AI & Tech
Nvidia Enters PC Market With RTX Spark Superchip
Nvidia's RTX Spark Superchip targets Intel, AMD, and Apple in the laptop market with 1 petaflop AI compute and Arm architecture. Fall 2026 launch.
Jun 5, 2026
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180 articles
AI & Tech
Broadcom Loses $50B in Market Cap on AI Forecast Miss
Broadcom stock plunges 15% after Q2 earnings as $16B AI chip forecast misses Wall Street's $17.2B estimate. What traders need to know.
Jun 5, 2026
AI & Tech
Intel Rallies on Computex AI Showcase as Software Names Sell Off
Intel gained 4.4% at Computex 2026 with new AI chip launches while cloud software stocks cratered. The semiconductor rotation is accelerating.
Jun 4, 2026
AI & Tech
Broadcom Drops 14% After Hours Despite Record AI Revenue
Broadcom stock plunges 14% after Q2 earnings as software revenue misses and AI chip guidance stays flat. What traders need to know about AVGO.
Jun 4, 2026
AI & Tech
Nvidia Enters PC Market With RTX Spark Chip at Computex
Nvidia unveiled the RTX Spark PC chip at Computex 2026, partnering with MediaTek to challenge Qualcomm and Apple in AI-powered laptops.
Jun 3, 2026
AI & Tech
Broadcom Earnings Preview: Wall Street Expects 140% AI Growth
Broadcom reports Q2 FY2026 earnings June 3 with AI revenue guidance of $10.7B. Here's what traders need to watch in AVGO's after-hours print.
Jun 3, 2026
AI & Tech
Anthropic Files for IPO at $965 Billion Valuation
Anthropic filed a confidential IPO at a $965 billion valuation, surpassing OpenAI. Revenue run rate hit $47B in May. October 2026 listing expected.
Jun 2, 2026
AI & Tech
Nvidia RTX Spark Sends Stock Up 6% After Computex Keynote
Nvidia stock surged 6.3% after Jensen Huang unveiled the RTX Spark superchip at Computex 2026, targeting Apple's laptop dominance with 128GB unified memory.
Jun 2, 2026
AI & Tech
Broadcom Earnings Preview: Wall Street Expects 140% AI Growth
Broadcom reports Q2 fiscal 2026 earnings June 3 with AI semiconductor revenue expected at $10.7 billion. What traders need to watch.
Jun 1, 2026
AI & Tech
Nvidia Unveils Vera Rubin at COMPUTEX With 6 Trillion Transistors
Nvidia CEO Jensen Huang launches Vera Rubin AI platform at COMPUTEX 2026 with six trillion transistors, RTX Spark chip, and agentic AI tools.
Jun 1, 2026
AI & Tech
AMD's $60B Meta Deal Reshapes the AI Chip Race
AMD's 6-gigawatt Meta deal worth $60 billion is accelerating the shift from Nvidia's AI monopoly to a multi-vendor chip market. What traders should know.
May 29, 2026
AI & Tech
Snowflake Surges 36% on $6B Amazon Deal and AI Boom
Snowflake stock soared 36% after a blowout Q1 and a $6 billion AWS deal, easing fears of an AI-driven SaaS apocalypse. Here's what traders need to know.
May 29, 2026
AI & Tech
Salesforce Beats Estimates but AI Fears Sink CRM Stock 33%
Salesforce posts $11.13B in Q1 revenue with Agentforce ARR at $1.2B, but CRM stock is down 33% in 2026 as AI disruption fears dominate.
May 28, 2026
AI & Tech
Dell Q1 Earnings Preview: AI Server Backlog Hits $43B
Dell Technologies reports Q1 fiscal 2027 results today with a $43 billion AI server backlog. Here's what traders need to watch in the numbers.
May 28, 2026
AI & Tech
AMD's $10B Taiwan Bet Targets Nvidia's AI Chip Crown
AMD commits $10 billion to Taiwan's semiconductor ecosystem to accelerate AI chip production and challenge Nvidia's data center dominance.
May 27, 2026
AI & Tech
Nvidia's $81.6B Quarter Rewrites the AI Playbook
Nvidia crushed Q1 fiscal 2027 with $81.6 billion in revenue, up 85% YoY, as data center demand accelerates. What traders need to know.
May 27, 2026
AI & Tech
Memory Chip Shortage Sends Micron Past $200 Billion
Micron surges 30% in a week as AI-driven HBM shortage tightens. CEO warns memory crunch will outlast 2026 as demand outpaces supply.
May 26, 2026
AI & Tech
Nvidia Beats Again, Stock Falls Again — The New Normal
Nvidia posted $81.6B in Q1 revenue and guided $91B, but shares slipped. Why the AI chip giant's earnings beats keep triggering sell-offs.
May 26, 2026
AI & Tech
The AI Chip Trade Just Got Bigger Than Nvidia
AMD is up 114% in 2026 and Intel is rallying as the AI chip trade broadens beyond Nvidia. Inside the memory war, foundry shifts, and the rotation.
May 22, 2026
AI & Tech
Nvidia's $81.6B Quarter Wasn't Enough For Wall Street
Nvidia delivered record $81.6B revenue and 92% data-center growth, yet NVDA stock slid. Here's what traders missed in the AI chip giant's report.
May 22, 2026
AI & Tech
Alibaba Unveils Zhenwu M890 Chip to Challenge Nvidia
Alibaba's T-Head unit launches the Zhenwu M890 AI chip with 144GB HBM3 memory, claiming 3x the performance of Nvidia's H20. What it means for the AI chip race.
May 21, 2026
AI & Tech
Nvidia Beats Q1 Estimates With $81.6B Revenue, Stock Dips
Nvidia reports record $81.6B in Q1 revenue and $75.2B from data centers, beating Wall Street forecasts. Why the stock still slid after hours.
May 21, 2026
AI & Tech
Intel's 225% Rally Rewrites the AI Chip Playbook
Intel stock has surged 225% in 2026 on a foundry revival, an Apple chip deal, and AI data center demand. The rotation away from Nvidia is accelerating.
May 20, 2026
AI & Tech
Nvidia Reports After the Bell With $78B on the Line
Nvidia earnings land May 20 with analysts expecting $78 billion in revenue. Blackwell margins, data center guidance, and hyperscaler capex are the key variables.
May 20, 2026