AI & Tech
Palantir Q1 Earnings Tonight: AIP Faces $144 Valuation Test
Palantir reports Q1 after the close with $1.54B in revenue expected. Options pricing 10.5% move as commercial AIP growth meets a 200x multiple.
May 4, 2026
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AI & Tech
Nvidia Back at $5 Trillion as Vera Rubin Rewrites the AI Math
First-quarter US GDP expanded just 2.0% as the PCE price index hit 4.5%, the worst stagflation print since the early 1980s and a direct hit to Fed policy.
May 4, 2026
AI & Tech
Big Tech Capex Hits $700B as Hyperscalers Double Down on AI
Microsoft, Alphabet, Meta and Amazon lifted 2026 capex guides above $650 billion combined. Here is what the AI capex spree means for chipmakers and infrastructure traders.
May 1, 2026
AI & Tech
Apple Q2 Smashes Records With $111.2B and $100B Buyback
Apple Q2 2026 revenue hit $111.2 billion as iPhone sales jumped 22% and the board greenlit another $100 billion buyback. Here is what traders need to know.
May 1, 2026
AI & Tech
Meta Lifts 2026 AI Capex to $145B as Ad Revenue Jumps 33%
Meta posted $56.3B in Q1 revenue and raised 2026 AI capex guidance to $125B–$145B, sending shares lower on margin concerns despite a strong ad print.
Apr 30, 2026
AI & Tech
Microsoft Azure Grows 40% as AI Revenue Hits $37B Run Rate
Microsoft Azure revenue climbed 40% in fiscal Q3 as the company raised its 2026 capex outlook to roughly $190 billion to fund AI infrastructure.
Apr 30, 2026
AI & Tech
Microsoft, Alphabet, Meta Earnings Tonight: AI Capex on Trial
Three of the four hyperscalers report after the close. Investors want proof that 2026 AI capex commitments translate into real cloud revenue.
Apr 29, 2026
AI & Tech
AI Chip Stocks Slide as OpenAI Misses Revenue Targets
Nvidia, AMD and Broadcom dropped after a Wall Street Journal report on OpenAI's missed user and revenue goals rattled the AI chip trade.
Apr 29, 2026
AI & Tech
Meta and Microsoft Cut 20,000 Jobs as AI Replaces Workers
Meta and Microsoft announced 20,000 combined layoffs in April 2026, explicitly citing AI automation. Here's what traders should know.
Apr 28, 2026
AI & Tech
Big Tech's $16 Trillion Earnings Week Tests AI Thesis
Microsoft, Meta, Alphabet, and Amazon report Wednesday with $645B in combined AI capex on the line. What traders need to watch.
Apr 28, 2026
AI & Tech
Intel Surges 24% on Earnings as AI Revives the CPU Market
Intel stock posts its best day since 1987, soaring 24% after Q1 revenue of $13.6B and a 22% jump in data center sales driven by AI workloads.
Apr 27, 2026
AI & Tech
Nvidia Hits $5 Trillion as AI Chip Spending Tops $650B
Nvidia closes at record $208.27, crossing $5 trillion market cap as hyperscalers commit $650 billion to AI infrastructure in 2026.
Apr 27, 2026
AI & Tech
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
AI & Tech
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
AI & Tech
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
AI & Tech
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
AI & Tech
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
AI & Tech
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
AI & Tech
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
AI & Tech
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
AI & Tech
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
AI & Tech
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
AI & Tech
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
AI & Tech
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