Cloud & Infrastructure
Dell Q1 FY2027 Earnings Preview: A $43 Billion AI Server Backlog Meets the Gross-Margin Stress Test as DELL Nears a 52-Week High
Dell reports Q1 FY2027 Thursday with a $43 billion AI server backlog. The number…
Author: Scott Allan
Author: <span>Scott Allan</span>
AI
Trump Cancels AI Executive Order Amid Claude Mythos Cybersecurity Fallout: How Anthropic’s Most Dangerous Model Is Reshaping Washington’s AI Playbook
Trump cancelled his AI national security executive order amid the Claude Mythos cybersecurity fallout.…
AI
Anthropic and Microsoft in Talks for the Maia 200 Chip: Claude Inference Goes Custom as Nvidia Faces Its First Real ASIC Threat
Anthropic is in talks to run Claude on Microsoft's Maia 200 inference chip, a…
Markets
Salesforce Q1 FY2027 Earnings Wednesday: Agentforce’s $800 Million ARR Faces Its Prove-It Quarter as CRM Stock Searches for a Bottom
Salesforce reports Wednesday with Agentforce at $800M ARR and CRM down about 30% YTD.…
Energy
Oil Prices Crash 5% on Trump Iran Deal: Brent Drops to $98 as Strait of Hormuz Reopening Bet Reshapes the Inflation Outlook
Crude oil crashed about 5% after Trump said an Iran deal to reopen the…
AI
SpaceX Files for a $1.75 Trillion IPO. The Money Furnace Is xAI, Not the Rockets.
SpaceX filed for a $1.75 trillion IPO, but its S-1 shows a $4.3 billion…
AI
Google I/O 2026 Live: Gemini Omni, Googlebooks Laptops, And Android XR Glasses Land In Make-Or-Break Keynote For $190 Billion AI Bet
Sundar Pichai takes the I/O stage at 10 a.m. PT with the heaviest deliverable…
Business
The Mandalorian And Grogu Box Office: Disney’s $80 Million Tracking Star Wars Reboot Is A Make-Or-Break Test For The Franchise
Star Wars returns to theaters Friday after a seven-year absence. Tracking sits at $80…
AI
Anthropic Hits #1 On CNBC Disruptor 50, Knocks Out OpenAI: How An $30 Billion Run Rate And $900 Billion Valuation Reset The AI Pecking Order
Anthropic leapfrogged OpenAI on this morning's CNBC Disruptor 50, claiming the top spot with…
Analysis
Home Depot Q1 2026 Earnings Beat: $41.8 Billion Revenue, Positive Comp Sales, And A Surprise Reaffirmed Guidance As Mortgage Rates Squeeze Housing
Home Depot beat the top and bottom line, posted its first positive US comp…