Archive

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

Could AI Replace Google Search? Why the Internet Is Starting to Change

For more than two decades, traditional search engines have been the main way people find information online. Whether someone is looking for news, product reviews, or answers to everyday questions, the typical process has always been the same: type a question into a search bar and browse through links. However, artificial intelligence is beginning to change that experience.Instead of returning a list of websites, many AI-powered tools now generate direct answers, summaries, and recommendations. This shift is raising an important question about the future of the internet.Could AI eventually replace the way we search for information?

Mar 23, 2026

Nvidia's China Chip Win Backs a $1 Trillion AI Revenue Call

Beijing approved Nvidia's H200 chip sales in China as Jensen Huang projected $1 trillion in AI revenue through 2027 at GTC 2026. Here's the full trade.

Mar 20, 2026