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Nvidia stock jumps 4.3% to close at a record for the first time since Oct., pushing Nvidia's market cap past $5T, as a rally in Intel pushed chipmakers higher
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26 days ago
Intel
Nvidia
Intel stock closes up 23.6%, its best performance since October 1987, as Intel shows signs of renewed growth amid the AI boom; the stock is up 124% YTD
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26 days ago
Intel
AI
Alibaba says its Qwen AI models will be integrated into BYD, Volkswagen, and other cars, letting users buy food and tickets via voice commands on select models
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www.cnbc.com
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27 days ago
Alibaba
AI
As part of the Cohere-Aleph Alpha deal, Aleph Alpha backer Schwarz Group plans to invest $600M in Cohere's Series E, which a source says is set to close in 2026
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www.cnbc.com
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27 days ago
Texas Instruments stock rose 19% on Thursday, its best day since 2000, after upbeat Q2 guidance driven by high demand for analog chips used in AI data centers
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27 days ago
AI
Texas
Intel reports Q1 revenue up 7% YoY to $13.58B, vs. $12.42B est., and forecasts Q2 revenue and adjusted EPS above estimates; INTC jumps 15%+ after hours
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27 days ago
Intel
Microsoft announces its first voluntary retirement program, for staff whose years of employment and age add up to 70+; source: 7% of US employees are eligible
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27 days ago
Microsoft
Sources: Microsoft considered buying Cursor in recent weeks but didn't make an offer; Microsoft has been working to boost GitHub Copilot's popularity
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28 days ago
Microsoft
GitHub
SK Hynix reports Q1 revenue up 198% YoY to ~$35.55B, vs. ~$36.2B est., and operating profit up 405% YoY to ~$25.4B, vs. ~$25.6B est., as memory prices rise
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28 days ago
Kalshi suspends and fines congressional candidates Mark Moran of Virginia, Matt Klein of Minnesota, and Ezekiel Enriquez of Texas for political insider trading
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28 days ago
Virginia
Texas
ServiceNow reports Q1 subscription revenue up 22% YoY to $3.67B, vs. $3.65B est., says conflict in the Middle East weighed on growth; NOW drops 12%+ after hours
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28 days ago
IBM reports Q1 revenue up 9% YoY to $15.92B, vs. $15.62B est., software revenue up 11% to $7.05B, and maintains FY 2026 guidance; IBM drops ~6% after hours
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28 days ago
IBM
LinkedIn names COO Daniel Shapero as its new CEO, succeeding Ryan Roslansky, who will retain his position as EVP at Microsoft
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28 days ago
Microsoft
LinkedIn
Vast Data, which makes software infrastructure for managing large amounts of data with a focus on AI applications, raised a $1B Series F at a $30B valuation
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28 days ago
AI
Polymarket says perpetuals are coming to the platform and lets users sign for early access; it has not specified whether crypto perpetual futures are included
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29 days ago
Trump says his administration had “some very good talks” with Anthropic during a WH meeting last week and “it's possible” there will be a deal with DOD
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29 days ago
Trump
Amazon agrees to invest up to $25B in Anthropic, on top of the $8B that it has already invested; Anthropic commits to spend $100B+ on AWS over the next 10 years
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30 days ago
Amazon
Cerebras files to go public on Nasdaq and reports $510M in 2025 revenue, up 76% YoY, with a net income of $87.9M, up from a $485M net loss in 2024
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2026-4-18
Charles Schwab unveils its long-awaited crypto investing product, Schwab Crypto, with a 0.75% fee on trades and plans to launch in the coming weeks
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2026-4-17
Anthropic says Opus 4.7 is “less broadly capable” than Claude Mythos Preview and that its “cyber capabilities are not as advanced” as those of Mythos Preview
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2026-4-17
Anthropic secures new London office space for 800 people, days after OpenAI unveiled its first London office; Anthropic currently has 200+ London staff
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2026-4-16
London
TSMC reports Q1 revenue up 35.1% YoY to ~$35B, net income up 58.3% YoY to ~$18B, both above est., and says 7nm or smaller chips were ~74% of its wafer revenue
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2026-4-16
ASML reports Q1 net sales of €8.8B, vs. €8.5B est., and €2.8B net profit, vs. €2.5B est., and raises 2026 net sales forecast to €36B-€40B from €34B-€39B
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2026-4-15
Meta and Broadcom announce an expanded partnership to co-develop multiple generations of Meta's MTIA chips; Broadcom CEO Hock Tan plans to leave Meta's board
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2026-4-15
Nvidia stock rose 18%+ over the past ten days, its longest winning streak since 2023; Jensen Huang said in March that Nvidia has $1T of GPU orders through 2027
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2026-4-15
Nvidia
Oracle expands its partnership with fuel cell maker Bloom to procure up to 2.8 GW of capacity, after receiving a warrant to purchase $400M of Bloom stock
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2026-4-14
Oracle
Internal memo: OpenAI Chief Revenue Officer Denise Dresser says the Microsoft deal “limited our ability” to reach clients on Bedrock and touts its Amazon deal
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2026-4-13
Amazon
Microsoft
OpenAI plans to open its first permanent London office with a 500+ staff capacity; in February, OpenAI said it would make London its largest non-US research hub
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2026-4-13
London
Takeaways from HumanX, one of the AI industry's main events: Claude Code dominated the conversation, while some execs noted China's lead in open-weight models
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2026-4-12
China
AI
Sources: a week before Mythos release, JD Vance and Scott Bessent questioned Amodei, Altman, and others about AI model security and responding to cyber attacks
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www.cnbc.com
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2026-4-11
AI
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