In fact, it’s never been more likely that if semis are outperforming the S&P 500, software is lagging.
Category: Business
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OpenAI: Our new AI tool is too dangerous to release, too!
A new era of powerful AI tools that could render current cybersecurity defenses moot is spooking investors.
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Bitcoin maintains $71,000 range as new bitcoin ETFs hit market
One of the new funds is designed to capture bitcoin’s profits overnight, a time when bitcoin often sees a significant upside compared to when the US market is open.
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OpenAI’s Stargate shrinks further as UK data center “paused”
Citing high energy costs, OpenAI said it would be pausing Stargate UK. The move is the latest downsizing of the ambitious global data center plan.
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Sandisk jumps as Bernstein raises price target to a Wall Street high of $1,250
Analysts even threw out a “blue-sky scenario” price target of $3,000 for Sandisk, should an even more bullish scene play out for both earnings and market valuations.
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Infleqtion soars after announcing it’s providing upgraded quantum hardware to the International Space Station
Thanks to quantum physics, it may actually be possible to go to infinity and beyond.
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American Airlines joins the flock, hiking bag fees amid higher jet fuel prices
American joins JetBlue, Delta, Southwest, United, and WestJet in hiking the cost to check a bag.
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Intel announces custom chip collaboration with Google Cloud for AI
The stock rose a bit on the announcement.
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Amazon cloud unit’s AI revenue run rate exceeds $15 billion, CEO says
Amazon (AMZN) is up nearly 2% in premarket trading after the company disclosed that its cloud unit’s AI revenue run rate topped $15 billion in the first quarter of 2026, the first hard number the company’s…
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Less than a year after implementing them, Southwest is also hiking its bag fees
Southwest first introduced bag fees in May 2025 after holding out for years.
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CoreWeave jumps after expanding its AI compute sales deal with Meta to $21 billion
More compute, more leverage.
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STAAR Surgical soars after company reported preliminary sales that crushed expecations
The company, which sells eye implants, said Wednesday expects to report more than $90 million in the current quarter, compared to the $73 million analysts polled by FactSet are currently penciling in.