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AMD Beats Q1 Estimates, Raises Outlook on AI Infrastructure Demand
AMD reported first-quarter 2026 financial results after the market close on May 5. The company generated $10.25 billion in revenue. Net profit reached $1.38...
Intel Surges 13%, Following Reports of Apple Chip Manufacturing Deal
Intel shares rose more than 13% on May 5, 2026. The rally followed a Bloomberg report that Apple held exploratory talks with Intel regarding U.S. chip...
Apple Eyes Intel and Samsung for US Chips, Boosting Intel Shares 13%
Apple holds preliminary talks with Intel and Samsung to manufacture device processors in the United States. This move aims to diversify Apple's supply chain...
Semiconductor Sales Surge 79% in March, Fueled by AI Infrastructure Demand
Global semiconductor sales reached $99.5 billion in March, a 79% year-over-year increase. First-quarter sales for 2026 totaled $298.5 billion, rising 25% from...
Google, Microsoft, xAI sign US safety pacts, vetting models before release
The U.S. Department of Commerce’s National Institute of Standards and Technology (NIST) signed agreements with Google DeepMind, Microsoft, and xAI. These...
🟢 Technology ETF (VGT) is trading 1.5% up today as cooling JOLTS data fuels rate cut optimism
VGT is trading 1.5% up today as cooling JOLTS data fuels optimism for earlier Fed rate cuts. • March 2026 JOLTS data showed 6.9 million job openings,...
Amazon Launches Supply Chain Services, Challenging FedEx and UPS
Amazon launched Amazon Supply Chain Services to provide its logistics and fulfillment network to external businesses. The service consolidates Amazon’s air and...
Nscale to supply 66,000 NVIDIA Rubin GPUs for Microsoft’s EU AI project
Nscale expanded its collaboration with Microsoft to deliver over 66,000 next-generation NVIDIA Rubin GPUs. The deployment will be housed at Start Campus's...
Apple Eyes Intel and Samsung for US Chips, Cutting TSMC Reliance
Apple Inc. held preliminary talks with Intel Corp. and Samsung Electronics Co. regarding U.S.-based processor manufacturing. Discussions involved Intel’s...
Google builds $15B India AI hub, its largest outside the US
Google has started construction on a $15 billion artificial intelligence hub in Visakhapatnam, India. This project represents the company’s largest AI...
Google builds $15B India AI hub, its largest outside the US
Google began construction on a $15 billion AI hub in Visakhapatnam, India. The site marks the company's largest AI infrastructure project outside the United...
Anthropic and Blackstone launch firm, scaling Claude for corporate giants
Anthropic has partnered with a major investment consortium to launch a standalone enterprise services firm. The group includes Blackstone, Hellman & Friedman,...
CISA weighs 3-day patch deadline, citing AI hacking threats
The U.S. Cybersecurity and Infrastructure Security Agency (CISA) is considering reducing the deadline for government agencies to patch exploited software...
TSMC revives $18.9B Taiwan plant project, targeting AI chip demand
TSMC is reviving plans for a next-generation semiconductor factory in Longtan, northern Taiwan. The project involves a potential investment of approximately...
Palantir Targets 74% Revenue Growth, Fueled by US Commercial AI Demand
Palantir Technologies (PLTR) will release its first-quarter 2026 financial results after the market closes on May 4, 2026. Wall Street consensus projects...
TSMC revives $19 billion Taiwan plant to meet AI demand
Taiwan Semiconductor Manufacturing Co (TSMC) is seeking government approval for a new advanced wafer fab in Hsinchu Science Park’s Longtan campus. The park’s...
Palantir reports Q1 earnings, eyeing 115% profit jump on AI demand
Palantir Technologies (PLTR) releases first-quarter 2026 financial results after the market closes on Monday, May 4. Wall Street projects earnings per share...
Pentagon signs seven tech giants for classified AI, barring Anthropic
The Pentagon finalized agreements on Friday with seven technology companies to integrate artificial intelligence into classified networks. The cohort includes...
NVIDIA China market share collapses to zero, citing US export bans
NVIDIA CEO Jensen Huang confirmed the company’s China AI accelerator market share fell to zero percent. This collapse stems directly from U.S. export...
Pentagon Taps Nvidia, OpenAI, and Big Tech, Modernizing Classified Military Networks
The U.S. Department of Defense (DoD) signed agreements with eight technology leaders to deploy frontier AI on its most secure classified networks. The...