NVIDIA & Corning Team Up: 3 New U.S. Factories, 3,000 Jobs, and 10× More U.S. Optical Manufacturing Capacity
Corning plans $20B sales by 2026, then aims for up to $40B by 2030, boosted by AI data centers and a new photonics business with NVIDIA.
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Uber Beats Wall Street Expectations – Q2 Bookings Forecast Hits Record Highs Despite Middle East Conflict
Uber had strong Q1 2026: more trips, higher revenue, AI growth, and plans for robotaxis. Stock rose after upbeat forecast.
Disney Beats Wall Street Expectations as New CEO Signals Faster Growth Ahead
Disney beat expectations: $25.2B revenue, profit up. Streaming and parks grew, ESPN dipped. Strong outlook + $8B buybacks.
AI Networking Leader Arista Beats Revenue and EPS Estimates… Stock Drops Anyway
Arista beat earnings and revenue but stock fell as AI expectations were too high; guidance was only modestly raised.
Lucid Q1 2026: Big Revenue Miss, Guidance Suspended, But Cash Runway Now Extends to 2027
Lucid missed revenue expectations, delivered fewer cars due to seat issue (now fixed), raised cash, big loss, stock fell.
Anthropic to Spend $200 Billion on Google Cloud Over the Next Five Years
Anthropic will spend $200B on Google Cloud, boosting Google’s future revenue as AI demand and competition rapidly grow.