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Meta
40 posts
Nebius (NASDAQ: NBIS) Nasdaq-100 entry meets the USD 50B AI cloud backlog test
Nebius (NASDAQ: NBIS) joins Nasdaq-100 on 22 June with USD 50B in AI cloud backlog. The real test is turning USD 25B capex into ARR fast enough.
Meta slides as an AI executive exit and a hawkish Fed renew scrutiny of its AI strategy
Meta Platforms (META) slides as an AI executive exit and a hawkish Fed renew scrutiny of its AI strategy, even as its ad business stays strong. Full analysis.
Corning (GLW) jumps as Amazon becomes the latest tech giant to lock in its AI data center fiber
Corning jumped ~9.5% as Amazon signed a multibillion-dollar US fiber optics deal, the third hyperscaler megadeal in 2026 after Meta and Nvidia, fueling its AI run.
Singapore blocks anti-Indian posts as foreign-origin content tests racial harmony
Singapore’s race compact is digital now. Anti-Indian posts show how foreign-origin content can test multicultural trust online.
Broadcom (AVGO) drops after hours despite record revenue and 143% AI chip growth
Broadcom posted record revenue up 48% and AI chip sales up 143%, then fell as much as 14% after hours. A blowout met expectations too high to satisfy.
Jensen Huang moves to lock in Nvidia ($NVDA), SK hynix and TSMC as the AI memory and logic axis
As memory becomes the AI bottleneck, Jensen Huang moves to lock in Nvidia, SK hynix, and TSMC supply while committing $150B a year to Taiwan. Read more.
Dycom, Vicor, Shoals and Luxfer hit 52-week highs as data center and defense demand surges
AI data center power demand and a rearming defense sector drove Dycom, Vicor, Shoals, and Luxfer to 52-week highs, with Dycom surging 28% on record results. Read more.
Williamsburg Bridge subway surfing death renews New York City transit safety concerns
New York City warned teens to ride inside. A fatal Williamsburg Bridge fall shows subway surfing remains a deadly youth-safety gap.
CloudSEK exposes 1,200-domain illegal IPL 2026 betting network as Rs 4.65cr in user withdrawals deliberately blocked
CloudSEK's IPL 2026 probe finds 1,200 betting domains, deepfaked cricketers and Rs 4.65 crore in deliberately frozen withdrawals. PROGA enforcement falls short. Read more.
Analog Devices (ADI) to acquire Empower Semiconductor for $1.5bn, betting on vertical power delivery as AI’s next strategic bottleneck
Analog Devices is paying $1.5 billion in cash for Empower Semiconductor as AI's power-delivery bottleneck reshapes the chip-supplier hierarchy. Read more.