Palantir Q1 2026: Revenue Surges 85%, U.S. AI Demand Doubles
Palantir smashes Q1 2026 estimates with $1.63B revenue (+85% YoY), $0.33 EPS beat, U.S. revenue up 104%, and FY 2026 guidance raised to $7.66B.
AI stocks
Inside OpenAI’s Record $122B Fundraise and the Road to an IPO
OpenAI closed a record $122 billion funding round in March 2026 at an $852B valuation. Here’s what the deal structure, PBC conversion, and Microsoft renegotiation mean for capital markets.
Nvidia Tops $5 Trillion as AI Chips Power Record Sector Rally
Nvidia reclaims $5 trillion as Intel’s Q1 blowout triggers a historic semiconductor sweep — AMD and Arm Holdings post double-digit gains on the same day.
The AI Pivot Trade: What Allbirds’ 580% Surge Tells Us About 2026
Allbirds’ +580% surge after rebranding as ‘NewBird AI’ echoes the blockchain pivot playbook. Here’s what history says about companies that abandon their core business for the hottest trend.
Microsoft Falls 20% in 2026: What’s Behind the Selloff
Microsoft has shed more than 20% of its value in 2026. Here’s what’s driving the selloff — and what bulls and bears are watching next.
Credo Technology: The AI Chip Stock Outrunning Nvidia in 2026
CRDO surged 11% on April 14 as Jefferies initiated coverage and AI data center demand drove triple-digit revenue growth — here’s what’s behind the rally.
TSMC Q1 2026 Earnings: Reading the AI Chip Demand Signal
TSMC reports Q1 2026 results on April 16. Revenue trends, CoWoS capacity, and HPC guidance will reveal the true health of AI infrastructure spending.
Super Micro’s Co-Founder Indicted. Again, Governance Is the Risk.
Super Micro Computer launches an independent investigation after its co-founder is indicted. A look at SMCI’s governance track record and what it means for investors.
Goldman Says Buy Tech. The Worst 50-Year Stretch Just Became an Opportunity.
Tech stocks are having their worst stretch of performance relative to the broader market in half a century. Goldman Sachs says that’s exactly why you should be paying attention.
DeepSeek AI Shockwave: How a Chinese Startup Wiped $600 Billion from Nvidia and Transformed AI Market Dynamics in January 2025
DeepSeek AI Shockwave: How a Chinese Startup Wiped $600 Bill — get a data-driven breakdown of what’s moving markets and which signals matter for invest…