Bullish Misses Q1 Revenue Estimates as Trading Slows
Bullish Q1 missed estimates, but profits rose. Trading slowed, shares fell, and it announced a $4.2B Equiniti deal.
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Nvidia H200 Chips Cleared for 10 Chinese Giants – Why Nothing Has Shipped Yet
US approved Nvidia H200 AI chips for 10 Chinese giants including Alibaba, Tencent and ByteDance. But zero chips have shipped as Beijing blocks imports to boost homegrown tech. Jensen Huang in Beijing now.
USA Rare Earth Swings to Loss But Delivers Strong Q1 Beat and $1.75B Cash War Chest
USA Rare Earth reports first-ever revenue of $5.7M in Q1 2026, beats estimates, holds $1.75B cash, and commissions Stillwater magnet facility.
Cerebras Systems Raises Record $5.55 Billion in Largest U.S. IPO of 2026
Cerebras Systems priced its IPO at $185 per share, valuing the Sam Altman-backed AI chipmaker at $56.4 billion as shares begin trading Thursday.
Microsoft’s Quiet Breakup with OpenAI: The AI Acquisition Spree Begins
Microsoft is buying AI startups to reduce reliance on OpenAI and build its own powerful AI systems for the future.
Cisco Beats Q3 Estimates and Boosts 2026 Guidance
Cisco beat expectations, raised its outlook, and saw strong AI demand, while announcing a restructuring plan and job cuts.