06 May 2026
Nvidia, Corning partner on massive optical fiber deal that may be a game changer for AI
Nvidia, the chipmaker at the center of the artificial intelligence boom, is partnering with glassmaker Corning for three new advanced manufacturing facilities in North Carolina and Texas dedicated entirely to optical technologies for the world's most valuable semiconductor company.
06 May 2026
Zacks Investment Ideas feature highlights: Micron Technology and Intel
Micron Technology and Intel shares push record highs amid AI boom, driven by structural demand surge and analyst upgrades.
06 May 2026
OpenAI's AI phone just jumped the line
Good morning, {{ first_name | AI enthusiasts }}. Amid intensifying competition with Anthropic, improved models, and efforts to kill “side hustles,” OpenAI is apparently looking at something closer to home — an AI agent phone. Analyst Ming-Chi Kuo says the company is fast-tracking this device for 2027, with some notable
05 May 2026
OpenAI co-founder says he feared Musk would ‘physically attack’ him
Greg Brockman, a co-founder of OpenAI, testified Tuesday that he feared Elon Musk would "physically attack" him during a heated 2017 meeting where Musk opposed equal equity shares in a proposed for-profit OpenAI arm.
05 May 2026
Even Laying Off 100% of Its Workers Won't Recoup This Company's AI Costs
Meta Platforms (META) has been making headlines for the wrong reasons. Last month, news broke that the company is planning to lay off about 10% of its workers on May 20. And according to Reuters, additional Meta job cuts are possible during the second half of the year.
05 May 2026
AMD forecasts quarterly revenue above expectations, betting on resilient demand for AI chips
AMD forecasts quarterly revenue above expectations, betting on resilient demand for AI chips.
05 May 2026
AMD tops estimates for first quarter as data center revenue jumps 57%
Advanced Micro Devices reported first-quarter earnings Tuesday that topped expectations, while the company's revenue forecast also exceeded estimates as demand soars for chips to power artificial intelligence workloads.
05 May 2026
AMD Reports First Quarter 2026 Financial Results
AMD (NASDAQ:AMD) today announced financial results for the first quarter of 2026. First quarter revenue was $10.3 billion, gross margin was 53%, operating income was $1.5 billion, net income was $1.4 billion and diluted earnings per share was $0.84.
05 May 2026
There’s a big new AI startup in town. Meet Blitzy and its Boston investors.
Elliott was a former Army Ranger and startup veteran before entering HBS, where he became friends with Pardeshi, who had spent seven years at AI chip pioneer Nvidia helping invent new ways to use generative AI technology (he holds more than 25 patents).
