CoreWeave Backlog Hits $129B: The AI Demand Proof Point
CoreWeave Q2 earnings beat with 112% revenue growth and a backlog that jumped $25B in six weeks. Here's what traders need to know now.
AI & Tech
AI & Tech
Intel's $20B Offering Closes Today: What the Dilution Buys
Intel's upsized $20B stock offering closes August 12. Here's what the capital raise means for chip manufacturing, CapEx, and INTC's 175% YTD run.
SMCI and CRWV Earnings Tonight: AI Infrastructure on Trial
Supermicro and CoreWeave report after the bell Tuesday. Here's what the numbers need to show to keep the AI infrastructure trade alive.
Intel's $15B Raise Is a Dilution Bet on a Turnaround
Intel raised $15 billion to chase AI chips, but shares fell 4% Monday. The dilution math and structural divergence from AI-native rivals define the trade.
CoreWeave Q2 Earnings: $99B Backlog on the Line
CoreWeave reports Q2 Tuesday after close. With shares down 44% from highs and a $99.4B backlog at stake, this is the week's binary trade.
AMD, Intel, SOXX: Last Week's Chip Rally Explained
AMD surged 8% on 57% data center growth, Intel squeezed 10% higher, and SOXX jumped 6% in a session. Here's what it means ahead of AMAT Thursday.
AMD Drops 9% on Weak Guidance Despite Q2 Beat
AMD falls 9% premarket after Q2 revenue beat fails to impress Wall Street. Guidance disappoints as SpaceX's Nvidia-only chip strategy adds pressure.
TSMC Raises CapEx to $64B as AI Demand Outstrips Supply
TSMC boosts 2026 CapEx to $64B as CEO warns chip supply is "far from enough." New packaging tech threatens Intel's EMIB moat. Key data for chip investors.
AMD's $5B Anthropic Bet Reshapes AI Chip Wars
AMD commits $5B to Anthropic and 2GW of MI450 GPUs — the most aggressive move yet to crack Nvidia's dominance in AI infrastructure.
MSFT Beats, META Misses: Mag 7 AI Spend Diverges
Microsoft cuts 2026 capex to $175B while Amazon raises to $220B. Q2 earnings reveal a fracturing AI spending consensus across Big 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
TSMC's $40.2B Quarter Can't Stop the Chip Selloff
TSMC posted 77% profit growth and raised full-year guidance to 40%+, yet semiconductors shed $3.3 trillion in market cap since June 22.
AI Model Price War: What $4 Tokens Mean for Margins
GPT-5.6, Grok 4.5, and Claude Sonnet 5 launched within 24 hours, crashing output token prices 80%. Here's who wins and who bleeds.
TSMC's $100B Arizona Bet Can't Stop the Selloff
TSMC posted record Q2 net income up 77.4% and dropped a $265B Arizona bombshell — then fell 4%. Here's what traders need to know.
FTC AI Probe: The Risk Big Tech Isn't Pricing In
The FTC's AI accuracy policy statement closes July 31 — and its enforcement teeth under Section 5 directly threaten how Microsoft and Google sell AI.
TSMC Beats Big: $40.2B Revenue, 40%+ Guide
TSMC posts $40.2B Q2 revenue, beats EPS by $0.37, and raises full-year growth guide to 40%+. Here's what it means for NVDA, AMD, and AVGO.
FTC, DOJ, and States Circle Big Tech in 2026
Microsoft, Amazon, Apple, and Meta face simultaneous antitrust probes in 2026. Here's what's live, what's moving markets, and what traders must watch.
IBM Crashes 25% — What the 8-K Actually Says
IBM stock plunges 25% in a single session. Here's what the SEC filing reveals and what traders need to know before the close.
TSMC Q2 Report Tomorrow: $40B Test for AI Trade
TSMC reports Q2 earnings July 16 with $40B revenue consensus. AI chip demand, wafer price hikes, and sector valuation all hinge on this print.
TSMC Q2 Revenue Hits $39.6B Record Before Thursday Call
TSMC reported $39.62B in Q2 revenue, up 36% YoY, as AI wafer demand drives a fifth straight record quarter. Full earnings Thursday.
Intel Drops 6%, JPMorgan Short: What the 18A Bet Now Costs
Intel fell 6%+ today as JPMorgan named it a top short. With Q2 earnings July 23, the foundry revenue number is all that matters now.
SK Hynix IPO Hangover: SKHY Drops 8% in Seoul
SK Hynix fell 8.2% in Seoul Monday after its blockbuster $26.5B Nasdaq IPO. Here's what the selloff means for HBM stocks MU and SKHY.
Supreme Court Kills FTC Independence: AI Stocks Win Now
The Supreme Court's Trump v. Slaughter ruling strips FTC independence, creating a deregulatory tailwind for AI giants — but long-term governance risk grows.
Micron Trades 22% Off Peak: Buy the Dip or Falling Knife?
Micron stock sits 22% below post-earnings highs despite a 346% revenue surge and $50B Q4 guidance. Is the SK Hynix IPO the real threat?
TSMC's 10% Price Hike Signals AI Chip Demand Has No Ceiling
TSMC is raising advanced node prices up to 10% despite no hike planned a month ago. Q2 results drop July 16. Here's what traders must know.
Grok 4.5 Launches Today: What xAI's Biggest Bet Means
Grok 4.5 goes live July 9 on xAI's V9 foundation model with 1.5T parameters. Here's what traders need to know about pricing, competition, and SpaceX.
Semis Shed $1T: TSMC July 16, INTC July 23 Are Now Binary
Semiconductor stocks have lost over $1 trillion in market value. TSMC reports July 16, Intel July 23. Here's what traders need to know before both prints.
Cloudflare Surges 8% on $300 Target: Buy the Momentum?
Scotiabank's $300 Cloudflare price target sent NET up 8.1% Tuesday. Here's what the traffic data, insider selling, and July 30 earnings mean for traders.
NVDA Up Just 3% While AMD Soars 171%: What Gives?
NVIDIA's revenue rose 85% yet its stock is up only 3.2% YTD while AMD surged 171%. Here's the divergence trade dominating semiconductor desks in July 2026.
Chip Stocks Bleed: Samsung Miss Triggers Sector Rout
Intel drops 10%, AMD falls 8%, AMAT slides 10% as Samsung's record quarter disappoints and DeepSeek's chip ambitions spook the semiconductor complex.
GPT-5.6 Access Gating and the $725B AI Capex Bet
OpenAI's GPT-5.6 stays locked to 20 partners while hyperscalers commit $725B to AI infrastructure. White House standards could unlock broad access this week.
NVDA's $91B Quarter: Can Nvidia Deliver Again?
Nvidia guides $91B revenue for Q2 FY27 after an $81.6B beat. Here's what traders need to watch before the August 26 report.
GPT-5.6 Locked Down: What the Rollout Means for Traders
GPT-5.6 is live for 20 vetted partners only. A White House framework due July 7 will set the terms for broader release — and reshape AI stock positioning.
NVDA's $975B Chip Market Faces BofA Bubble Warning
Bank of America's bubble indicator hits 0.91 on semiconductors as NVDA trades at 32x forward earnings. Here's what the data says about risk vs. reward.
GPT-5.6 Broad Release Hinges on July 7 White House Call
OpenAI's GPT-5.6 is live for 20 government partners. A White House AI framework expected July 7 is the trigger for broad commercial access and IPO pricing.
Chip Stocks Bleed Into H2 as Bubble Risk Hits 0.91
Semiconductor ETFs drop 5% on H2's first trading day after a 76–108% H1 surge. BofA's bubble indicator hits 0.91. Here's what traders need to watch.
Anthropic Export Ban Lifted; Claude Sonnet 5 Prices Revealed
U.S. lifts Claude export controls July 1. Anthropic launches Claude Sonnet 5 at $2/M tokens, lands California state contract, eyes Microsoft Maia 200 chips.
Micron's $2,000 Price Target Is the Q2 Earnings Story
Micron's 300% YTD surge and a Cantor Fitzgerald $2,000 price target make MU the defining name of Q2 2026 earnings season — with Goldman projecting MU and NVDA drive 40% of S&P 500 earnings growth.
Nvidia's $20B Bond Deal Signals the Real AI Cost
Nvidia launched a $20 billion multi-tranche bond sale as NVDA stock falls 13% in 30 days. The debt deal reveals what the AI buildout actually costs — and who is paying.
GOOG's $270B Collapse: July 1 Verdict Is Now Everything
Alphabet lost $270B in market cap on talent exits and capex fears. A July 1 antitrust ruling makes tomorrow a binary event for GOOG traders.
Chip Sector's $1.3T Wipeout: Who Survives the Carnage
The PHLX chip index lost 10% on June 5. NVDA sits 26% off highs, MU just printed a record quarter. Here's where the semiconductor trade stands now.
Micron Posts $41B Quarter, Guides $50B With 86% Margins
Micron blows past estimates with $41.46B in Q3 revenue and guides Q4 to $50B at 86% gross margin — the most profitable memory quarter in history.
Chip Sector Loses $923B in a Day as Broadcom Misses AI Guide
Broadcom's below-consensus AI chip guide triggers a $923B single-session sector wipeout — Nvidia, Intel, AMD, and SK Hynix all suffer double-digit losses.
Micron Surges 11.5% After Blowout Q3 Print
Micron stock hits $1,168.50 after a +15.78% post-earnings surge. Here's what the memory supercycle means for MU and the broader chip sector.
Intel's 453% Rally Meets a 904x P/E Problem
Intel stock is up 168% YTD and trades at 904x trailing earnings. Here's why the valuation math is becoming impossible to defend at current levels.
Micron Obliterates Q3 Estimates, Guides $50B Q4
Micron's Q3 revenue hit $41.46B — up 346% YoY — crushing estimates. Q4 guidance of $49–$51B sent MU surging 17% pre-market Thursday.
Qualcomm Eyes $10B Tenstorrent Bid to Challenge Nvidia
Qualcomm is in early talks to acquire AI chip designer Tenstorrent for $8–10B, targeting Nvidia's inference dominance using RISC-V architecture.
Google Pays SpaceX $920M/Month for GPUs It Can't Build Itself
Google's $920M monthly GPU lease from SpaceX exposes Big Tech's compute desperation — and who really controls AI infrastructure in 2026.
Micron Earnings Today: HBM Demand Is the Only Number That Matters
Micron reports after close June 24. HBM supply redirection and data center demand signals will set the tone for the entire memory sector.
NVDA at $207 With $145B on the Line
Nvidia consolidates at $207–$214 as $145B in supply commitments loom. Here's what today's price action and the chip sector setup mean for traders.
Oracle's AI Bet: What the 10-K Reveals
Oracle filed its fiscal 2026 10-K on June 22. Here's what the numbers say about its AI infrastructure pivot and what traders need to watch.
Nvidia at $210: Four Red Weeks, $25B Debt, and a Senate Letter
Nvidia has closed red four straight weeks, sits 11% off its May ATH, and now faces a Senate export compliance deadline. Here's what traders need to know before August 26.
CoreWeave Joins Nasdaq-100 Today: What Traders Must Know
CoreWeave enters the Nasdaq-100 on June 22, triggering forced passive buying at the open. Here's what the index inclusion means for CRWV traders today.
Nvidia's $280B Wipeout and the Blackwell Export Risk
Nvidia lost $280 billion in market cap on June 5. Now a Tencent-Blackwell export circumvention report adds a new live wire before Friday's open.
HPE, Snowflake Earnings Signal Real AI Demand
HPE surged 16% and Snowflake exploded 30% post-earnings. Here's what the numbers say about AI infrastructure demand heading into Friday's open.
Credo Technology Crushes Nvidia With 74% YTD Gain
Credo Technology stock surges 74% in 2026 on soaring AI networking demand, DustPhotonics acquisition, and 206% revenue growth. Here's the setup.
Intel Starts 18A-P Production, Apple Deal Inches Closer
Intel begins risk production of its 18A-P chip node, moving closer to a landmark manufacturing deal with Apple that could reshape the foundry race.
HPE Stock Surges 40% After Record AI Server Quarter
Hewlett Packard Enterprise posts record $10.7B revenue as AI server orders hit $2.1B, raises full-year guidance above prior 2028 targets.
Nvidia's RTX Spark Enters the PC War Against Intel and AMD
Nvidia's RTX Spark superchip targets the $400B PC processor market, threatening Intel's and AMD's core business with Arm-based AI computing.
Snap Bets $2,500 AR Glasses Can Revive Its Stock
Snap CEO Evan Spiegel keynotes AWE 2026 today unveiling consumer AR Specs priced at $2,500. SNAP stock surged 8.56% Monday ahead of the reveal.
Nvidia Holds $212 as Warsh's First Fed Meeting Looms
Nvidia stock trades at $212 ahead of Kevin Warsh's first FOMC meeting, with chip sector volatility rising on rate hike fears. What traders should watch.
Nvidia's RTX Spark Chip Threatens AMD and Intel's PC Turf
Nvidia's RTX Spark SoC packs 1 petaflop of AI compute into a PC chip, challenging AMD, Intel, and Qualcomm in a market they've dominated for decades.
AI Chip Stocks Surge as Iran Deal Lifts Futures
AI chip stocks NVDA, AMD, and MU rally in pre-market as US-Iran peace deal drops oil prices and lifts Nasdaq futures 2.1% on June 15.
Chip Stocks Roar Back After $1.3 Trillion Selloff
Intel surges 8.5% on Alphabet deal, Micron jumps 9% as semiconductor stocks recover from Broadcom-fueled panic selloff. What drove the rebound.
SpaceX IPO Launches at $135 in Largest Debut Ever
SpaceX begins trading on Nasdaq at $135 per share in the biggest IPO in history, valued at $1.78 trillion. What traders need to know about SPCX.
Adobe Reports Q2 Earnings Today as AI Pressure Mounts
Adobe reports Q2 FY2026 earnings after the close on June 11. Analysts expect $5.81 EPS on $6.45B revenue as generative AI erodes Creative Cloud pricing.
Intel-Alphabet Chip Deal Reshapes AI Supply Chain
Intel surged 11% after Alphabet ordered 3 million custom AI chips, marking a pivotal shift in AI semiconductor manufacturing away from TSMC.
Chip Stocks Claw Back $800B After Broadcom-Led Panic Selloff
Semiconductor stocks rebound after $1.3 trillion selloff triggered by Broadcom's AI guidance miss. CPI report looms as next test for chip rally.
Anthropic and OpenAI IPO Race Threatens Magnificent Seven
Anthropic and OpenAI both filed for IPOs in June 2026. The mega-listings could trigger rotation out of Microsoft, Nvidia, and other Mag 7 stocks.
Nvidia's RTX Spark Takes Aim at the $400B PC Market
Nvidia unveiled the RTX Spark Superchip at Computex 2026, targeting Intel and AMD in the PC chip market with Arm-based silicon. Here's what it means for traders.
Intel Surges 11% on Google's 3 Million TPU Chip Order
Intel stock soared 11.2% after Alphabet ordered 3 million TPUs, signaling hyperscaler supply chain diversification away from TSMC. What traders need to know.
AI Regulation Hits Inflection Point as EU, US Laws Bite
The EU AI Act enforcement ramps up in August 2026 while Colorado delays its landmark AI law to 2027. Here's what the regulatory split means for tech stocks.
Nvidia RTX Spark Chip Targets AI Laptops, Shakes Rivals
Nvidia's RTX Spark superchip combines Grace CPU and Blackwell GPU for AI-powered laptops, sending Intel and AMD shares lower. Here's what traders need to know.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Cerebras $95B IPO Shakes Up the AI Chip Race
Cerebras Systems raised $5.55 billion in the largest U.S. tech IPO in years. The AI chipmaker's 68% first-day pop signals massive appetite for GPU alternatives.
NVIDIA Earnings Tomorrow: $79B Revenue Expected
NVIDIA reports Q1 earnings May 20 with Wall Street expecting $79.2 billion in revenue. Jensen Huang's China trip and supply chain risks loom large.
Nvidia H200 China Sales Stall as Jensen Huang Joins Trump Visit
The U.S. cleared 10 Chinese firms to buy Nvidia H200 chips, but zero deliveries have been made. Jensen Huang is in Beijing seeking a breakthrough.
Memory Chip Shortage Reshapes AI Trade as Prices Surge
DRAM prices have doubled in 2026 as Samsung, SK Hynix, and Micron shift production to AI memory chips. What traders need to know about the shortage.
Nvidia Jumps 4% as US Greenlights H200 Chip Sales to China
Nvidia stock rose 4.4% after the US approved H200 AI chip exports to 10 Chinese firms including Alibaba and Tencent. What traders should watch next.
Micron Hits $812 as AI Memory Crunch Rewrites the Chip Map
Micron stock surged to an all-time high of $812 as HBM chip demand from AI data centers drives a 180% rally in 2026. What traders need to know.
Wall Street's AI Chip Trade Rotates From Nvidia to Intel, AMD
AI chip rotation is reshaping semiconductor leadership: AMD up 114% YTD versus Nvidia's 18%, with Intel surging on the Apple foundry deal.
Cisco Stock Pops 15% as AI Orders Hit $5.3B, Guidance Raised
Cisco Q3 earnings beat as AI infrastructure orders surge to $5.3B YTD. CSCO raises FY26 AI order guidance to $9B and cuts 4,000 jobs.
Chip Stocks Bleed as Qualcomm Drops 11% in Sector Rout
Cerebras Systems prices its blockbuster IPO above the raised range, targeting a $48.8 billion valuation in the biggest debut of 2026. What traders need to know.
Cerebras IPO Prices Above Range at $48B Valuation
Cerebras Systems prices its blockbuster IPO above the raised range, targeting a $48.8 billion valuation in the biggest debut of 2026. What traders need to know.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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%.
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.
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.
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.
The S&P 500 and Nasdaq Just Hit All-Time Highs. Here Is What Drove It and What Comes Next.
Meta Just Agreed to Deploy 1 Gigawatt of Broadcom AI Chips. The Custom Silicon Race Is Accelerating.
TSMC Just Reported a 58% Profit Jump. The AI Chip Demand Story Is Not Slowing Down.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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?
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.