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News
Palantir, SpaceX and AMD earnings: artificial intelligence gets three different reality checks
10+ hour, 5+ min ago (687+ words) Palantir, AMD and SpaceX test three layers of artificial intelligence: software, chips and physical infrastructure. Investors will focus on guidance, cash generation and whether large commitments are becoming real revenue. The results can show where AI economics are strengthening, and…...
Meta and Microsoft earnings: the AI race enters its show-me-the-money phase
1+ week, 9+ hour ago (966+ words) Meta and Microsoft reported their latest available quarterly results on 29 April 2026. Both delivered strong results and reminded investors that artificial intelligence comes with an increasingly large invoice. The question is no longer whether these companies can afford the artificial intelligence…...
The artificial intelligence boom’s forgotten winners are hiding in plain sight
1+ week, 6+ day ago (842+ words) Artificial intelligence needs cooling, electricity, construction and automation before it can produce a useful answer. Industrial suppliers may benefit from wider demand, but capacity, execution and valuation still matter. Investors can study the full data-centre chain instead of treating artificial…...