April 12, 2026
“Zhipu shares surged after revenue more than doubled in its first earnings report. Losses widened as the firm ramped up AI research spending. Zhipu AI CEO reportedly said that the company was accelerating use of domestic Chinese chips to meet… Continue Reading…
April 12, 2026
“Sakura Internet shares jumped after Microsoft announced an AI partnership in Japan. Microsoft pledged $10 billion to build AI infrastructure and train workers. SoftBank and Sakura partnered to provide AI computing capacity in Japan…” https://www.cnbc.com/2026/04/03/sakura-internet-microsoft-ai-japan-softbank-investment.html
April 12, 2026
“In late March and early April 2026, reports emerged that Intel is in advanced talks with Google and Amazon to provide advanced AI chip packaging using its EMIB and EMIB-T technologies, with production preparations underway at its Rio Rancho, New… Continue Reading…
April 7, 2026
https://finance.yahoo.com/news/nvidia-just-sold-stake-applied-204000170.html The article buried the lead. It’s here for those who got time. I consider articles like this useless This is the first and only article with a buried lead I’ll ever link to.
February 21, 2026
“…Hong Kong-listed Zhipu AI — that trades as Knowledge Atlas Technology — surged nearly 30% to close at 405 Hong Kong dollars ($51.8), according to LSEG data, after releasing its GLM-5, an open-source large-language model with enhanced coding capabilities and long-running agent… Continue Reading…
February 19, 2026
“… …” https://finance.yahoo.com/news/2-undervalued-ai-stocks-buy-093200646.html Side note: When I share these articles that doesn’t mean I agree or disagree with with these people are saying. My opinion is neutral unless I say otherwise.
February 17, 2026
“…The contract chipmaker for Nvidia Corp. reported a 37% rise in January revenue to NT$401.3 billion ($12.7 billion), above the 30% revenue growth TSMC expects for the full year. The year-ago comparison, however, may have been affected by the Lunar… Continue Reading…
February 17, 2026
“…The move likely has to do with the AI buildout migrating from the training stage to deploying more infrastructure for inference, which is essentially the use of AI models in everyday tasks. That appears to have reignited demand for traditional DRAM,… Continue Reading…
February 11, 2026
“…TSMC, as it is also known, has seen its stock price jump 72% since the start of 2025, as of this writing, and is climbing further on stellar fourth-quarter earnings results in January… In fact, management raised its five-year compound… Continue Reading…
February 11, 2026
“Cipher Mining saw its share prices jump by 13.71 percent on Tuesday to finish at $18.75 apiece as investors poured funds in high-performance computing (HPC) operators, with sentiment bolstered by Nvidia Corp.’s ramped up investments in the sector… In other… Continue Reading…
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