The latest across frontier tech
AI, semiconductors, defense, robotics, space, and the companies behind them.
OpenAI Launches GPT-Live-1, a Full-Duplex Voice Model That Listens and Speaks Simultaneously
OpenAI released GPT-Live-1 on July 8, 2026, a full-duplex voice model that can listen and speak at the same time, replacing the previous Advanced Voice Mode in ChatGPT. The model …
Waymo Launches Driverless Robotaxi Service in Four New U.S. Cities
AstraZeneca Shares Drop 9% After Wainua Heart Drug Fails Phase 3 Trial
Goldman Sachs Wins $70 Billion Pension Mandates From Verizon and Lockheed Martin
Meta Launches Muse Spark 1.1 API, Its First Paid AI Model, to Challenge Anthropic and OpenAI
OpenAI's AI Sweeps All Five Problems at AtCoder World Tour Finals, Beating Every Human
SK Hynix Prices $28 Billion Nasdaq ADR Listing, Largest Since Alibaba
Prime Intellect Raises $130M Series A at $1B Valuation for Enterprise AI Agent Training
Ollama Raises $65M Series B to Scale Open-Source Local AI Platform to 8.9M Developers
SpaceXAI Launches Grok 4.5 Coding Model, Undercutting Anthropic on Price After $60B Cursor Deal
Meta to Begin Manufacturing In-House 'Iris' AI Chip in September
Databricks Switches Default Coding AI to Chinese Open-Source GLM 5.2, Citing 34% Cost Savings Over Anthropic Opus
Blue Origin Seeks $10B in First-Ever Outside Funding Round at $130B Valuation
Paradigm Raises $1.2B Fourth Fund, Expanding Beyond Crypto Into AI and Robotics
Commerce Department Clears OpenAI's GPT-5.6 for Broad Public Launch on July 9
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.
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Every tracked facility across the AI buildout, with operator ownership, megawatt capacity, build stage, and primary-source permits attached.
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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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