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7
MiniMax H1 2026 Revenue Surges 283% YoY to $116.6M as Enterprise API Demand Accelerates
Markets
1
6d ago
7
MiniMax H1 2026 Revenue Surges 283% YoY to $116.6M as Enterprise API Demand Accelerates
Markets
· 1 src · 6d ago
Discuss
6
Research: Fewer Than 25% of S&P 500 Companies Have Deeply Integrated AI Through 2025
Enterprise
1
6d ago
6
Research: Fewer Than 25% of S&P 500 Companies Have Deeply Integrated AI Through 2025
Enterprise
· 1 src · 6d ago
Discuss
9
Nvidia Q2 FY27 Actual Results: $96.2B Revenue Beats $92B Estimate; Q3 Guided at $108B
Updated Aug 27
Markets
12
4d ago
9
Nvidia Q2 FY27 Actual Results: $96.2B Revenue Beats $92B Estimate; Q3 Guided at $108B
Top
Upd Aug 27
Markets
· 12 srcs · 4d ago
Discuss
8
Nvidia Raises AI Chip Prices Up to 17%, Applying Even to Already-Placed Orders for 2027
Updated Aug 26
Markets
9
5d ago
8
Nvidia Raises AI Chip Prices Up to 17%, Applying Even to Already-Placed Orders for 2027
Top
Upd Aug 26
Markets
· 9 srcs · 5d ago
Discuss
7
Salesforce and ServiceNow Deploy Record Buybacks and Messaging to Counter AI Disruption Fears
Markets
1
Aug 21
7
Salesforce and ServiceNow Deploy Record Buybacks and Messaging to Counter AI Disruption Fears
Markets
· 1 src · Aug 21
Discuss
7
SK Hynix Announces $29B Share Buyback to Reassure Investors Amid AI Spending Concerns
Markets
1
Aug 19
7
SK Hynix Announces $29B Share Buyback to Reassure Investors Amid AI Spending Concerns
Markets
· 1 src · Aug 19
Discuss
8
Situational Awareness Hedge Fund Down 67% in July, Sold Anthropic Stake at 20% Discount in Fire Sale
Updated Aug 14
Markets
21
Aug 18
8
Situational Awareness Hedge Fund Down 67% in July, Sold Anthropic Stake at 20% Discount in Fire Sale
Top
Upd Aug 14
Markets
· 21 srcs · Aug 18
Discuss
6
WSJ: Older AI Chips Like Nvidia's A100 Are Finding New Value as CoreWeave Signals Higher Worth
Markets
1
Aug 18
6
WSJ: Older AI Chips Like Nvidia's A100 Are Finding New Value as CoreWeave Signals Higher Worth
Markets
· 1 src · Aug 18
Discuss
7
US Industrial Giants Caterpillar, Cummins, Eaton, and Ford Pivot to Power AI Data Centers
Markets
1
Aug 17
7
US Industrial Giants Caterpillar, Cummins, Eaton, and Ford Pivot to Power AI Data Centers
Markets
· 1 src · Aug 17
Discuss
6
Shadow Market for AI Inference Credits Emerges, With Brokers Reselling Unused Startup Tokens
Markets
1
Aug 16
6
Shadow Market for AI Inference Credits Emerges, With Brokers Reselling Unused Startup Tokens
Markets
· 1 src · Aug 16
Discuss
6
South Korea's Kospi Swings into Bull Market as AI Trade Revives
Markets
2
Aug 13
6
South Korea's Kospi Swings into Bull Market as AI Trade Revives
Markets
· 2 srcs · Aug 13
Discuss
7
Super Micro Q4 Revenue Surges 93% YoY to $11.1B; FY2027 Guidance of $65–72B Crushes Analyst Estimates
Markets
2
Aug 11
7
Super Micro Q4 Revenue Surges 93% YoY to $11.1B; FY2027 Guidance of $65–72B Crushes Analyst Estimates
Top
Markets
· 2 srcs · Aug 11
Discuss
7
Figma Stock Falls 15% as AI Cost Surge Drives Q3 Slowdown Despite Q2 Beat
Markets
1
Aug 7
7
Figma Stock Falls 15% as AI Cost Surge Drives Q3 Slowdown Despite Q2 Beat
Markets
· 1 src · Aug 7
Discuss
7
S&P 500 Firms Report 150–180 Basis Points of Margin Gains from AI in Q2 2026
Markets
1
Aug 7
7
S&P 500 Firms Report 150–180 Basis Points of Margin Gains from AI in Q2 2026
Top
Markets
· 1 src · Aug 7
Discuss
9
Google DeepMind Undergoes Seismic Leadership Overhaul: Hassabis to Chair Role, Kavukcuoglu Takes Operational Command
Updated Aug 12
Markets
30
Aug 12
9
Google DeepMind Undergoes Seismic Leadership Overhaul: Hassabis to Chair Role, Kavukcuoglu Takes Operational Command
Top
Upd Aug 12
Markets
· 30 srcs · Aug 12
Discuss
7
AI Coding Agents Are Challenging Nvidia's CUDA Software Moat as Inference Shifts Market Dynamics
Infra
1
Aug 3
7
AI Coding Agents Are Challenging Nvidia's CUDA Software Moat as Inference Shifts Market Dynamics
Infra
· 1 src · Aug 3
Discuss
7
Google Posts First Cash-Flow Negative Quarter in Years as AI CapEx Overtakes Profits
Markets
1
Aug 1
7
Google Posts First Cash-Flow Negative Quarter in Years as AI CapEx Overtakes Profits
Top
Markets
· 1 src · Aug 1
Discuss
7
SK Hynix Posts Record Q2 Profits But Misses Estimates; Shares Plunge 13%
Markets
3
Jul 29
7
SK Hynix Posts Record Q2 Profits But Misses Estimates; Shares Plunge 13%
Top
Markets
· 3 srcs · Jul 29
Discuss
7
AI Tokens Are Becoming the Kilowatt-Hour of the AI Economy
Markets
1
Jul 28
7
AI Tokens Are Becoming the Kilowatt-Hour of the AI Economy
Markets
· 1 src · Jul 28
Discuss
8
BloombergNEF: U.S. Data Centers to Consume 20% of National Electricity by 2035, Driven by AI Surge
Infra
1
Jul 21
8
BloombergNEF: U.S. Data Centers to Consume 20% of National Electricity by 2035, Driven by AI Surge
Top
Infra
· 1 src · Jul 21
Discuss
7
AI-Generated Listings Are Flooding Etsy, Driving Human Artists and Makers Off the Platform
Creative
1
Jul 21
7
AI-Generated Listings Are Flooding Etsy, Driving Human Artists and Makers Off the Platform
Creative
· 1 src · Jul 21
Discuss
7
IREN Signs $2.8B AI Cloud Contracts; Hut 8 Clinches $9.8B Data Center Deal in Neocloud Surge
Infra
1
Jul 21
7
IREN Signs $2.8B AI Cloud Contracts; Hut 8 Clinches $9.8B Data Center Deal in Neocloud Surge
Infra
· 1 src · Jul 21
Discuss
7
Nvidia Discloses 9.3% Stake in AI Cloud Provider Nebius, Sending Stock Up 15%
Markets
1
Jul 21
7
Nvidia Discloses 9.3% Stake in AI Cloud Provider Nebius, Sending Stock Up 15%
Markets
· 1 src · Jul 21
Discuss
8
Apple Intelligence Approved in China via Alibaba and Baidu Partnerships
Updated Jul 16
Markets
3
Jul 16
8
Apple Intelligence Approved in China via Alibaba and Baidu Partnerships
Top
Upd Jul 16
Markets
· 3 srcs · Jul 16
Discuss
8
IBM Shock Revenue Warning Confirms AI Infrastructure Boom Is Cannibalizing Software Budgets
Markets
2
Jul 14
8
IBM Shock Revenue Warning Confirms AI Infrastructure Boom Is Cannibalizing Software Budgets
Top
Markets
· 2 srcs · Jul 14
Discuss
8
Meta Launches Muse Spark 1.1 at Industry-Low Prices and Plans AI Data Center Rental to Rival AWS
Updated Jul 13
Markets
13
Jul 10
8
Meta Launches Muse Spark 1.1 at Industry-Low Prices and Plans AI Data Center Rental to Rival AWS
Top
Upd Jul 13
Markets
· 13 srcs · Jul 10
Discuss
7
Nvidia Stock Slides 15% From Peak as GPU Compute Prices Fall and DRAM Becomes AI's New Bottleneck
Markets
1
Jul 9
7
Nvidia Stock Slides 15% From Peak as GPU Compute Prices Fall and DRAM Becomes AI's New Bottleneck
Markets
· 1 src · Jul 9
Discuss
7
Starbucks Building AI Tools to Replace IBM, Microsoft and Oracle Software — Vendor Stocks Slide 3–4%
Enterprise
1
Jul 9
7
Starbucks Building AI Tools to Replace IBM, Microsoft and Oracle Software — Vendor Stocks Slide 3–4%
Top
Enterprise
· 1 src · Jul 9
Discuss
7
AI Revenue Exceeds Depreciation Costs for Second Consecutive Quarter as $725B Tech Capex Boom Tests Economic Sustainability
Markets
1
Jun 25
7
AI Revenue Exceeds Depreciation Costs for Second Consecutive Quarter as $725B Tech Capex Boom Tests Economic Sustainability
Markets
· 1 src · Jun 25
Discuss
6
Fed Chair Warsh's Hawkish Shift Threatens AI's $140B Debt-Fueled Investment Boom
Markets
1
Jun 21
6
Fed Chair Warsh's Hawkish Shift Threatens AI's $140B Debt-Fueled Investment Boom
Markets
· 1 src · Jun 21
Discuss
7
Yann LeCun Calls xAI a 'Failure' and Warns AI Labs Face a 'Big Bubble Explosion'
Markets
1
Jun 19
7
Yann LeCun Calls xAI a 'Failure' and Warns AI Labs Face a 'Big Bubble Explosion'
Top
Markets
· 1 src · Jun 19
Discuss
6
Survey: 60% of US Consumers Find 'AI' Brand Messaging Off-Putting as Digital Trust Erodes
Research
2
Jun 16
6
Survey: 60% of US Consumers Find 'AI' Brand Messaging Off-Putting as Digital Trust Erodes
Research
· 2 srcs · Jun 16
Discuss
9
US Government Orders Anthropic to Shut Down Claude Fable and Mythos Over National Security Concerns
Updated Jun 22
Policy
56
Jun 23
9
US Government Orders Anthropic to Shut Down Claude Fable and Mythos Over National Security Concerns
Top
Upd Jun 22
Policy
· 56 srcs · Jun 23
Discuss
9
SpaceX IPO: Shares Surge 19% on Day One, Valuation Rockets to $2.7T Passing Amazon, Musk Becomes First Trillionaire
Updated Jun 17
Markets
6
Jun 20
9
SpaceX IPO: Shares Surge 19% on Day One, Valuation Rockets to $2.7T Passing Amazon, Musk Becomes First Trillionaire
Top
Upd Jun 17
Markets
· 6 srcs · Jun 20
Discuss
8
Oracle Stock Sinks 20% in Five Days as $70B Forward Spending Plan, -$23.7B Free Cash Flow, and OpenAI-Concentrated $638B RPO Alarm Investors
Updated Jul 21
Markets
6
Jun 12
8
Oracle Stock Sinks 20% in Five Days as $70B Forward Spending Plan, -$23.7B Free Cash Flow, and OpenAI-Concentrated $638B RPO Alarm Investors
Top
Upd Jul 21
Markets
· 6 srcs · Jun 12
Discuss
7
Fermi Stock Surges 26% on Reports OpenAI Is Evaluating Massive AI Power Campus Deal
Markets
1
Jun 10
7
Fermi Stock Surges 26% on Reports OpenAI Is Evaluating Massive AI Power Campus Deal
Top
Markets
· 1 src · Jun 10
Discuss
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