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Sources: Huawei expects AI chip revenue to hit ~$12B in 2026, up 60% from $7.5B in 2025, as orders for its Ascend 950PR chip surge and Nvidia stalls in China (Zijing Wu/Financial Times)

Sources: Huawei expects AI chip revenue to hit ~$1...

3 months ago 30 Add to circle

Musk v. Altman: OpenAI lawyers claim Shivon Zilis, a longtime Musk employee and mother to four of his children, acted as a covert liaison between him and OpenAI (Wired)

Musk v. Altman: OpenAI lawyers claim Shivon Zilis,...

3 months ago 24 Add to circle

The persistent notion that AI disruption could create a permanent underclass signals how much collateral damage AI companies might tolerate in pursuit of AGI (Jasmine Sun/New York Times)

The persistent notion that AI disruption could cre...

3 months ago 25 Add to circle

Sens. Kirsten Gillibrand and Dave McCormick introduce a bill banning members of the legislative and executive branches from trading on prediction markets (Jason Beeferman/Politico)

Sens. Kirsten Gillibrand and Dave McCormick introd...

3 months ago 28 Add to circle

Apple forecasts Q3 revenue above estimates and reports Q2 results above projections in China but below expectations in the Americas and Europe regions (Mark Gurman/Bloomberg)

Apple forecasts Q3 revenue above estimates and rep...

3 months ago 28 Add to circle

Intel shares jumped 114% in April, hitting a record on April 24 and lifting its market cap past $470B, closing out the chipmaker's best month on record (Katie Tarasov/CNBC)

Intel shares jumped 114% in April, hitting a recor...

3 months ago 27 Add to circle

Western Digital reports Q3 revenue up 45% YoY to $3.34B, vs. $3.25B est., and forecasts Q4 revenue above estimates; WDC drops 7%+ after hours (Anhata Rooprai/Reuters)

Western Digital reports Q3 revenue up 45% YoY to $...

3 months ago 26 Add to circle

Sandisk reports Q3 revenue up 251% YoY to $5.95B, vs. $4.72B est., consumer revenue below est., and forecasts Q4 revenue above est.; SNDK drops 5%+ after hours (Britney Nguyen/MarketWatch)

Sandisk reports Q3 revenue up 251% YoY to $5.95B, ...

3 months ago 26 Add to circle

The US Senate unanimously passed a rule barring senators from trading on prediction markets like Kalshi and Polymarket, amid rising concern over insider trading (Dan Mangan/CNBC)

The US Senate unanimously passed a rule barring se...

3 months ago 30 Add to circle

Alphabet's stock climbed 10% on Thursday and 34% in April, its best month since 2004; Meta's stock plunged 8.5% on Thursday, its steepest drop since October (Annie Palmer/CNBC)

Alphabet's stock climbed 10% on Thursday and 34% i...

3 months ago 23 Add to circle

Sources: Meta HR chief Janelle Gale told employees she can't rule out further layoffs; Zuckerberg said AI automation is not the driving factor behind them (Business Insider)

Sources: Meta HR chief Janelle Gale told employees...

3 months ago 26 Add to circle

Twilio reports Q1 revenue up 20% YoY to $1.41B, vs. $1.34B est., and forecasts Q2 revenue above estimates; TWLO jumps 17%+ after hours (Reinhardt Krause/Investor's Business ...)

Twilio reports Q1 revenue up 20% YoY to $1.41B, vs...

3 months ago 29 Add to circle

Atlassian reports Q3 revenue up 32% YoY to $1.79B, vs. $1.69B est., and raises its annual revenue forecast; TEAM jumps 17%+ after hours (Anhata Rooprai/Reuters)

Atlassian reports Q3 revenue up 32% YoY to $1.79B,...

3 months ago 27 Add to circle

Tim Cook says iPhone sales, which slightly missed Q2 estimates, were held back by chip supply constraints, as "demand was off the charts" (Reuters)

Tim Cook says iPhone sales, which slightly missed ...

3 months ago 27 Add to circle

Tim Cook says iPhone sales, which slightly missed Q2 estimates, were held back by chip supply constraints, as "demand was off the charts" (Reuters)

Tim Cook says iPhone sales, which slightly missed ...

3 months ago 20 Add to circle

Apple reports Q2 revenue from Services, which includes the App Store, Apple TV, Apple Music, and more, grew 16.3% YoY to $30.98B, beating estimates of $30.4B (Todd Spangler/Variety)

Apple reports Q2 revenue from Services, which incl...

3 months ago 30 Add to circle

Apple Q2: iPhone up 22% YoY to $56.99B, vs. $57.21B est., Mac up 6% to $8.4B, iPad up 8% to $6.91B, and Wearables, Home, and Accessories up 5% to $7.9B (Jennifer Elias/CNBC)

Apple Q2: iPhone up 22% YoY to $56.99B, vs. $57.21...

3 months ago 25 Add to circle

Apple reports Q2 revenue up 17% YoY to $111.18B, vs. $109.66B est., net income up 19% to $29.6B, and EPS up 22% to $2.01, above $1.95 est. (Apple)

Apple reports Q2 revenue up 17% YoY to $111.18B, v...

3 months ago 24 Add to circle