Browsing Tag
San Jose
22 posts
Super Stacked Sunday lifts Americas Cardroom as Run Up Series finishes 8% above guarantee
Americas Cardroom’s Run Up Series finished above its $10 million guarantee, but a sizeable $33 Main Event overlay shows how sharply online poker liquidity can vary across buy-in tiers.
August 20, 2026
Legence revenue doubles to $1.26bn as AI data-center boom pushes backlog to record $5.7bn
Legence revenue surged 111% and backlog hit $5.7 billion as AI data-center demand soared. See why higher guidance failed to lift shares.
August 13, 2026
Etched raises $300m as $10.3bn valuation tests AI inference chip economics
Etched’s $300 million Series C gives the AI chip startup fresh capital to scale its Sohu inference systems, but the valuation depends on whether specialised hardware can break NVIDIA’s grip on data-centre computing.
July 26, 2026
Altera targets eventual IPO after Silver Lake-backed turnaround accelerates
Altera is growing again after separating from Intel, with AI infrastructure, robotics and edge systems creating a possible route towards an eventual public listing.
July 12, 2026
Zoom targets buyer intelligence and AI revenue agents with Common Room acquisition
Zoom’s Common Room acquisition strengthens ZM’s AI revenue platform with buyer intelligence, GTM signals and revenue agents.
July 2, 2026
Supermicro (SMCI) stock slide exposes the hidden funding strain behind AI server demand
Find out why Supermicro’s $7bn financing plan hit SMCI stock despite $39bn in AI server orders and what it means for investors.
June 14, 2026
Momentus (NASDAQ: MNTS) jumps 65% as space play turns story into revenue
Momentus killed its going-concern warning and grew revenue 9x. The harder question is whether a 65% squeeze is buying the turnaround or the top.
May 26, 2026
Cognizant (CTSH) to acquire Astreya as AI infrastructure demand reshapes managed services strategy
Cognizant needs AI growth while IT services demand softens. Astreya could test whether CTSH can turn infrastructure into margin leverage.
April 29, 2026
Nokia Q1 2026 earnings: NOK stock hits 16-year high as AI and cloud orders cross €1bn
Nokia raised AI and cloud market growth from 16 to 27 percent. NOK stock hit a 16-year high. The harder question is whether capacity can keep up.
April 27, 2026
Chaos erupts at Westfield Valley Fair Mall as Black Friday shooting leaves three injured in California
Three people were injured in a Black Friday shooting at Westfield Valley Fair Mall in California. Find out what happened, how police responded, and what comes next.
November 29, 2025