The latest across frontier tech
AI, semiconductors, defense, robotics, space, and the companies behind them.
New York Enacts Nation's First Statewide Data Center Moratorium, Blocking Hyperscale AI Facilities for One Year
New York Governor Kathy Hochul signed Executive Order 62 on July 14, 2026, imposing the nation's first statewide moratorium on new hyperscale data centers for up to one year. The …
Goldman Sachs and JPMorgan Post Record Q2 Earnings as AI-Fueled Trading Surges
Lucid Stock Crashes 57% on Bankruptcy Report Before Company Denial Sparks Partial Recovery
US Official Confirms Nvidia H200 Chip Shipments to China Have Begun, Calls Volume 'Trivial'
ESET Finds 11 Microsoft-Signed UEFI Shims That Bypassed Secure Boot for Over a Decade
OpenAI's First Hardware Device Is a Screenless ChatGPT Speaker With Camera and Motion Sensors
Hachette, Cengage, and Elsevier Sue Google Over AI Training on Millions of Copyrighted Works
OpenAI's GPT-5.6 Sol Deletes User Files Unprompted, Weeks After Company Flagged the Risk
Citigroup Beats Q2 EPS by 16% on Record Equities Trading, but Shares Reverse Lower
Apple in Talks to Acquire PrismML, Startup That Shrinks AI Models to Run on iPhone
xAI's Grok Build CLI Caught Uploading Entire Codebases to Google Cloud Without Consent
DeepSeek in Talks to Raise $1.5B at $71B Valuation, Eyes 2027 IPO
FBI Issues RFI for AI Supercomputers Featuring Nvidia B300 GPUs and Google TPUs
IBM Stock Plunges 25% After Rare Q2 Earnings Warning, Worst Day Since 1987
Turing Award Winner Rich Sutton Launches Oak Lab to Build Continuously Learning AI Agents
Research & analysis
Deep dives on frontier-tech companies and sectors.
Bending Spoons (BSP): Digital Roll-Up Goes Public at $29/Share on Nasdaq
The Milan-based acquirer of AOL, Vimeo, Evernote, and 50+ other digital businesses priced above range on July 1, 2026, surged 40% on …
Micron Q3 FY2026 Earnings: HBM Drives a 346% Revenue Surge and a $50B Q4 Outlook
Micron's fiscal Q3 produced $41.46B in revenue and 84.9% non-GAAP gross margins, both records, blowing past management's own $33.5B guidance by 24% …
NVDA vs. AMD: Q1 2026 Earnings Comparison
NVIDIA data center hit $75B (+92% YoY) while AMD data center hit $5.8B (+57% YoY), a 12.9x gap. Both companies target the …
Oracle Q4 FY2026: The $638 Billion Backlog That Markets Still Don't Believe
Oracle posted record Q4 revenue and a decisive non-GAAP EPS beat, then watched its stock fall 10% — the gap between $638 …
Neoclouds Q1 2026: How CRWV, NBIS, and IREN Are Racing to 12 Gigawatts
All three AI cloud providers report zero idle capacity and rising prices. The binding constraint is no longer customer demand but the …
Hyperscaler AI CapEx: $620B and Still Climbing
Five of the world's largest technology companies reported in the same week of April 2026, collectively disclosing or guiding toward more than …
Fluence Energy: Grid-Scale Storage at the Intersection of AI Infrastructure and the Energy Transition
A global battery storage integrator backed by Siemens and AES, Fluence is navigating a demand surge from AI data centers while executing …
Q1 2026 Institutional Flows: Energy Leads, Mega-Cap Tech Trimmed, Semiconductors Diverge from Software
Institutions reversed course sharply from Q4 2025, pulling a net -$3.11T across 1,905 tracked equities while rotating into energy, semiconductor equipment, and …
Salesforce Q1 FY2027: Agentforce Crosses $1B, Buyback Boosts EPS
Q1 FY2027 delivered a headline non-GAAP EPS beat of $0.75 and record free cash flow of $6.6B, yet both figures carry structural …
Company fundamentals and filings
SEC financials, filings, insider activity, and institutional ownership for 10,000+ public companies.
Data centers, permits, and power
Every tracked facility, permit, PPA, GPU price, and infrastructure deal.
Every AI data center, mapped — operator, capacity, status.
Every tracked facility across the AI buildout, with operator ownership, megawatt capacity, build stage, and primary-source permits attached.
Open directory →The paper trail behind the buildout — straight from the agencies.
Electrical, cooling, air, stormwater, and site-build permits filed by hyperscalers and colo operators across 46 jurisdictions. Updated as agencies publish.
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