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LATEST ARTICLE
Sat, Apr 11 · ~3 min read

TSMC Posts Record $35.7B Q1; CoreWeave Surges on Anthropic Claude Deal

TSMC's strongest quarter ever confirms AI chip demand as CoreWeave lands Anthropic for multi-year cloud capacity.

Read full article →

Latest Articles

Recent articles — see all →

Fri, Apr 10
Nvidia Backs RISC-V Startup SiFive; Gartner Sees $1.3T Chip Year
Nvidia invests in SiFive's RISC-V data-center push as Gartner flags 2026 as the biggest chip growth year in two decades.
~3 min read Read →
Thu, Apr 9
Intel Joins Musk's Terafab Chip Factory; Anthropic Deploys Offensive AI for Defense
Intel signs on to Musk's $5T Texas chip complex as Anthropic arms Big Tech with a model too dangerous to release publicly.
~3 min read Read →
Wed, Apr 8
Bezos' Lab Poaches xAI Cofounder; GoDaddy Arms Millions of Sites Against AI Crawlers
Project Prometheus lands a prominent OpenAI hire as GoDaddy deploys Cloudflare crawler controls to millions of hosted sites.
~3 min read Read →

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Sectors

We track the companies at the intersection of AI and markets — from chips to satellites to nuclear power. View all sectors →

AI Infrastructure
Every AI model — from ChatGPT to Gemini — runs on chips. The companies making those chips, the equip…
NVDAAMDAVGOTSM
AI Platforms
The hyperscalers are racing to own the AI platform layer — where businesses build their AI products …
MSFTGOOGLMETAAMZN
Nuclear Power for AI
A single AI data center can consume as much power as a small city. Solar and wind can't provide 24/7…
OKLOSMRCEGVST
Satellite & Defense AI
AI is making satellites smarter, drones autonomous, and battlefield intelligence real-time. The inte…
ASTSRKLBKTOSPLTR
Healthcare AI
AI is compressing drug discovery timelines from decades to years. It's enabling telehealth platforms…
HIMSLLYNVOVEEV
AI Applications
The AI application layer is where enterprise software companies take foundation models and build spe…
CRMSNOWORCLNOW
Semiconductor Stocks
Every AI model runs on silicon. Semiconductor companies — from chip designers to equipment vendors —…
INTCQCOMMRVLLRCX
AI Software Stocks
While big tech embeds AI into existing products, these companies are building AI-native from the gro…
DDOGMDBAISOUN
AI ETFs
Not ready to pick stocks? AI ETFs give you broad exposure in a single trade.
QQQ AIQ BOTZ CHAT

⚠️ Not financial advice. All content is informational only. Disclosure →