Artificial Intelligence
Advanced Micro Devices Earnings Poised to Test the AI Trade’s Staying Power
AMD’s fourth-quarter report could clarify whether AI optimism still outweighs spending and supply concerns Advanced Micro Devices (AMD) is set...
Palantir Technologies Braces for High-Stakes Earnings as AI Momentum Collides With Valuation Debate
Wall Street expects explosive growth, but scrutiny around pricing and government reliance remains intense Palantir Technologies (PLTR) is set to...
Earnings Season Hits Full Throttle as Big Tech and AI Set the Pace for 2026
Strong profit growth, rising expectations, and massive AI investment define a pivotal fourth quarter reporting season The fourth quarter earnings...
Nvidia Invests $2 Billion in CoreWeave to Scale “AI Factories” for the Next Wave of Demand
The deal deepens a strategic partnership as CoreWeave targets 5 gigawatts of AI data center capacity by 2030 Nvidia (NVDA)...
IonQ to Buy SkyWater in $1.8B Deal, Bringing Quantum Chipmaking In-House
Acquisition strengthens U.S. supply chain control and accelerates plans for next-generation quantum processors Quantum computing company IonQ (IONQ) announced Monday...
AI Is Already Transforming Drug Development—Just Not Where Investors Expected
While “AI-discovered” breakthrough medicines are still emerging, pharma is using AI today to cut costs, speed trials, and reduce regulatory...
Corvex Lands Long-Term NVIDIA H200 GPU Lease Deal to Power Secure Enterprise AI
The agreement highlights rising demand for high-performance, compliant infrastructure as AI workloads scale into regulated environments Corvex, Inc., (MOVE) an...
Intel’s Outlook Misses, but Turnaround Hopes Stay Alive
Better-than-feared results and rising AI demand support Intel’s narrative, even as near-term pressure builds on margins. Intel (INTC) shares slid...
Alibaba Prepares IPO Path for T-Head as China Ramps Up the Race to Challenge Nvidia
Restructuring plans signal growing investor appetite for domestic AI accelerators amid Beijing’s push for tech independence. Alibaba (BABA) is taking...
Big Tech Earnings Kick Off With AI Spending in the Spotlight
Intel leads the season as investors weigh hyperscaler capex, PC demand, Apple momentum, and Nvidia’s China risk. The first wave...
