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AI capex added 2.5% to 2026 U.S. GDP and was 75% of Q1 economic growth. Why the boom cannot be stopped, the "token factory" phase, and how dollars trickle down to the IA13 cohort.

Amazon opens its entire logistics network — freight, fulfillment, parcel — to every business. AMZN hits 52-week high. FedEx, UPS, GXO, Forward Air collapse on the news. Why AGI accelerates "Winners Take Most."

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.

The Supreme Court let Epic’s App Store win move forward on May 6, 2026. Here is what the Apple ruling means for developers and AAPL investors.

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.

Micron stock surged 11% on May 5 and nearly 70% in a month. A sourced MU stock analysis on AI memory demand, valuation risk and what investors should do next.

AMD Q1 2026 earnings analysis: revenue $10.3B, EPS $1.37, Data Center +57%, record free cash flow and Q2 guide of $11.2B.

Broadcom stock analysis after Google, Anthropic and Meta AI chip deals. Q1 revenue $19.3B, AI revenue $8.4B, Q2 guide $22B, and the June 3 earnings test.