AI and Intelligence

CoreWeave beat Q1 revenue, but CRWV fell as investors weighed $99.4B backlog against debt, capex, interest expense and Nvidia dependency.

AppLovin's Q1 beat reframes APP stock as an AI ad-pricing story, with Axon self-serve access, 85% margins and policy risk now in focus.

Arm's Q4 beat matters, but the bigger ARM stock test is whether AGI CPU demand turns into real data-center silicon revenue without hurting royalties.

AMD stock rallied after Q1 earnings. The next test is whether EPYC, Instinct, Pensando and ROCm can become a durable AI infrastructure stack.

Nvidia stock is rallying into earnings, but OpenAI's MRC networking protocol may be the overlooked clue in NVDA's AI factory and margin story.

Corning and NVIDIA announced a major optical connectivity partnership for AI data centers. Here is why GLW jumped almost 15% on May 6, 2026.

The Pentagon now lists eight companies for classified AI networks. Here is the May 6 read on AWS, Google, Microsoft, NVIDIA, OpenAI, Oracle, Reflection and SpaceX.

Palantir crushed Q1 earnings, but PLTR stock fell as valuation, U.S. commercial expectations, and AI software multiples reset after the report today.

Solana and Google Cloud launched Pay.sh for AI agent payments. Here is how x402, stablecoins and API micropayments could reshape the web.

TECHi research report: the top 20 public AI economy companies moved from $28.09T at 2025 year-end to $30.24T, adding $2.15T in market value.

Claude finance agents and OpenAI enterprise tools are moving into Wall Street analyst workflows. Here is what changes for junior finance roles.

Anthropic's reported $200B Google commitment, Alphabet's $460B cloud backlog, and the market-cap gap with Nvidia explain the No. 1 call.

Tencent has introduced Hy3 preview, the first major model to emerge since the company rebuilt key parts of its pre-training and reinforcement-learning infrastructure earlier this year, making the release as much a sign of internal change as a routine model update. According to briefing materials, Hy3 preview reached pu

Google unveils TPU 8t and TPU 8i with 2.8x price-performance and OpenAI as a new customer. What it means for GOOGL at $332.29 and NVDA at $199.88.

NVDA at $201, TSLA at $400. NVIDIA's 73% data center quarter vs Tesla's Q1 delivery miss, plus a 1-year backtest that beat XLK by 22 points.

Compare the 8 best AI crypto trading bot free tools for 24/7 automated Bitcoin trading in 2026. MoneyFlare, Pionex, Cryptohopper, 3Commas and more.

CoreWeave (CRWV) surges 13% on a multi-year Anthropic Claude AI deal — the second major AI infrastructure contract in 48 hours.

The 5 best free AI trading bots for beginners in 2026 — ranked by automation depth, ease of use, and beginner-friendliness across crypto and stocks.

Step-by-step tutorial on creating AI actors for explainer videos using Dreamina Seedance 2.0. Prompts, settings and export tips included.

Iran's IRGC named 18 tech companies as military targets including Apple, Google, NVIDIA, and Tesla. Analysis of data center strikes, Stargate threat,…

OpenAI has asked state attorneys general to investigate Elon Musk for alleged anti-competitive behavior against xAI. Full details inside.

Nvidia paid $20B to license Groq LPU inference tech and hire its team. Full breakdown of the deal structure, Groq 3 chip specs, Senate antitrust…

Microsoft turned $13 billion into a $228 billion OpenAI stake — a 17.6x return. Full breakdown of the deal that reshaped AI investing.

Google TurboQuant cuts AI memory 6x and boosts inference 8x. Micron down 24%, SK Hynix filing $14B US IPO. Morgan Stanley and BofA call it a buying…