AI & Quantum Computing
Palantir’s Record Quarter Meets a Wall of Worry: Yields, Valuation, and Insider Sales Eclipse a Ukraine Showcase
Palantir delivered its strongest financial quarter ever — revenue up 85% to $1.633 billion, net income surging to $870.5 million,...
AMD’s Product Blitz: Ryzen Pro 9000 and Helios Racks Target a Trillion-Dollar Arena as Earnings Momentum Builds
The battle lines in the AI chip market are being redrawn at AMD. While the stock has nearly doubled since...
Palantir Strikes SAP Deal, But NHS Data Storm Clouds Loom Over Growth Story
The tension between Palantir’s breakneck commercial expansion and the political sensitivity of its government work has rarely been sharper. Just...
Xbox Chief Axes Copilot Plans as Microsoft Pivots From Gaming to Grid-Scale AI
Xbox’s new boss Asha Sharma has pulled the plug on the console’s AI assistant before it ever left the test...
Palantir’s $130 Million IRS Footprint and $32.5 Billion FAA Prize Set the Stage for a Make-or-Break Earnings Report
The data-analytics giant Palantir finds itself at a crossroads where booming government contracts and a punishing stock valuation are pulling...
POET Technologies Rides Marvell Wave into the AI Infrastructure Spotlight
The narrative around artificial intelligence is shifting from raw computing power to the speed at which data moves between processors....
Google’s Chip Alliance Shake-Up Signals a New Phase in the AI Arms Race
Alphabet is rewriting its hardware playbook. The Google parent is in active negotiations with Marvell Technology to co-develop a next-generation...
Palantir’s CEO Loads Up on Shares as Swiss Central Bank Faces Heat Over $1.1 Billion Stake
The tension surrounding Palantir is building from multiple directions at once. While the company’s co-founder and CEO Alexander Karp has...
Amazon’s $200 Billion Infrastructure Gamble Faces Its First Big Test
The numbers are staggering by any measure. Amazon has committed to spending $200 billion on capital expenditures in 2026 alone...
Nvidia’s $5 Trillion Comeback Hinges on Hyperscaler Spending Spree
Nvidia has clawed its way back above the $5 trillion market capitalization threshold for the first time since October, setting...
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