion as AI memory chip demand outstrips supply. HBM4 shipments begin amid warnings of shortages through 2027.
AMD Stock Surges 19% as AI Data Center Revenue Hits $5.8B
Coinbase slashed 14% of its workforce days before its Q1 earnings report on May 7, citing AI efficiency. Bitcoin is down 35% from its October 2025 peak.
Memory Chip Shortage Sends DRAM Prices Up 171% as AI Eats Supply
AI-driven HBM demand creates worst memory shortage since 2018. DRAM prices surge 171% YoY as Samsung, SK Hynix prioritize AI chips.
AMD Crushes Q1 With $10.3B Revenue as AI Lifts Data Center 57%
AMD Q1 2026 earnings beat estimates with $10.3 billion revenue and 57% data center growth. Stock surges 15% on raised guidance.
Amazon's Chip Business Hits $20B Run Rate
Amazon's Trainium and Graviton chip business exits Q1 2026 at a $20B annual run rate with $225B in commitments. Here's what it means for the AI supply chain.
AMD Reports Q1 Earnings Today as AI Chip Race Heats Up
AMD reports Q1 2026 earnings with $9.8B revenue expected and data center sales surging 51% YoY. What traders need to know about the AI chip challenger.
Palantir Q1 Earnings Tonight: AIP Faces $144 Valuation Test
Palantir reports Q1 after the close with $1.54B in revenue expected. Options pricing 10.5% move as commercial AIP growth meets a 200x multiple.
Nvidia Back at $5 Trillion as Vera Rubin Rewrites the AI Math
First-quarter US GDP expanded just 2.0% as the PCE price index hit 4.5%, the worst stagflation print since the early 1980s and a direct hit to Fed policy.
Big Tech Capex Hits $700B as Hyperscalers Double Down on AI
Microsoft, Alphabet, Meta and Amazon lifted 2026 capex guides above $650 billion combined. Here is what the AI capex spree means for chipmakers and infrastructure traders.
Apple Q2 Smashes Records With $111.2B and $100B Buyback
Apple Q2 2026 revenue hit $111.2 billion as iPhone sales jumped 22% and the board greenlit another $100 billion buyback. Here is what traders need to know.
Meta Lifts 2026 AI Capex to $145B as Ad Revenue Jumps 33%
Meta posted $56.3B in Q1 revenue and raised 2026 AI capex guidance to $125B–$145B, sending shares lower on margin concerns despite a strong ad print.
Microsoft Azure Grows 40% as AI Revenue Hits $37B Run Rate
Microsoft Azure revenue climbed 40% in fiscal Q3 as the company raised its 2026 capex outlook to roughly $190 billion to fund AI infrastructure.
Microsoft, Alphabet, Meta Earnings Tonight: AI Capex on Trial
Three of the four hyperscalers report after the close. Investors want proof that 2026 AI capex commitments translate into real cloud revenue.
AI Chip Stocks Slide as OpenAI Misses Revenue Targets
Nvidia, AMD and Broadcom dropped after a Wall Street Journal report on OpenAI's missed user and revenue goals rattled the AI chip trade.
Meta and Microsoft Cut 20,000 Jobs as AI Replaces Workers
Meta and Microsoft announced 20,000 combined layoffs in April 2026, explicitly citing AI automation. Here's what traders should know.
Big Tech's $16 Trillion Earnings Week Tests AI Thesis
Microsoft, Meta, Alphabet, and Amazon report Wednesday with $645B in combined AI capex on the line. What traders need to watch.
Intel Surges 24% on Earnings as AI Revives the CPU Market
Intel stock posts its best day since 1987, soaring 24% after Q1 revenue of $13.6B and a 22% jump in data center sales driven by AI workloads.
Nvidia Hits $5 Trillion as AI Chip Spending Tops $650B
Nvidia closes at record $208.27, crossing $5 trillion market cap as hyperscalers commit $650 billion to AI infrastructure in 2026.
Google's TPU 8t and 8i Put Real Pressure on Nvidia
Google unveiled its eighth-generation TPU 8t and TPU 8i chips at Cloud Next 2026, delivering 3x the training performance of Ironwood and challenging Nvidia directly.
Intel Stock Soars 15% as AI-Driven CPUs Power Q1 Beat
Intel's Q1 2026 earnings crushed estimates as data center and AI revenue jumped 22%, with CPUs re-emerging as critical infrastructure in the agentic AI buildout.
AMD, Broadcom and Micron Lead Chip Rally as Custom Silicon Bites
Chip stocks surged April 22 with AMD up 6.7%, Micron up 8.5% and Broadcom up 5.1% as Meta's 1GW MTIA deal reshapes AI silicon spending through 2029.
Tesla Beats EPS But $25B Capex Guide Shocks Wall Street
Tesla Q1 2026 earnings beat at $0.41 EPS, but a $25B capex hike and $22.39B revenue miss reshape the story for traders ahead of Big Tech prints.
Texas Instruments Reports Q1 as Chip Sector Eyes Recovery
Texas Instruments Q1 2026 earnings arrive April 22 with Wall Street expecting $4.52B in revenue as the analog chip giant signals industrial recovery.
Navitas Semiconductor Surges 784% on AI Power Demand
Navitas Semiconductor stock has surged 784% in one year as AI data center power demand drives GaN and SiC chip adoption, but analysts warn of valuation risk.
Google and Marvell Team Up on Custom AI Chips
Alphabet partners with Marvell Technology to co-develop two AI processors, sending MRVL up 6.3% and pressuring Broadcom shares.
Tim Cook Steps Down as Apple CEO; Ternus Takes Over
Tim Cook announces departure as Apple CEO effective September 1, 2026. John Ternus named successor as AAPL dips 1% on the news.
ASML Beats Q1 Earnings but Sinks 6% on China Curbs
ASML raised 2026 guidance after beating Q1 estimates with €8.8B in sales, but shares fell 6% as China revenue dropped to 19%.
TSMC Profit Surges 58% as AI Chip Demand Hits New Record
TSMC Q1 2026 earnings beat estimates with 58% profit growth and 66.2% gross margins as AI chip demand drives HPC to 61% of revenue.
Anthropic $800B Valuation Leapfrogs OpenAI in IPO Race
Anthropic hits $30B ARR and $800B valuation, overtaking OpenAI for the first time. IPO targeted for October 2026. What it means for AI investors.
TSMC Q1 Profit Jumps 58% to Record, But Stock Slides 3%
TSMC Q1 2026 net income hit NT$572.48B, up 58% on AI chip demand. Guidance raised to 30%+ growth, yet TSM stock fell. What traders need to watch next.
The S&P 500 and Nasdaq Just Hit All-Time Highs. Here Is What Drove It and What Comes Next.
Meta Just Agreed to Deploy 1 Gigawatt of Broadcom AI Chips. The Custom Silicon Race Is Accelerating.
TSMC Just Reported a 58% Profit Jump. The AI Chip Demand Story Is Not Slowing Down.
TSMC Reports $35.7B in Q1 Revenue Ahead of Thursday Call
TSMC's Q1 2026 revenue hit $35.7 billion, up 35% year over year, as AI chip demand drives record fab utilization ahead of Thursday's earnings call.
ASML Raises 2026 Guidance After Q1 Beat on AI Chip Demand
ASML raised full-year 2026 revenue guidance to €36-40 billion after Q1 net sales hit €8.8 billion, driven by surging AI semiconductor demand.
Novo Nordisk Just Partnered With OpenAI. The Healthcare AI Race Is Getting Serious.
Novo Nordisk's US-listed shares rose 3% after the company announced a partnership with OpenAI, and the strategic logic behind the deal says a great deal about where AI is heading in healthcare more broadly.
Goldman Sachs Beat. JPMorgan Is Reporting Now. Here Is the AI Thread Running Through Both.
Goldman Sachs delivered Q1 results Monday that beat analyst expectations on both earnings per share and revenue, posting EPS of $17.55 against a consensus of $16.30 on revenue of $17.23 billion. But beneath the headline figures, the most interesting element of Goldman's quarter was not the trading revenue or investment banking pipeline. It was the language around AI.
AMD Closes Gap on Nvidia as AI Inference Market Expands
AMD stock is up 76% in 12 months, outpacing Nvidia's 30% gain. New MI400 chips and deals with OpenAI and Meta are reshaping the AI chip race for 2026.
TSMC Posts Record $35.7B Quarter as AI Chip Orders Surge
TSMC Q1 2026 revenue hit $35.7 billion, up 35% YoY, as AI chip demand from Nvidia and Apple drives record March shipments ahead of April 16 earnings.
Apple's Product Blitz: iPhone 17e, M5 Macs, MotionVFX
Apple launched the iPhone 17e, M5 MacBooks, and acquired MotionVFX Wednesday, pushing AAPL up 0.6% as the company presses its hardware cycle amid macro uncertainty.
GTC 2026: Vera Rubin, NVL72, and Nvidia's $1 Trillion Bet
Nvidia unveiled Vera Rubin GPUs, the NVL72 Supercomputer, and a $1T revenue outlook at GTC 2026. Here's what it means for AI infrastructure investors.
OpenAI Is Playing Catch-Up — And This Superapp Is Its Answer
OpenAI built the most recognizable brand in artificial intelligence. Now it's scrambling to defend it.
Could AI Replace Google Search? Why the Internet Is Starting to Change
For more than two decades, traditional search engines have been the main way people find information online. Whether someone is looking for news, product reviews, or answers to everyday questions, the typical process has always been the same: type a question into a search bar and browse through links. However, artificial intelligence is beginning to change that experience.Instead of returning a list of websites, many AI-powered tools now generate direct answers, summaries, and recommendations. This shift is raising an important question about the future of the internet.Could AI eventually replace the way we search for information?
Nvidia's China Chip Win Backs a $1 Trillion AI Revenue Call
Beijing approved Nvidia's H200 chip sales in China as Jensen Huang projected $1 trillion in AI revenue through 2027 at GTC 2026. Here's the full trade.