Samsung’s stock has more than quadrupled in a year. The KOSPI broke 7,000 for the first time. Two Korean chipmakers now account for 42% of the index. The supercycle that built this rally is, by Samsung’s own forecast, not yet at its peak. There is a pa…
Duolingo beat every Wall Street estimate for the first quarter of 2026. Revenue rose 27 per cent year on year to 292 million dollars. Earnings per share came in at 89 cents against expectations of 76 cents. Daily active users grew 21 per cent to 56.5 m…
Three months after a $30bn multi-currency raise, Google’s parent is back. The euro tranches expand one of the most active corporate borrowing programmes of the AI cycle. Three months after raising more than $30bn in a multi-currency global debt issue, …
Blackstone Digital Infrastructure Trust will list on the NYSE under BXDC, targeting newly built data centres leased to hyperscalers. It is the most direct way Wall Street has yet packaged the AI build-out for public investors. For most of the past 18 m…
After a 30% year-to-date drawdown, Monday’s Q1 results are Palantir’s first chance to argue, not assume, that it does not belong in the broader AI software multiple compression. Until two weeks ago, Palantir was, by some measures, the best-performing l…
Three days after suggesting it might target up to $4bn at $40bn, the AI chipmaker has marketed 28 million shares at $115-$125 each, lining the deal up with its February private valuation rather than above it. Cerebras Systems was preparing to seek up t…
Amazon reported first-quarter 2026 net sales of $181.5 billion, a 17 per cent increase year on year that exceeded analyst estimates by more than $4 billion. Net income reached $30.3 billion, nearly doubling from $17.1 billion in the same period last ye…
Oracle’s stock has fallen nearly 50 per cent since hitting a record in September and dropped 14 per cent in the six sessions through Thursday, its worst stretch in months. Of the 51 Wall Street analysts tracked by Bloomberg who follow the company, 41 h…
After a CFIUS-induced retreat in 2024, the wafer-scale chip startup is back with an OpenAI deal in its pocket and a sharper bet against Nvidia. Eighteen months ago, Cerebras Systems looked like a cautionary tale. The Sunnyvale-based AI chip startup had…
The social platform beat Wall Street estimates across every line, raised Q2 guidance above consensus, and reported $1m in capital expenditure, a striking contrast to the hyperscaler capex arms race. Reddit reported first-quarter 2026 revenue of $663 mi…