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172 articles
Agentic Investing Lets Claude and ChatGPT Place Trades
Scalable Capital opened its European brokerage to ChatGPT, Claude and Grok via an MCP server, with every order requiring the investor's approval first.
Ingenic Semiconductor IPO Raises $410M in Hong Kong
Ingenic Semiconductor listed in Hong Kong on August 25, selling 31.29 million H shares at HK$102.80 to raise up to $410 million under code 3223.
Rillet Raises $100M at a $1B AI Accounting Valuation
Rillet's $100M Series C led by ICONIQ values the AI-native ERP at $1B, with 600+ customers and new ARR doubling in the last three months alone.
Nvidia Q2 FY27 Earnings: $91B Guidance Meets Aug 26
Nvidia reports Q2 fiscal 2027 results on August 26 against its own $91 billion guidance, roughly double the $46.7 billion it posted a year earlier.
SK Hynix Buyback Hits 40 Trillion Won in Korean First
SK hynix approved a 40 trillion won buyback and cancellation of 24.07 million shares, the largest treasury share cancellation by a Korean listed company.
Nvidia Pays Poolside $6B to License Its Model Factory
Nvidia struck a reported $6B non-exclusive licensing deal with Poolside plus a $1B investment at a $12B pre-money valuation, with 109 staff getting offers.
Marvell Google TPU Deal Comes With a $12.2B Warrant
Marvell expanded its custom silicon work for Google's TPU ecosystem and issued a warrant for up to 58.97 million shares at $206.58, worth $12.2B.
Analog Devices Q3 Revenue Jumps 40% to a Record $4.02B
Analog Devices posted record Q3 revenue of $4.02 billion, up 40% year over year, with adjusted EPS of $3.45 and a Q4 outlook calling for $4.3 billion.
Baidu GPU Cloud Revenue Jumps 283% in Q2 2026
Baidu's Q2 GPU Cloud revenue rose 283% year over year and AI Cloud Infra grew 50% to RMB 7.3B, as the AI business becomes the company's core engine.
Nvidia Invests $1.5B in SB Energy's Ohio AI Campus
Nvidia is putting $1.5B into SB Energy and backing up to $105B in credit to make the 4.25GW PORTS-Pike campus in Ohio an Nvidia-only compute site.
Unitree IPO Heads to Shanghai at a $9 Billion Valuation
Unitree priced its STAR Market IPO at 150.80 yuan a share for a $9 billion valuation, with retail demand oversubscribed roughly 8,000 times.
S&P 500 Record Close Led by Memory Chip Stock Rally
The S&P 500 closed at a record 7,798.99 on August 13 as flat July producer prices and a memory-chip rally lifted sentiment into a third weekly gain.
Applied Materials Q3: Record $9.12B and Raised Outlook
Applied Materials posted record Q3 revenue of $9.12 billion, up 25% year over year, and guided Q4 to $10.25 billion on AI infrastructure demand.
Cisco Q4 Revenue Hits Record $17.3B as AI Orders Surge
Cisco posted record Q4 revenue of $17.3 billion, up 18%, and booked $9.3 billion in hyperscaler AI infrastructure orders in fiscal 2026, up 4.5x.
Datadog Q2 Revenue Grows 36% to $1.12B on AI Agents
Datadog Q2 revenue rose 36% to $1.12 billion with 4,720 customers above $100K ARR, as autonomous Bits AI and AI Guard reached general availability.
ChipMOS Q2 Revenue Climbs 28.7% to a Record $231.8M
ChipMOS posted its best quarter since 2014 on August 11, with revenue up 28.7% to $231.8 million, gross margin at 18%, and DRAM revenue up over 70%.
TSMC July Revenue Jumps 44.7% to a Record $14.5 Billion
TSMC posted NT$467.58 billion in July revenue, up 44.7% year over year, running ahead of its own raised full-year growth target of just over 40%.
MACOM Revenue Jumps 36% on Data Center Optical Demand
MACOM posted $342.2M in fiscal Q3 revenue, up 35.8% year over year, and guided fiscal Q4 to as much as $425M on strong data center optical demand.
Onto Innovation Q2 Revenue Climbs 35% to $343 Million
Onto Innovation posted record Q2 revenue of $343M, up 35% year over year, with backlog above $1.1 billion on AI memory and advanced packaging demand.
Unity Q2 Revenue Climbs 24% to $546M as Grow Surges
Unity reported Q2 2026 revenue of $546.5 million, up 24%, with adjusted EPS of 28 cents against an expected 9-cent loss. Shares jumped double digits.
AMD Data Center Revenue Doubles to $6.7B in Q2 2026
AMD posted record Q2 revenue of $11.5 billion, up 50%, as data center sales more than doubled to $6.7 billion and now make up 58% of the company.
Palantir Q2 Revenue Grows 93% and Guidance Rises
Palantir posted $1.94 billion in Q2 revenue, up 93%, with US commercial revenue up 149% and full-year guidance lifted to roughly $8.15 billion.
Nasdaq Managed Volatility Indexes Explained in Plain English
Nasdaq launched two Nasdaq-100 managed volatility indexes on July 31 with 4% and 6% decrements. Here's what those numbers actually mean for investors.
ICE to Buy MarketAxess in a $6 Billion Bond Deal
Intercontinental Exchange agreed to acquire MarketAxess for $167 a share in cash, a $6 billion deal at a 33% premium with $100 million in cost synergies.