OpenAI joins the IPO queue (SpaceX and Anthropic) in competition for investor capital.
Quantum stocks get a boost from the US government.
Demand increasingly driven by inference and emerging agentic workloads rather than one-time training cycles.
All eyes on Nvidia results tonight.
The market is waiting for Nvidia earnings.
Despite the selloff, the S&P 500 and the Nasdaq remain close to all-time highs.
Earnings keep supporting the market.
Oil jumps and stock futures slip on renewed US-Iran fighting.
AMD results spark AI stock rally on massive data center demand.
Trump indicated a peace deal may be reached.
SanDisk rewrites the “Memory” rulebook.
The AI infrastructure race is not slowing down, but neither are the costs.
