AI & Tech
APLD Reports Tonight: $16B in Leases vs. 12x Sales
Applied Digital reports Q4 FY2026 after close today. Consensus sees $81.95M revenue, but analyst estimates diverge by $13M — here's what traders need to know.
Jul 27, 2026
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AI & Tech
FTC AI Accuracy Rule: Comment Deadline July 31
The FTC's proposed AI accuracy policy closes July 31. Every consumer-facing AI product — chatbots, search, recommendations — faces potential Section 5 liability.
Jul 27, 2026
AI & Tech
IBM Q2 2026: AI Revenue Hits $3B as Cloud Bets Pay Off
IBM's Q2 2026 10-Q shows AI revenue crossing $3B while hybrid cloud margins expand. Here's what the numbers mean for traders now.
Jul 24, 2026
AI & Tech
AMD Helios Rack Targets NVDA's Core at $15B GPU Forecast
AMD's Helios AI rack system takes direct aim at Nvidia's Grace Blackwell. With 114% GPU revenue growth forecast, here's the competitive math.
Jul 24, 2026
AI & Tech
Alphabet Beats Big But Burns Cash — GOOGL Sells Off
Alphabet posts $9.11 EPS vs. $2.87 estimate, but $44B in capex drives negative free cash flow for the first time. What traders need to know.
Jul 23, 2026
AI & Tech
TSMC's $64B Capex Signal Reignites Chip Rally
TSMC raises 2026 capex to $60B–$64B, sparking a 5% SOX surge. NVDA and AVGO lead gains as the AI buildout demand signal challenges the overspend narrative.
Jul 23, 2026
AI & Tech
Alphabet Q2 Earnings: Cloud, AI Spend in Focus Tonight
Alphabet reports Q2 2026 after the close with $116.9B revenue consensus. Google Cloud growth and $180B+ capex justify are the pivots for the AI trade.
Jul 22, 2026
AI & Tech
AMD AI Event 2026: New Chips, 400% EPS Growth Incoming
AMD's Advancing AI 2026 event hits San Francisco today. Wall Street sees 400% YoY EPS growth for Q2. Here's what traders need to watch before August 4.
Jul 22, 2026
AI & Tech
AMD Surges 2.9% on Microsoft Helios Deal
AMD jumps 2.92% after Microsoft confirms Azure deployment of Helios AI systems. Data center revenue hit $5.8B in Q1. What traders need to know now.
Jul 21, 2026
AI & Tech
INTC's Thursday Earnings: The Riskiest Bet in Semis
Intel reports Q2 Thursday with EPS expected to flip from -$0.10 to +$0.22. ASML's 18A validation and a Susquehanna $115 target set a volatile stage.
Jul 21, 2026
AI & Tech
TSMC's $40.2B Quarter Can't Stop the Chip Selloff
TSMC posted 77% profit growth and raised full-year guidance to 40%+, yet semiconductors shed $3.3 trillion in market cap since June 22.
Jul 20, 2026
AI & Tech
AI Model Price War: What $4 Tokens Mean for Margins
GPT-5.6, Grok 4.5, and Claude Sonnet 5 launched within 24 hours, crashing output token prices 80%. Here's who wins and who bleeds.
Jul 20, 2026
AI & Tech
TSMC's $100B Arizona Bet Can't Stop the Selloff
TSMC posted record Q2 net income up 77.4% and dropped a $265B Arizona bombshell — then fell 4%. Here's what traders need to know.
Jul 17, 2026
AI & Tech
FTC AI Probe: The Risk Big Tech Isn't Pricing In
The FTC's AI accuracy policy statement closes July 31 — and its enforcement teeth under Section 5 directly threaten how Microsoft and Google sell AI.
Jul 17, 2026
AI & Tech
TSMC Beats Big: $40.2B Revenue, 40%+ Guide
TSMC posts $40.2B Q2 revenue, beats EPS by $0.37, and raises full-year growth guide to 40%+. Here's what it means for NVDA, AMD, and AVGO.
Jul 16, 2026
AI & Tech
FTC, DOJ, and States Circle Big Tech in 2026
Microsoft, Amazon, Apple, and Meta face simultaneous antitrust probes in 2026. Here's what's live, what's moving markets, and what traders must watch.
Jul 16, 2026
AI & Tech
IBM Crashes 25% — What the 8-K Actually Says
IBM stock plunges 25% in a single session. Here's what the SEC filing reveals and what traders need to know before the close.
Jul 15, 2026
AI & Tech
TSMC Q2 Report Tomorrow: $40B Test for AI Trade
TSMC reports Q2 earnings July 16 with $40B revenue consensus. AI chip demand, wafer price hikes, and sector valuation all hinge on this print.
Jul 15, 2026
AI & Tech
TSMC Q2 Revenue Hits $39.6B Record Before Thursday Call
TSMC reported $39.62B in Q2 revenue, up 36% YoY, as AI wafer demand drives a fifth straight record quarter. Full earnings Thursday.
Jul 14, 2026
AI & Tech
Intel Drops 6%, JPMorgan Short: What the 18A Bet Now Costs
Intel fell 6%+ today as JPMorgan named it a top short. With Q2 earnings July 23, the foundry revenue number is all that matters now.
Jul 14, 2026
AI & Tech
SK Hynix IPO Hangover: SKHY Drops 8% in Seoul
SK Hynix fell 8.2% in Seoul Monday after its blockbuster $26.5B Nasdaq IPO. Here's what the selloff means for HBM stocks MU and SKHY.
Jul 13, 2026
AI & Tech
Supreme Court Kills FTC Independence: AI Stocks Win Now
The Supreme Court's Trump v. Slaughter ruling strips FTC independence, creating a deregulatory tailwind for AI giants — but long-term governance risk grows.
Jul 13, 2026
AI & Tech
Micron Trades 22% Off Peak: Buy the Dip or Falling Knife?
Micron stock sits 22% below post-earnings highs despite a 346% revenue surge and $50B Q4 guidance. Is the SK Hynix IPO the real threat?
Jul 10, 2026
AI & Tech
TSMC's 10% Price Hike Signals AI Chip Demand Has No Ceiling
TSMC is raising advanced node prices up to 10% despite no hike planned a month ago. Q2 results drop July 16. Here's what traders must know.
Jul 10, 2026