Archive

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.

Apr 24, 2026

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.

Apr 24, 2026

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.

Apr 23, 2026

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.

Apr 23, 2026

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.

Apr 22, 2026

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.

Apr 22, 2026

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.

Apr 21, 2026

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.

Apr 21, 2026

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%.

Apr 20, 2026

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.

Apr 20, 2026

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.

Apr 17, 2026

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.

Apr 17, 2026

The S&P 500 and Nasdaq Just Hit All-Time Highs. Here Is What Drove It and What Comes Next.

Apr 16, 2026

Meta Just Agreed to Deploy 1 Gigawatt of Broadcom AI Chips. The Custom Silicon Race Is Accelerating.

Apr 16, 2026

TSMC Just Reported a 58% Profit Jump. The AI Chip Demand Story Is Not Slowing Down.

Apr 16, 2026

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.

Apr 15, 2026

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.

Apr 15, 2026

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.

Apr 14, 2026

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.

Apr 14, 2026

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.

Apr 13, 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.

Apr 13, 2026

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.

Mar 23, 2026

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.

Mar 23, 2026

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.

Mar 23, 2026