AI & Tech
AI Labs Submit Models for Government Safety Testing
Google, Microsoft, and xAI join OpenAI and Anthropic in giving the U.S. government early access to AI models for security testing. What it means for the sector.
May 12, 2026
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242 articles
AI & Tech
Apple-Intel Chip Deal Reshapes Semiconductor Supply Chain
Apple and Intel reach a preliminary chip manufacturing deal, sending Intel stock up 15% and signaling a shift away from TSMC dependence. What traders need to know.
May 12, 2026
AI & Tech
Trump Administration Reverses on AI Oversight After Mythos
Anthropic's Mythos model forced a Trump policy U-turn on AI regulation. Google, Microsoft, and xAI now submit models for government testing.
May 11, 2026
AI & Tech
Wall Street Rotates AI Chip Bets From Nvidia to Intel, AMD
Cloudflare stock fell 24% after cutting 1,100 employees due to AI automation and issuing Q2 guidance that missed consensus by $1 million, despite beating Q1 estimates.
May 11, 2026
AI & Tech
Broadcom-OpenAI $18B Chip Deal Stalls on Financing Fight
Broadcom shares fall 4% after reports that its $18 billion custom AI chip deal with OpenAI hit a financing snag tied to Microsoft's commitment.
May 8, 2026
AI & Tech
AMD Data Center Revenue Hits $5.8B as AI Chip Demand Soars
AMD Q1 2026 earnings crush estimates with $5.8B in data center revenue, a 57% jump driven by Instinct GPU shipments and EPYC wins.
May 8, 2026
AI & Tech
Samsung Posts Record Profit as AI Memory Chip Shortage Deepens
Samsung's Q1 2026 profit surged 8x to $31.8 billion as AI memory chip demand outstrips supply. HBM4 shipments begin amid warnings of shortages through 2027.
May 7, 2026
AI & Tech
AMD Stock Surges 19% as AI Data Center Revenue Hits $5.8B
Coinbase slashed 14% of its workforce days before its Q1 earnings report on May 7, citing AI efficiency. Bitcoin is down 35% from its October 2025 peak.
May 7, 2026
AI & Tech
Memory Chip Shortage Sends DRAM Prices Up 171% as AI Eats Supply
AI-driven HBM demand creates worst memory shortage since 2018. DRAM prices surge 171% YoY as Samsung, SK Hynix prioritize AI chips.
May 6, 2026
AI & Tech
AMD Crushes Q1 With $10.3B Revenue as AI Lifts Data Center 57%
AMD Q1 2026 earnings beat estimates with $10.3 billion revenue and 57% data center growth. Stock surges 15% on raised guidance.
May 6, 2026
AI & Tech
Amazon's Chip Business Hits $20B Run Rate
Amazon's Trainium and Graviton chip business exits Q1 2026 at a $20B annual run rate with $225B in commitments. Here's what it means for the AI supply chain.
May 5, 2026
AI & Tech
AMD Reports Q1 Earnings Today as AI Chip Race Heats Up
AMD reports Q1 2026 earnings with $9.8B revenue expected and data center sales surging 51% YoY. What traders need to know about the AI chip challenger.
May 5, 2026
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
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