08 May 2026
Elon Musk 'makes it clear' to Anthropic: We will cancel the SpaceX deal, if your AI tools ...
Elon Musk 's SpaceX stunned many analysts earlier this week when the company announced partnership with Anthropic. AI giant Anthropic PBC has signed an agreement with SpaceX to bolster computing resources and meet surging demand for its Claude AI software.
News Desk
2026
06 May 2026
Oil prices sink and stocks leap worldwide on hopes for a reopening of the Strait of Hormuz
Oil prices sank Wednesday, and stock markets rallied worldwide with hopes that the United States and Iran are nearing a deal to allow ships to deliver crude from the Persian Gulf once again to their customers.
Stan Choe
2026
06 May 2026
A Proposed Billionaire Tax Exposes The Dual-Share Racket: Justin Fox
An underappreciated aspect of the one-time 5% billionaire wealth tax likely to go before California voters in November is that for several of the state’s most prominent billionaires, the rate might be far higher than 5%.
News Desk
2026
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.
News Desk
2026
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.
@globeandmail
2026
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.
Katie Schoolov, Katie Tarasov
2026
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).
Aaron Pressman
2026
05 May 2026
Micron Stock Hits 52-Week High: Time to Book Profit or Buy More?
Micron Technology, Inc. (MU) hit a new 52-week high of $592.77 on May 4, rising 102.7% year to date (YTD) and outperforming peers like AMD, Broadcom, and NVIDIA.
Anirudha Bhagat
2026
04 May 2026
More than just RAM and SSD shortages are keeping Mac supplies low
Supplies of the Mac mini are already constrained. A new report claims that while Apple Silicon chips based on TSMC's 3nm processors will remain in shorter supply than usual, there are reasons to expect the launch of 2nm processor in the next MacBook Pro will improve the situation.
William Gallagher
2026
