AI & Tech
AMD Crosses $1 Trillion — What Comes Next
AMD hit $1 trillion market cap Monday, up 185% in 2026. Here's what the AI inference trade means for traders watching MI450 demand.
Sep 25, 2026
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242 articles
AI & Tech
Frontier AI Prices Just Collapsed. Here's Who Wins.
Anthropic and OpenAI both cut model prices this week. Cheaper frontier AI isn't bearish for chips — it's a volume accelerant. Here's the trade.
Sep 25, 2026
AI & Tech
OpenAI Cuts GPT-6 Prices 50% as Anthropic Fires Back
OpenAI slashes GPT-6 Sol and Luna prices 50% the same day Anthropic drops Claude Opus 5.5 pricing 40%. The AI margin compression story accelerates.
Sep 24, 2026
AI & Tech
AMD Hits $1 Trillion as TSMC's Supply Wall Holds Firm
AMD crosses $1 trillion market cap while TSMC's August revenue surges 53% and CEO C.C. Wei warns AI chip supply remains "far from enough" globally.
Sep 24, 2026
AI & Tech
AMD Hits $1 Trillion on AI Chip Price Hike
AMD crossed $1 trillion in market cap September 21 after reports of a 10% Q4 AI accelerator price hike sent shares past $600 for the first time.
Sep 23, 2026
AI & Tech
Meta Connect 2026 Live: AI Agents, Commerce War
Meta Connect 2026 opens today as Amazon blocks Muse AI agent from its platform — the agentic commerce turf war is live and escalating for META traders.
Sep 23, 2026
AI & Tech
Alibaba's Zhenwu V900 Chip Sends BABA Up 5%
Alibaba unveils the Zhenwu V900 AI accelerator and a 10-trillion-parameter model at Apsara 2026. BABA surges 5% — and Thursday's Trump-Xi summit could add fuel.
Sep 22, 2026
AI & Tech
Intel's Apple Deal and TSMC's 53% Revenue Print
Intel surges 15% on an Apple chip manufacturing deal while TSMC posts 53% August revenue growth. The foundry war is reshaping the AI supply chain now.
Sep 22, 2026
AI & Tech
NVDA's $12.9B Hugging Face Bet Reshapes AI Landscape
Nvidia's $12.9B Hugging Face acquisition and $99B investment portfolio signal a structural shift in AI strategy. Here's what traders need to watch now.
Sep 21, 2026
AI & Tech
Newsom's AI Kill Switch Targets NVDA, AAPL, GOOGL
California's September 18 AI executive order directly names Nvidia, Apple, and Google — and puts the state on a collision course with federal AI policy.
Sep 21, 2026
AI & Tech
AMD Jumps 6% on TSMC-Driven Q4 Price Hike Reports
AMD surged 6.3% after supply-chain reports showed a 10% Q4 chip price hike tied to TSMC wafer cost increases on sub-5nm nodes.
Sep 18, 2026
AI & Tech
FTC's State AI Law Ruling Is the Sleeper Catalyst Nobody Is Pricing
The FTC's pending preemption ruling on Colorado's AI Act could reshape regulatory risk for every major AI model provider. Comment period closed July 31.
Sep 18, 2026
AI & Tech
OpenAI Hits 1B Users, Launches Ads, Raises at $1.2T
OpenAI launches ChatGPT advertising with Wayfair and Angi, raises at $1.2T valuation, and crosses 1 billion users — Google's search revenue model is now under direct threat.
Sep 17, 2026
AI & Tech
TSMC Revenue +53% YoY; Tariff Threat Clouds Semis
TSMC posted 53% August revenue growth and a $1.114 dividend, but Commerce Secretary Lutnick's semiconductor tariff warning is the sector's live overhang heading into Q4.
Sep 17, 2026
AI & Tech
Apple's New Siri Skips EU as Google Powers the Engine
Apple launched a rebuilt Siri AI powered by Google's Gemini today — but the EU is locked out. Here's what AAPL and GOOGL traders need to know now.
Sep 16, 2026
AI & Tech
Cornelis Networks Raises $205M to Break Nvidia's Grip
Cornelis Networks raised $205M to challenge Nvidia's AI networking dominance with open-architecture fabric tech that cuts GPU idle time. Here's the trade.
Sep 16, 2026
AI & Tech
iOS 27 Is Live: Apple's Siri AI Reset Begins Today
Apple's iOS 27 launches today with a full Siri AI overhaul. Here's what the install-base conversion rate means for AAPL's AI distribution moat.
Sep 15, 2026
AI & Tech
Anthropic at $800B: The IPO Math, the Chip Bet, and NVDA Risk
Anthropic's October IPO targets an $800B valuation on $30B+ ARR and 80% gross margins. Its in-house chip play puts Nvidia's inference revenue directly at risk.
Sep 15, 2026
AI & Tech
Anthropic Posts $11.5B Revenue, Eyes $2T IPO in October
Anthropic hits $11.5B Q2 revenue, first adjusted operating profit, and targets a $2 trillion IPO in October. Here's what traders need to know now.
Sep 14, 2026
AI & Tech
Google Launches Third Flash Model in Six Weeks, Targets Enterprise AI
Google's Gemini 3.8 Flash arrives six weeks after two prior Flash releases, with a cybersecurity model for government clients, as Alphabet rebuilds AI momentum.
Sep 14, 2026
AI & Tech
Adobe Beats Q3, Raises Guidance — Stock Still Falls
Adobe Q3 FY2026 revenue hit $6.76B with AI ARR topping $650M, yet shares dropped 2.14% AH. Here's why the market isn't buying the beat.
Sep 11, 2026
AI & Tech
TSMC Posts 53% Revenue Surge — Semis Sell Off Anyway
TSMC August revenue hit $16.35B, up 53.3% YoY. Yet NVDA, AMD, and INTC are all falling. Here's what the divergence means before NVIDIA reports.
Sep 11, 2026
AI & Tech
QCOM Surges 10% on $60B Amazon AI Chip Deal
Qualcomm jumps 10% after sealing a $60B Amazon AI chip partnership with warrants — the biggest custom silicon deal of 2026. Here's what traders need to know.
Sep 10, 2026
AI & Tech
NVDA at $227.98: $108B Q3 Guidance Sets the Bar
Nvidia guides Q3 to $108B after a $96B Q2 blowout. Here's what the numbers mean for chip sector positioning ahead of the print.
Sep 10, 2026
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