#Artificial Intelligence

M&A advisory explained - what advisors do across due diligence, valuation, negotiation and post-merger integration, and how AI is reshaping deals in 2026.

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.

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.

Xbox flash sales are now an AI-era trust test. TECHi explains gift card security, code scams, phishing risk, region checks, and safer digital game buying.

Free Fire characters are more than cosmetics. TECHi explains how abilities, AI-era personalization, FF Diamond top-ups, and smart spending shape mobile game strategy.

NVIDIA's AI GPUs need more HBM, DRAM and storage. Micron is feeding that demand, and its Q2 numbers show why MU has become an AI profit pool.

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."

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.

Palantir Q1 2026: Revenue $1.63B (beat $1.54B est), Adj EPS $0.33 (beat $0.24), US Commercial +130% YoY, FY26 guide $7.64B. We explain the numbers — and why PLTR is only up 2%.

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.

Palantir wins a $300M BPA from USDA to build 'One Farmer, One File.' Here's the deal, the politics, and what it means for PLTR at $145.97.

Apple names John Ternus next CEO, Sept 1, 2026. Tim Cook becomes Executive Chairman. What it means for AAPL and the hardware roadmap.

Marvell Technology (MRVL) closed Monday at $147.84, up 5.8% on Google AI chip talks. 84% YTD rally, Nvidia $2B deal, seven analyst upgrades.

Tesla reports Wednesday 5:30 PM ET. $400 close, 358K deliveries, 50K inventory overhang, robotaxi in three cities. What actually moves the stock.

Iran reclosed Hormuz and the US seized Iran-flagged Touska. Oil near $88. Here is what it actually does to Apple, NVIDIA, Microsoft, and the AI tape.

GE Vernova and Vertiv both report Q1 earnings Wednesday — the cleanest same-day read on the AI capex cycle. Pair-trade logic, risks, and what to watch.

Apple closed Friday at $270.23, just shy of $4 trillion. The math, the bull case, the bear case, and what this week's tape could do to the setup.

NVDA at $201.68, up 8.1% YTD. Oil crash + 10-year at 4.26% set up 9-13% multiple expansion into May 20 earnings.