Elon Musk began SpaceX's IPO roadshow on June 4, 2026, seeking up to $86 billion in proceeds at a proposed valuation of $1.78 trillion. The offering represents a critical test of investor appetite for…
Eightco Holdings disclosed a portfolio valued at approximately $437 million, including a $90 million indirect stake in OpenAI, $142 million in cash and stablecoins, and 283.5 million Worldcoin tokens …
Charles Schwab dedicated a significant portion of its May 14 investor day to detailing its use of artificial intelligence to scale personalized service and client acquisition. CEO Rick Wurster stated …
Twilio reported Q1 CY2026 revenue of $1.41 billion, up 20% year over year, and adjusted EPS of $1.50, beating analyst estimates. Operating margin rose to 7.7% from 2% a year earlier, while net revenue…
Micron Technology is emerging as a frontrunner in the AI-driven memory supercycle, with surging demand for its DRAM and HBM products driving record revenue and margin expansion. Strategic customer agr…
Amkor Technology (AMKR) trades at roughly 2.35 times forward revenue while delivering 27.5% year-over-year growth, positioning the semiconductor packaging firm as a potential chokepoint in the AI supp…
Chinese AI startup DeepSeek is raising approximately $7.39 billion in its first external funding round, a deal that could value the company between $52 billion and $59 billion. The funding figures, re…
ChatGPT surpassed 1 billion monthly active users in roughly three years after launch, making it the fastest app in history to reach that milestone, according to market-intelligence firm Sensor Tower a…
The Invesco Dorsey Wright Technology Momentum ETF (PTF) returned over 93% in the past year and 871% over the past decade, driven by a 91% technology sector allocation concentrated in AI beneficiaries.…
Seeking Alpha published an investment note on May 30, 2026, framing Nvidia as a "Quality Growth" stock with Q1 FY2027 revenue of $81.6 billion and a market capitalization of $5.19 trillion. The note i…
Vertiv Holdings reported Q1 2026 revenue of $2.65 billion, a 30.1% year-over-year increase, with Americas revenue surging 53% driven by strong AI data center demand. The company's operating leverage a…
Super Micro Computer (SMCI) shares surged 11.67% to $46.12 on May 29, 2026, on volume of over 62 million shares, driven by strong AI demand and a company announcement that its collaboration with Taiwa…
AllianceBernstein published a note advising investors that AI ethics issues, including bias, data integrity, and privacy, create material risks for consumers, companies, and shareholders. The firm war…
Dell Technologies reported an 88% revenue surge in its first quarter, beating estimates by 22%, driven by a 256% increase in its AI server backlog to $51.3 billion. Gross margins contracted to 17.7% d…
KIDZ AI amended its $500 million secured convertible financing facility to expand permitted uses to acquisitions, strategic investments, partnerships, working capital, infrastructure development, and …
Enphase Energy announced the IQ Solid-State Transformer (IQ SST) for AI data centers on April 28, 2026, targeting 98.5% efficiency and 99.999% availability through a distributed 342-module rack archit…
Trane Technologies has entered into a definitive agreement to acquire LiquidStack, a Texas-based data center liquid-cooling specialist, building on a 2023 minority investment. The acquisition brings L…
Nextpower agreed to acquire battery company Prevalon Energy for up to $365 million in cash and stock, marking its entry into battery energy storage systems and AI data center power markets. Prevalon, …
Fabrinet is trading at approximately 19.5x forward earnings with 36% revenue growth and nearly 200% EPS growth, according to a Seeking Alpha analysis. The report sets a 12-month base-case price target…
Advanced Micro Devices, Inc. (AMD) captured a 46.2% share of x86 server CPU revenue in Q1 2026 and doubled its server CPU total addressable market estimate to over $120 billion by 2030, according to S…