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
Archive
242 articles
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
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
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