AI & Tech
CoreWeave Backlog Hits $129B: The AI Demand Proof Point
CoreWeave Q2 earnings beat with 112% revenue growth and a backlog that jumped $25B in six weeks. Here's what traders need to know now.
Aug 12, 2026
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AI & Tech
Intel's $20B Offering Closes Today: What the Dilution Buys
Intel's upsized $20B stock offering closes August 12. Here's what the capital raise means for chip manufacturing, CapEx, and INTC's 175% YTD run.
Aug 12, 2026
AI & Tech
SMCI and CRWV Earnings Tonight: AI Infrastructure on Trial
Supermicro and CoreWeave report after the bell Tuesday. Here's what the numbers need to show to keep the AI infrastructure trade alive.
Aug 11, 2026
AI & Tech
Intel's $15B Raise Is a Dilution Bet on a Turnaround
Intel raised $15 billion to chase AI chips, but shares fell 4% Monday. The dilution math and structural divergence from AI-native rivals define the trade.
Aug 11, 2026
AI & Tech
CoreWeave Q2 Earnings: $99B Backlog on the Line
CoreWeave reports Q2 Tuesday after close. With shares down 44% from highs and a $99.4B backlog at stake, this is the week's binary trade.
Aug 10, 2026
AI & Tech
AMD, Intel, SOXX: Last Week's Chip Rally Explained
AMD surged 8% on 57% data center growth, Intel squeezed 10% higher, and SOXX jumped 6% in a session. Here's what it means ahead of AMAT Thursday.
Aug 10, 2026
AI & Tech
AMD Drops 9% on Weak Guidance Despite Q2 Beat
AMD falls 9% premarket after Q2 revenue beat fails to impress Wall Street. Guidance disappoints as SpaceX's Nvidia-only chip strategy adds pressure.
Aug 7, 2026
AI & Tech
TSMC Raises CapEx to $64B as AI Demand Outstrips Supply
TSMC boosts 2026 CapEx to $64B as CEO warns chip supply is "far from enough." New packaging tech threatens Intel's EMIB moat. Key data for chip investors.
Aug 7, 2026
AI & Tech
AMD's $5B Anthropic Bet Reshapes AI Chip Wars
AMD commits $5B to Anthropic and 2GW of MI450 GPUs — the most aggressive move yet to crack Nvidia's dominance in AI infrastructure.
Aug 6, 2026
AI & Tech
MSFT Beats, META Misses: Mag 7 AI Spend Diverges
Microsoft cuts 2026 capex to $175B while Amazon raises to $220B. Q2 earnings reveal a fracturing AI spending consensus across Big Tech.
Aug 6, 2026
AI & Tech
Palantir Surges 29.5% on AI Demand; AMD Adds 7%
Palantir's biggest single-day gain since Feb 2024 headlines a historic AI earnings session. Here's what the numbers mean for traders today.
Aug 5, 2026
AI & Tech
TSMC's Packaging Move Threatens Intel's Last Moat
TSMC is developing advanced chip packaging technology that could eliminate Intel's final competitive edge. Here's what traders need to know now.
Aug 5, 2026
AI & Tech
Big Tech's Free Cash Flow Crisis Is Now the Market's Problem
Meta, Amazon, and Alphabet all posted negative or near-zero free cash flow in Q2 2026 as AI capex hits $724B. The market has changed the scorecard.
Aug 4, 2026
AI & Tech
TSMC's Packaging Gambit Solves AI's Real Bottleneck
TSMC is developing EMIB-style chip packaging with Kinsus, targeting the CoWoS bottleneck throttling Nvidia and AMD AI chip delivery in H2 2026.
Aug 4, 2026
AI & Tech
PLTR Earnings Tonight: 12% Swing on Deck
Palantir reports Q2 2026 after the close with options pricing a 12% move. Here's what the $123 stock needs to deliver.
Aug 3, 2026
AI & Tech
TSMC's EMIB Gambit and the Packaging Arms Race
TSMC is building Intel-style EMIB packaging tech, sending INTC up 12%. Here's what the chip supply chain shift means for AI infrastructure trades.
Aug 3, 2026
AI & Tech
MSFT Jumps 15.5%: Azure Hits $100B Run-Rate
Microsoft's historic single-day market-cap gain is driven by 43% Azure growth and 30M Copilot seats. Here's what traders need to know now.
Jul 31, 2026
AI & Tech
Intel EMIB Lands Nvidia Interest, TSMC Fires Back
INTC surges 12% as Nvidia eyes Intel's EMIB packaging for next-gen GPUs. TSMC develops a rival approach. The advanced packaging arms race is the chip trade of 2026.
Jul 31, 2026
AI & Tech
MSFT Surges 8% as Azure Hits $100B, Capex Beats
Microsoft Q4 2026 earnings crushed estimates with $90B revenue and Azure topping $100B — and capex came in under guidance at $41B.
Jul 30, 2026
AI & Tech
Meta's FCF Implodes as AI Capex Hits $31B in One Quarter
Meta posted Q2 EPS of $6.18 vs. $7.17 expected as capex hit $31B and free cash flow collapsed to $784M — and H2 looks worse.
Jul 30, 2026
AI & Tech
Meta Q2 Earnings: $60B Revenue Test Starts Tonight
Meta reports Q2 2026 earnings after the bell today. Here's what the $60.16B revenue consensus, capex trajectory, and $14B Texas data center deal mean for traders.
Jul 29, 2026
AI & Tech
Microsoft Q4 FY2026 Earnings: Azure AI Is the Only Number
Microsoft reports Q4 FY2026 earnings tonight. Azure AI growth, $37.5B in quarterly capex, and an FTC antitrust probe make this the most complex MSFT print in years.
Jul 29, 2026
AI & Tech
Bloom Energy Q2: 27% Swing Priced In Tonight
Bloom Energy reports Q2 after close today. Options price a 27% swing. Here's the bull case, bear risk, and key levels to watch.
Jul 28, 2026
AI & Tech
Nvidia's $250B OpenAI Deal and the Capex Reckoning
Nvidia in talks to finance $250B OpenAI data center as hyperscalers eye $725B AI capex. What Wednesday's MSFT earnings mean for the cycle.
Jul 28, 2026
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