AI & Tech
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.
Jun 24, 2026
Archive
110 articles
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.
Jun 24, 2026
AI & Tech
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.
Jun 23, 2026
AI & Tech
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.
Jun 23, 2026
AI & Tech
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.
Jun 22, 2026
AI & Tech
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.
Jun 22, 2026
AI & Tech
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.
Jun 19, 2026
AI & Tech
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.
Jun 19, 2026
AI & Tech
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.
Jun 18, 2026
AI & Tech
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.
Jun 18, 2026
AI & Tech
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.
Jun 17, 2026
AI & Tech
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.
Jun 17, 2026
AI & Tech
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.
Jun 16, 2026
AI & Tech
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.
Jun 16, 2026
AI & Tech
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.
Jun 15, 2026
AI & Tech
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.
Jun 15, 2026
AI & Tech
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.
Jun 12, 2026
AI & Tech
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.
Jun 12, 2026
AI & Tech
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.
Jun 11, 2026
AI & Tech
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.
Jun 11, 2026
AI & Tech
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.
Jun 10, 2026
AI & Tech
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.
Jun 10, 2026
AI & Tech
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.
Jun 9, 2026
AI & Tech
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.
Jun 9, 2026
Page 1 of 5Next →