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Apple Explores Using Intel and Samsung to Build Main Device Chips in the US
Bloomberg119d agoneutral
Apple Explores Using Intel and Samsung to Build Main Device Chips in the US

(Bloomberg) -- Apple Inc. has held exploratory discussions about using Intel Corp. and Samsung Electronics Co. to produce the main processors for its devices in the US, a move that would offer a secondary option beyond longtime partner Taiwan Semiconductor Manufacturing Co.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysChina’s Unprecedented Defiance of US Sanctions Triggers ShowdownUS and Iran Trade Fire in Gulf, Jolting Four-Week-Old TruceFormer NYC Mayor Gi

CoreWeave Meta Deal Deepens AI Hyperscaler Ties And Capacity Commitments
Simply Wall St.119d agoneutral
CoreWeave Meta Deal Deepens AI Hyperscaler Ties And Capacity Commitments

CoreWeave (NasdaqGS:CRWV) has expanded its long term AI infrastructure agreement with Meta Platforms, extending contracted visibility through 2032. The deal includes deployments of NVIDIA’s Vera Rubin platform and multi year cloud capacity commitments focused on large scale AI inference. This agreement increases CoreWeave’s revenue backlog and deepens its concentration in AI hyperscaler customers. For investors, the key context is how quickly CoreWeave has moved into the center of large...

V2X Q1 Earnings Call Highlights
MarketBeat119d agoneutral
V2X Q1 Earnings Call Highlights

V2X (NYSE:VVX) executives highlighted double-digit growth, record bookings, and a higher full-year outlook during the company’s first-quarter 2026 earnings call, pointing to continued demand across its portfolio of mission support, aerospace, and training capabilities. First-quarter results show re

'Nobody's doing AI better than Palantir': Earnings takeaways
Yahoo Finance Video120d agoneutralVIDEO
'Nobody's doing AI better than Palantir': Earnings takeaways

Palantir (PLTR) beat first quarter estimates, posting adjusted earnings of $0.33 per share (vs. expectations of $0.28) and revenue of $1.63 billion (vs. expectations of $1.54 billion). Futurum chief market strategist Shay Boloor joins Yahoo Finance to discuss the results.

Bernstein Analyst: AI Agents Drive Chip Demand ‘Off the Charts,’ Supply Can’t Keep Up
24/7 Wall St.120d agoneutral
Bernstein Analyst: AI Agents Drive Chip Demand ‘Off the Charts,’ Supply Can’t Keep Up

Bernstein Research’s Stacy Rasgon has been making the rounds with a deceptively simple thesis: stop arguing about market share. On a recent Marketplace Morning Report segment titled Chipping away at Nvidia’s chip dominance, Rasgon offered a line that should reframe how retirement investors think about the AI buildout. “There’s no such thing as too many ... Bernstein Analyst: AI Agents Drive Chip Demand ‘Off the Charts,’ Supply Can’t Keep Up

Eli Lilly Captures 60% of the GLP-1 Market as Mounjaro Revenue Soars 125%
24/7 Wall St.120d agobullish
Eli Lilly Captures 60% of the GLP-1 Market as Mounjaro Revenue Soars 125%

The hosts of Morning Brew Daily made a simple argument on a recent episode that the idea of the “Ozempic economy” should be replaced with the “Mounjaro economy” now that Eli Lilly is controlling 60% of the GLP-1 market. Lilly’s Q1 2026 earnings report backs that up. Lilly’s Dominance, by the Numbers Eli Lilly (NYSE:LLY) ... Eli Lilly Captures 60% of the GLP-1 Market as Mounjaro Revenue Soars 125%