Nvidia Just Printed the Biggest Quarter in Tech History. Nobody Blinked.
Nvidia printed $96.2 billion in quarterly revenue — the largest single quarter in tech history — while OpenAI hit $40B in annualized revenue and the Fed held rates steady with three hawks pushing for hikes.
Anthropic Cracks the Code on AI Profits — and the Race to Wall Street Is On
Anthropic posted the first profitable quarter ever recorded by a frontier AI lab, NVIDIA locked in $500 billion in Wall Street financing for AI infrastructure, and Palantir's revenue surged 93% — here's what it all means for investors.
AI Takes to Orbit — And the Chip Bill Just Hit $725 Billion
SpaceX and NVIDIA announced an orbital AI data center partnership, hyperscaler capex hit $725 billion, chip sales doubled year-over-year, and a cooling jobs report sent tech stocks surging — here's what it means for AI investors.
Palantir Posted 93% Growth. Amazon Is Spending $220 Billion. The AI Trade Is Accelerating — Not Slowing.
Palantir posted 93% revenue growth and a Rule of 40 score of 155, Amazon raised its AI capex to $220 billion, and global chip sales hit their 15th straight monthly record — the AI trade is accelerating, not slowing.
Google's Cloud Arm Just Grew 82%. The Market Punished It Anyway.
Google Cloud grew 82% in Q2 2026, Databricks hit a $188 billion private valuation, and Big Tech locked in $725 billion in AI capex — here's what it all means for your portfolio.
TSMC Just Printed a 77% Profit Jump — And the Chip Market Still Sold Off
The $1 Trillion AI IPO Wave Is Just Getting Started
The AI IPO Summer: $965B Valuations, a Record Deal, and a Wall Street Reality Check
Broadcom grew AI revenue 143% and still fell 15%. Here's what that tells you. ⚡
SpaceX Goes Public, Anthropic Files for IPO, and TSMC Prints a Record — The AI Money Is Moving Fast
SpaceX debuted at $1.77T, Anthropic filed for IPO, and TSMC just hit a monthly record. 🚀
The Biggest IPO Week in History — And a Chip Giant's Stumble
SpaceX. Anthropic. Broadcom. The AI market just shifted — here's what it means.
The AI Boom Is Coming to Main Street
SpaceX filed an $80B IPO. OpenAI is targeting $1 trillion by September. The AI boom is coming to public markets — here's what that means for you.
The Chip Index Is Up 66% This Year. Is Anyone Paying Attention?
The S&P 500 is up 4% this year. The chip index is up 66%. That gap is the signal most investors are missing.
The Most Important Week for AI Stocks in 2026 Starts Monday
April was AI's best month in years. Earnings week starts Monday. Here's what AMD and Palantir will tell us about what comes next.
The Comeback Nobody Saw Coming
AI stocks are up 14% in April. Three weeks ago we said the gap between prices and fundamentals was the signal. Here's what happened.
AI Is Adopting Faster Than the Internet Did. Here's What That Means.
AI adopted faster than the internet. 20% of companies are capturing 75% of the value. Here's how to be in that 20%.
Wall Street Says the AI Trade Is Over. The Data Disagrees.
Wall Street says the AI trade is over. Tech earnings are up 44%. That gap is where the opportunity is.
When the Best Opportunities Look Like Bad News
AI stocks are down. Venture funding just hit an all-time record. Here's why the gap between prices and fundamentals is the signal worth paying attention to.
The AI Race Just Shifted Into a Higher Gear
March 2026 has been the most intense month in AI history. Here's what the $1 trillion order book, three new frontier models, and OpenAI's Sora shutdown mean for investors.
What Jensen Huang Said This Week Changes the Math
The World's Most Important Tech Conference Starts Monday
NVIDIA's GTC conference starts Monday. Here's why it's the most consequential tech event of the year — and three things to watch in Jensen Huang's keynote.