AI & Tech
Anthropic IPO: $65B Run Rate Powers $75B+ Valuation Push
Anthropic's public S-1 filing is imminent, targeting a $75B+ valuation on a $65B annualized revenue run rate. What it means for AI rivals and investors.
Aug 21, 2026
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242 articles
AI & Tech
Waymo's 1,000-TOPS Custom Chip Hits NVDA Where It Hurts
Waymo's in-house 1,000-TOPS chip on TSMC 5nm cuts Nvidia and AMD from its robotaxi supply chain. What this means for AV chip revenue ahead of NVDA earnings Aug. 26.
Aug 21, 2026
AI & Tech
NVDA Earnings Aug 26: $91B Revenue Test Looms
Nvidia reports August 26 with the Street expecting $91B in Q2 revenue. Here's what the data, prediction markets, and AMD threat mean for traders.
Aug 20, 2026
AI & Tech
Broadcom's $16B AI Bet vs. Nvidia's Moat
Broadcom guided $16B in Q3 AI semiconductor revenue, up 143% YoY. The custom ASIC race is reshaping how hyperscalers buy compute — and who wins.
Aug 20, 2026
AI & Tech
KLAR Crashes 20%: Guidance Cut Kills the Profit Story
Klarna's Q2 2026 earnings turned net income positive, but a $300M revenue guidance cut sent shares down 20% to $15.57. Here's what traders need to know.
Aug 19, 2026
AI & Tech
TSMC July Revenue +45% YoY: AI Demand Is Pulling Away
TSMC's July revenue surged 45% year-over-year, putting the foundry on track to beat its 40% full-year growth target. The 2nm node demand is outpacing 3nm.
Aug 19, 2026
AI & Tech
Anthropic's $11.5B Quarter Resets the AI Valuation Map
Anthropic posted $11.5B in Q2 revenue — up 14x year-over-year — and is targeting a $2T IPO as early as October 2026. Here's what it means for AI equity pricing.
Aug 18, 2026
AI & Tech
TSMC's 67.7% Margin and EMIB Bet Cement Foundry Lead
TSMC hit 67.7% gross margin in Q2 while developing Intel-style EMIB packaging tech. Here's what the foundry giant's moves mean for TSM, INTC, and AMD traders.
Aug 18, 2026
AI & Tech
NVDA Q2 Earnings: UBS Calls Sizable Beat Ahead
NVIDIA Q2 earnings are imminent. UBS forecasts a sizable beat and strong Q3 guide. Goldman financing talks signal smart money is already positioned.
Aug 17, 2026
AI & Tech
AMD's $4.75B Bond Sale Funds AI Data Center Push
AMD raised $4.75B in its largest-ever bond sale to fund AI data center expansion. Q2 revenue hit $11.54B, up 50% YoY. Here's what traders need to know.
Aug 17, 2026
AI & Tech
SMCI Beats by 78%: $65B–$72B Guide Reshapes AI Hardware
Super Micro Computer's fiscal Q4 EPS of $1.70 obliterated the $0.96 consensus. Here's what the $60B order book means for AI hardware traders.
Aug 14, 2026
AI & Tech
Big Tech Antitrust 2026: DOJ Vacuum Meets AI M&A Crackdown
With DOJ leadership in flux and senators targeting Nvidia, Meta, and Google deals, AI antitrust risk is repricing in real time. What traders need to know.
Aug 14, 2026
AI & Tech
AMAT Reports Tonight: The $9B Number That Moves Semis
Applied Materials reports Q3 2026 earnings after the close. Here's the revenue target, EPS setup, and guidance language that will move the entire semiconductor sector.
Aug 13, 2026
AI & Tech
AI Antitrust Tightens as Deregulation War Hits Tech
FTC probes Microsoft, Amazon faces court over Nessie algorithm, and the White House pushes deregulation. The AI antitrust battle is splitting Washington in real time.
Aug 13, 2026
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
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