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Samsung Faces Historic Strike, Threatening Global AI Chip Supply
Samsung Electronics began the largest strike in its history on May 21, 2026. The full-scale walkout will last 18 days following the collapse of labor...
NVIDIA Hits Record $81.6B Revenue, Driven by Surging Global AI Demand
NVIDIA reported record first-quarter revenue of $81.6 billion. This represents an 85% increase year-over-year. The results exceeded Wall Street consensus...
NVIDIA eyes blockbuster Q1 earnings, led by Blackwell chip demand
NVIDIA reports fiscal first-quarter 2027 earnings after the market closes on May 20, 2026. The results serve as a primary indicator for the artificial...
Nvidia targets $79 billion revenue, testing the strength of AI boom
Nvidia releases its first-quarter fiscal 2027 financial results after the market closes today, May 20, 2026. Analysts project revenue of approximately $79...
🟢 Tech ETF (VGT) is trading 1.5% up today ahead of NVIDIA’s key earnings report
VGT is trading 1.5% up today as technology shares lead U.S. markets higher ahead of NVIDIA’s highly anticipated earnings report. • Investors are positioning...
NVIDIA Targets $79 Billion Revenue, Bracing for $350 Billion Market Swing
NVIDIA will release its first-quarter fiscal 2027 earnings report on May 20, 2026. Wall Street analysts forecast quarterly revenue of approximately $79...
NVIDIA eyes $79 billion revenue, testing the global AI market boom
NVIDIA reports its fiscal first-quarter 2026 earnings today after the market closes. Wall Street analysts project consensus revenues of approximately $79...
NVIDIA Smashes Q1 Estimates, Driven by Relentless AI Chip Demand
NVIDIA reported first-quarter fiscal 2027 financial results on May 20, 2026, significantly exceeding Wall Street expectations. Revenue surpassed the consensus...
NVIDIA Reports Q1 Earnings, Testing Blackwell Momentum and AI Sector Strength
NVIDIA will release its first-quarter fiscal 2027 earnings on May 20, 2026. The company will publish the report after the market closes. This event serves as a...
Blackstone and Google launch $5B AI venture, expanding global compute power
Blackstone’s AI investment arm, BXN1, partnered with Google to build and operate AI data centers. Blackstone is making an initial $5 billion equity investment...
Blackstone and Google launch AI data center venture, challenging GPU dominance
Blackstone and Google have formed a joint venture to build and operate AI data centers. These facilities will utilize Google’s custom Tensor Processing Units...
Nvidia ships Vera CPUs to OpenAI and Oracle, scaling agentic computing
Nvidia began shipping its new Vera CPU systems to a select group of early enterprise adopters. Initial recipients include AI leaders OpenAI and Anthropic,...
Google Unveils Agentic Gemini AI, Merging Operating Systems for New Googlebooks
Google launched its annual I/O developer conference on May 19, 2026. The keynote introduced next-generation Gemini AI models featuring autonomous agentic...
Anthropic opens Mythos AI threat data, reversing Project Glasswing confidentiality
Anthropic revised its policy for the Mythos cybersecurity model to allow information sharing. Partners can now disclose cyber threats discovered by the...
Nvidia CEO Predicts China Market Reopening, Following Trump Trip
Nvidia CEO Jensen Huang expects China to eventually reopen its market to U.S. chip suppliers. Huang shared these comments at a Dell event following a trip to...
Google Launches I/O 2026, Rebuilding Android 17 and Gemini Around AI
Google opened its annual I/O developer conference on May 19, 2026. The keynote prioritized advancements in AI capabilities and mobile software. A new Gemini...
Applied Materials beats Q2 estimates, forecasting 30% growth on AI demand
Applied Materials (AMAT) reported record revenue of $7.9 billion for Q2 fiscal 2026. Non-GAAP earnings reached $2.86 per share, exceeding Wall Street consensus...
Baidu AI becomes primary revenue source, fueled by 79% cloud growth
Baidu reported Q1 2026 earnings on May 18, marking a strategic shift as AI became its primary revenue source. Core AI revenue reached 13.6 billion yuan,...
Samsung and TSMC Rattle Markets, Facing Strike and Stake Sale
Samsung faces a potential 18-day strike by over 45,000 workers starting May 18, 2026. This labor action threatens the global supply of memory chips for AI data...
🔴 VGT is trading 1.6% down today as rising yields and semiconductor headwinds weigh on tech
VGT is trading 1.6% down today as higher Treasury yields and elevated oil prices weigh on growth and technology stocks, dragging the broader Nasdaq lower. •...