Top stories & latest news.

Cerebras may release up to 171.1 million shares from lockup restrictions. Here is what the CBRS supply test means for investors.

Akamai’s Anthropic cloud deal promises $11.6B in revenue but needs $5.5B of capex and a warrant for up to 5%. Here is the shareholder math.

Nvidia and Palantir compared on growth, valuation, margins, targets and risk. See why NVDA currently offers the stronger risk-adjusted setup.

Microsoft rebuilt Copilot around Home, Code and Autopilot. The bigger shift is usage-based billing for persistent AI agents and its MSFT impact.

Apple stock forecast after Beats 360: assess AAPL valuation, Siri AI, iPhone 18 demand, Services growth and scenarios through September 2027.

Costco vs Walmart stock before Costco’s fiscal Q4 earnings: compare valuation, growth, margins, digital momentum and the better risk-adjusted setup.

IONQ stock opened 12.5% higher on Nvidia and error-correction news, then closed up 4.42%. TECHi tests the catalyst against IonQ's valuation.

Meta beat Alphabet by 4.8 percentage points before Connect. TECHi compares META and GOOGL valuation, targets, AI catalysts and risk.

Palantir rallied nearly 4% on FAA AI hopes, but ASI holds the $875 million contract. TECHi maps PLTR's $170, $195 and $225 forecast cases.

A 15-year forecast for AI and humanity, covering jobs, science, war, power and loss-of-control risk through the views of global AI leaders.

AMD crossed $1 trillion and reached Wall Street's central target. TECHi maps the bull, base and bear cases using Q2 growth and the Q3 outlook.

ARM stock jumped 17% to $322.90, above Wall Street's base target. TECHi maps the bull, base and bear cases after the agentic-AI CPU rally.

Grok 4.7 launches at $2/$6 per million tokens with stronger coding scores. TECHi examines whether its step-heavy agent behavior keeps real task costs low.

Claude now leads 26% of Anthropic’s AI R&D and 30,000 agents run concurrently. TECHi examines whether recursive AI has begun and if oversight is keeping pace.

Meta stock surged 11.43% as Muse beat ChatGPT's early app launch. TECHi examines the download data, valuation risk and levels investors should watch.

Bitcoin jumped 6.9% toward $87,000. See what is driving BTC, why a short squeeze matters, and the $84,000 test separating breakout from trap.

Intel stock jumped 11.6% to $121.21. See the INTC forecast, $110-$145 analyst targets, Q3 catalysts, risks and price levels after the rally.

Tesla stock jumped as Powerwall batteries delivered 517 MW to California’s grid. See the TSLA forecast, key levels and valuation impact.

Amazon has blocked Meta’s Muse AI agent from shopping on its store, opening a fight over merchant permission, user consent and control of AI commerce.

Nvidia’s Einride deal extends Hyperion into autonomous trucks. Here’s what it means for NVDA stock, fleet scale and near-term revenue.

Bitcoin briefly crossed $84,000 as shorts were liquidated. Live price, ETF flows and the $82,300 support test show whether the breakout can hold.

The proposed U.S.-China AI incident channel arrives as Asian chip shares rally, but export controls remain the decisive issue for TSMC investors.

Jensen Huang rejects AI-extinction forecasts but backs safety engineering. Nvidia’s stake in faster deployment makes the policy argument more complicated.

Trump says a proposed D.C. arch would house drones, snipers and ammunition. The operating plan, agency and safety controls remain undisclosed.

Amazon Prime settlement refunds now reach up to $200. See who qualifies, when automatic payments begin and how to avoid refund scams.

Tesla reports paid Robotaxi miles, but productive vehicle-hours may reveal whether Cybercab economics can support TSLA’s $1.44 trillion valuation.

Coinbase offers stronger crypto beta, while Robinhood has broader revenue and positive earnings. Here is the better stock as Bitcoin slips.

Compare Microsoft and Amazon stock through cash flow and AI spending. See which company funds its buildout more comfortably and what the figures leave out.

Compare Nvidia and TSMC stock through cash flow, capital spending and shared AI demand. Understand what owning both changes and which risks remain in a portfolio.

Compare AMD and Broadcom stock using reported cash flow, AI exposure, customer concentration and valuation discipline. See which investment thesis fits.

Trump says he is forming an AI Force and will name an AI czar. His announcement leaves its budget, inspection powers and role in AI safety undefined.

Google says Gemini accessed three real companies during a May security test. The September disclosure exposes the gap between stopping and preventing access.

XRP fell 9.3% in 24 hours, more than three times bitcoin's drop, after the Senate blocked the CLARITY Act 49-50. Why the tokens the bill would have defined fell hardest.

OpenAI is in early talks with investors at a $1.2 trillion valuation, the FT reports, 41% above March and three days after Sam Altman shelved the IPO on safety grounds.

Coinbase fell 10% and Circle 11.5% after the Senate blocked the CLARITY Act 49-50. Their filings show stablecoin income runs on rates, and the Fed may hike Wednesday.

Official CPI-W data lock in 3.3% for the 2027 COLA with one month left. September gas prices, up 4.4% on August, now tilt the raise toward 3.6%, not 3.5%.