The latest across frontier tech
AI, semiconductors, defense, robotics, space, and the companies behind them.
Moonshot AI Releases Kimi K3, a 2.8-Trillion-Parameter Open-Weight Model Rivaling Top U.S. Systems
Chinese AI startup Moonshot AI released Kimi K3 on July 16, a 2.8-trillion-parameter open-weight model that approaches the performance of top U.S. frontier systems from OpenAI and Anthropic. The model, …
SpaceX Aborts Second Starship V3 Launch After Four Raptor Engines Fail to Ignite
Alphabet Loses $200B in Market Cap After Bloomberg Reports Gemini 3.5 Pro Delayed by Months
Germany Rules Google AI Overviews and Perplexity Are Publishers Under Media Law
Hyundai Factory Workers Strike Over Plan to Deploy 25,000 Atlas Humanoid Robots
Fora Raises $60M Series D at $1B Valuation, Becoming Travel Tech's Newest Unicorn
Elorian Raises $55M Seed at $300M Valuation for Visual AI Before Shipping a Product
Nikkei Plunges 4% as Wall Street AI Sell-Off Hammers Asia Chip Stocks
GE Aerospace Beats Q2 Estimates and Raises Profit Outlook, but Stock Falls 4% as Order Growth Cools
SpaceX Short Interest Surges to 29% of Float as Stock Falls Below $135 IPO Price
Netflix Stock Drops 9% After Weak Q3 Guidance and Decision to Cut Engagement Reports
Stripe and Advent International Make $53 Billion Joint Bid for PayPal at $60.50 Per Share
ASML Raises 2026 Revenue Forecast to €43-45 Billion on Surging AI Chip Demand
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
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 …
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