20 May 2026
Nvidia Outlook Set to Test Samsung, SK Hynix Chip Rally
The key question is whether Nvidia’s first-quarter earnings and second-quarter guidance will be strong enough to justify the recent rally in semiconductor stocks. Expectations for HBM4 shipments from Samsung Electronics and SK Hynix could grow depending on Nvidia’s HBM demand and the revenue outlook for the Blackwell and Vera Rubin platforms. Risks including China export restrictions,…
@bloomingbit_io
2026
20 May 2026
The sea change in defence tech
Warships are expensive, slow to build, and difficult to replace. At the same time, navies are being pushed to patrol larger areas, protect undersea infrastructure, and respond to the growing use of drones and autonomous systems at sea — especially given current geopolitical events in the Middle East and beyond.
Paul Sawers
2026
19 May 2026
Demis Hassabis said this might be the ‘foothills of the singularity.’ What?
After a couple of hours of apps and itineraries, Google’s big AI presentation turned philosophical.
Stevie Bonifield
2026
19 May 2026
Sam Altman vs. Elon Musk: OpenAI CEO Claims Legal Victory Over Tesla Billionaire—but Whose Property Portfolio Is the Real Winner?
ChatGPT creator Sam Altman has claimed a courtroom victory against his OpenAI co-founder Elon Musk after a federal jury in California threw out a lawsuit in which the Tesla founder claimed that the artificial intelligence company had violated an agreement to operate solely as a nonprofit.
Charlie Lankston
2026
19 May 2026
Elon Musk said Sam Altman "stole" a non-profit — but the trial showed he had similar aims
The jury’s speedy decision to reject Elon Musk’s lawsuit against the other founders of OpenAI and Microsoft confirmed what we saw in the courtroom: Musk’s case was a weak one, in part because he waited so long to file it.
Tim Fernholz
2026
19 May 2026
‘Big Short’ investor Michael Burry warns of similarities between AI boom and dot-com bubble
Famed investor Michael Burry is warning that the current rush to pour billions of dollars into artificial intelligence bears eerie similarities to the dot-com bubble of the early 2000s.
@nypost, Thomas Barrabi
2026
19 May 2026
Meta shifts 7,000 workers into AI roles as layoffs, manager cuts loom
Meta is preparing a sweeping workforce overhaul tied to its aggressive artificial intelligence push, including plans to move thousands of employees into AI-focused roles while cutting managers and laying off workers this week.
@foxbusiness, Bradford Betz
2026
19 May 2026
NextEra Will Buy Dominion Energy in Largest-Ever Electric Utility Deal
Florida-headquartered NextEra Energy, one of the largest U.S. power utilities, is set to buy Virginia-based Dominion Energy in an all-stock deal valued at about $67 billion.
@POWERmagazine, Darrell Proctor
2026
15 May 2026
Jim Cramer Says Buy 2 Artificial Intelligence (AI) Stocks Down 24% and 46% Before They Soar
Meta Platforms ( META 1.36% ) stock is down 24% from its high, primarily because the market is concerned about the company's aggressive investments in artificial intelligence (AI). And Shopify ( SHOP 1.35% ) stock is down 46% from its high, mostly because the company gave soft guidance during its latest financial report. Nevertheless, CNBC's Jim Cramer -- a former hedge fund manager who earned…
Trevor Jennewine
2026
