AI and Intelligence

Worldcoin will cut daily WLD unlocks 43% on July 24, 2026. Here is what the scheduled supply change does—and does not—mean for WLD.

TECHi's application to NVIDIA's Inception program was approved on June 13, 2026. What the membership means, how we got here, and what changes for readers.

AI-generated writing is everywhere online. As machine-written text spreads, verification tools and transparency are becoming core digital literacy skills.

AMD stock dropped 6.9% on July 1, erasing $65 billion, after Meta's cloud plan raised questions about the 6GW MI450 deal that powered AMD's 2026 breakout.

AWS raised reserved GPU prices about 20% effective July 1 — the day Meta's cloud plan leaked. What the hike says about Amazon stock, margins and AI scarcity.

Nvidia stock slipped 1.3% while Meta's cloud plan crushed AI renters and Palantir soared on NVIDIA's sovereign-AI pact. What the two signals mean for NVDA.

Palantir stock added about $22 billion on July 1 after an NVIDIA sovereign-AI pact and an Army data-layer win. The disclosed dollars tell a different story.

Nebius lost about $12 billion in market value on July 1 after Bloomberg reported Meta plans to sell AI compute. Inside the $27B contract that repriced.

Qualcomm is buying Chris Lattner's Modular for $3.9B to attack NVIDIA's CUDA moat with a hardware-agnostic AI layer. Why it's the right target, and so hard to crack.

The best enterprise AI security platforms of 2026 - Check Point, Microsoft, Google Cloud, Palo Alto Networks and CrowdStrike - compared by approach and best fit.

Chamath Palihapitiya is taking the CEO job at AI coding startup 8090 Labs on a $135M Series A led by Salesforce Ventures. Why the SPAC-era investor is going operator.

Micron reports fiscal Q3 on June 24. Why Wall Street doubled its price targets on a triple-digit DRAM surge — and what the print must deliver to justify it.

Entegris and KLA jumped as the semiconductor-equipment complex ripped. Why the deepest layer of the AI trade is booming — and the catch after the run.

Apple's Tim Cook calls memory price hikes 'unavoidable' as AI demand spikes NAND and DRAM. Why Sandisk and Micron jumped — and the risk after a huge run.

Vertiv's AI data-center cooling business has a $15B backlog and rising guidance — but VRT trades near $128B and ~48x forward earnings. The bull and bear case.

Cerebras reports its first results as a public company on June 23. The per-share loss matters less than its $24.6B backlog and ~86% UAE revenue mix.

CrowdStrike's 4-for-1 split starts trading July 2. Here's what the split changes, the Q1 beat behind it, and why CRWD still fell about 10%.

Eos Energy (EOSE) jumped ~15% as its second battery line went live and it entered Europe, with Needham starting at Buy. The ramp is real — and so is the cash-burn test.

SpaceX just pulled off the largest IPO ever, and Anthropic ($965B) and OpenAI ($852B) have filed to follow. Inside the AI IPO supercycle — and how to play it.

Nvidia and SK hynix signed a multiyear HBM4 memory pact for Vera Rubin. Why memory is AI's real bottleneck — and what it means for NVDA and Micron (MU).

Google reportedly ordered 3 million TPUs from Intel for 2028 and Nvidia is testing 18A. What the foundry wins mean for INTC stock — and the valuation gap.

Ciena stock shows how AI infrastructure is shifting from chips to bandwidth, with record revenue, a bigger backlog, HyperRail demand, and valuation risk.

Onto Innovation is an AI chip infrastructure stock tied to metrology, inspection, HBM packaging, and gate-all-around process control.

Broadcom's post-earnings drop shows AI demand is still real, but investors now want infrastructure bottlenecks, cash flow, and power access.