Nvidia's $20B Buyback Can't Hide What Investors Just Figured Out
The world's most valuable company just learned that "good enough" doesn't fly when you've trained investors to expect miracles every 90 days.
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Antonio Gracias Just Became Richer Than 95% of Billionaires Without You Noticing
The richest person you've never heard of is about to materialize from Musk's orbit with a fortune bigger than most countries' GDP.
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Musk Bets $2.8 Billion That AI Is Worth Everyone Hating Him
Musk is betting $2.8 billion that AI training is worth the public relations nightmare of becoming the infrastructure everyone hates. SpaceX is spending $2.8 billion on gas turbines to power AI data centers for Grok, positioning xAI as a cloud computing player while facing carbon emission complaints.
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Nvidia Quietly Became a $43B Venture Fund While You Watched AI
The GPU king just revealed it's also a venture kingmaker with $43 billion staked across the agent economy—more than most VC firms manage in their entire existence. Nvidia posted another record quarter but signaled revenue growth would decelerate next quarter
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Nvidia Just Printed $91 Billion and Wall Street Barely Blinked
The company building the infrastructure for every AI agent just printed $91 billion in forward revenue, and Wall Street shrugged. Nvidia beat Q1 earnings at $1.87 per share versus $1.77 expected, with Q2 revenue guidance of $91 billion against $87.4 billion estimates
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OpenAI's AI Just Solved an 80-Year Math Problem Humans Couldn't Crack
The same mathematicians who called out OpenAI's last fake breakthrough are now vouching for this one. OpenAI's reasoning model disproved the unit distance problem, a conjecture in discrete geometry unsolved since 1946
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OpenAI Cleared for $200B IPO After Jury Kills Musk Lawsuit
The lawsuit that could have forced OpenAI to stay nonprofit just died in two hours of jury deliberation, and now the company that makes ChatGPT wants to hit Wall Street before anyone changes their mind.
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Anthropic Bets $45 Billion on Musk's SpaceX to Power AI
The company building cautious AI just bet $45 billion that Elon Musk can keep the lights on. Anthropic will pay SpaceX $1.25 billion per month through May 2029 for compute capacity at SpaceX's Colossus data centers in Tennessee, totaling nearly $45 billion over three years
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SpaceX Burned $8B Last Year Before Anyone Saw the Books
The rocket company that ate an AI lab just showed us the bill for both. SpaceX filed its S-1 paperwork, revealing $4.9 billion in losses on $18.7 billion revenue for 2025, including the February acquisition of xAI, Elon Musk's AI startup.
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Nvidia Reports Earnings as World's Most Valuable Company Faces First Real Test
Nvidia has become the world's most valuable company by selling the shovels for the AI gold rush — tonight we find out if the vein is running dry.
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ChatGPT Can't Tell You Who Won the Election
The companies building the agents that might run your life can't reliably tell you who's winning an election. All four major AI chatbots—ChatGPT, Gemini, Claude, and Grok—fail to accurately answer questions about elections and geopolitics, according to a new Forum AI study
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SoftBank Bets $60B on OpenAI After Losing $16B on WeWork
SoftBank's founder just put more money into one AI company than he lost on WeWork—and his own people are nervous. SoftBank has committed over $60 billion to OpenAI, with founder Masayoshi Son convinced Sam Altman is leading the century's most important technology shift
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Socket Hits $1B Defending Code That Powers 97% of Apps
The supply chain just became the front line, and someone's finally selling defenses that work. Socket, a cybersecurity startup protecting open-source code supply chains, hit $1B valuation with their latest funding round
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Stability AI's New Model Generates Six-Minute Songs on Your Laptop
The audio model wars just went local—and long. Stability AI launched Stability Audio 3.0, which generates music tracks up to six minutes long from text prompts The smaller version runs on-device and creates two-minute tracks, no cloud required
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OpenAI's IPO Filing Could Drop Within Days
The company that convinced the world AI was worth trillions is about to let retail investors find out if they were right. OpenAI is preparing to file for an IPO in the coming weeks, targeting a public debut in September 2026
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AI Spending Spree Pushes Borrowing Costs to Breaking Point
The machines we're building to make us richer are making money itself more expensive. Bond market indicators suggest AI investment is intensifying inflationary pressures just as Kevin Warsh takes over the Fed amid war-driven price shocks and rising yields
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Taiwan Semi and ASML Surge as Liontrust Bets Against Nvidia Hype
The world's watching Nvidia's earnings, but one fund manager is watching who Nvidia pays. Nvidia reports Q1 earnings Wednesday, with Wall Street treating it as a referendum on the entire AI economy's health
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Exa Hits $2.2B Building Search Google Can't Compete With
The company building search for AI agents just hit unicorn status twice over, and Google didn't even get a chance to compete. Exa Labs raised $250 million at a $2.2 billion valuation, led by Andreessen Horowitz, to build search infrastructure designed for AI systems, not humans.
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SpaceX's IPO Will Expose How Much Money Starlink Actually Makes
The most secretive rocket company in the world is about to show us its books, and the number everyone's looking for isn't revenue or profit, it's how much cash Starlink actually prints.
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Utah Farmers Just Blocked Silicon Valley's Biggest Data Center
The AI arms race just ran headfirst into a problem Silicon Valley can't code its way out of: people who actually live places.
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