July 6, 2026
“…The company expanded its strategic partnership with tech giant Oracle (NYSE: ORCL) last month to support the rapid build-out of its AI and cloud computing infrastructure… The company delivered a fully operational fuel cell system to Oracle in just 55 days last… Continue Reading…
July 6, 2026
“…The stock has been broadly flat over the past month, with a 0.0% 30 day return, but its 22.3% return over the last year and very large 5 year gain of about 3x keep it on many investors’ radars… Bringing… Continue Reading…
June 25, 2026
“Texas Instruments beat on earnings and revenue in its first-quarter report. The company also gave upbeat guidance due to high demand for its analog chips that are crucial for the AI data center buildout. The stock is on pace for… Continue Reading…
June 24, 2026
“Alphabet shares climbed on Thursday, while Meta’s stock sank, as investors digested their ballooning AI spending plans. The Alphabet rally pushed Google to its best month since 2004, the year the company went public. Unlike hyperscalers Alphabet, Microsoft and Amazon,… Continue Reading…
June 23, 2026
“… https://www.cnbc.com/2026/04/30/reddit-rddt-q1-2026-earnings-report.html
June 18, 2026
“Six months ago, it was trading around $580. Today, it’s closer to $1,150. That’s more than a 90% jump. A $10,000 investment would now be worth above $19,000… The stock is no longer cheap. A lot of the optimism is… Continue Reading…
June 18, 2026
“…Technically speaking, MaxLinear simply reported Q1 2026 results last night. Revenues rose 43% year-over-year to $137.2 million, adjusted earnings increased from $0.19 to $0.22 per diluted share, and both figures edged out analyst estimates by a solid (but not game-changing)… Continue Reading…
June 12, 2026
“Samsung SDS shares surged after KKR agreed to buy $820 million in convertible bonds. The deal backed Samsung SDS’ push into AI infrastructure and overseas expansion. KKR took an advisory role on strategy, including acquisitions and capital allocation…” https://www.cnbc.com/2026/04/15/samsung-sds-kkr-820m-ai-investment-shares-surge-convertible-bonds-expansion.html
June 12, 2026
“Snap rose after announcing plans to lay off around 16% of its workforce. CEO Evan Spiegel said AI advancements are helping staff work faster and reduce “repetitive work.” The company expects to reduce its yearly expenses by over $500 million… Continue Reading…
Stocks
“Qualcomm shares soar 16% on CEO comments about China orders, hyperscaler customer”
June 24, 2026
“Qualcomm shares surged as CEO Cristiano Amon said that it would begin shipping data center chips to “a large hyperscaler” within the calendar year. The stock initially sank after the chipmaker reported second-quarter earnings that topped Wall Street estimates but… Continue Reading…
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