AnalysisOpenAI's Special-Projects Chief Departs as AI Deal Claims Face a Credibility DiscountAug 15, 2026
Corporate FinanceChip Sector Splits: Record Amkor Earnings, $5B Nvidia-Backed SSI Deal Diverge From Stock SelloffAug 11, 2026
Corporate Earnings & Strategic InvestmentSemiconductor Stocks Fall 25% While Chipmakers Keep Escalating AI Infrastructure SpendingAug 9, 2026
Venture Investment StrategyAlphabet Shares Fall as Dean, Ghemawat Exit to Found Discovery Loop While Hassabis Steps Back at DeepMindAug 9, 2026
Corporate FinanceBloom Energy locks $1.7B Nebius deal as hyperscalers hedge grid delays with on-site powerAug 8, 2026
Infrastructure InvestmentBloom Energy Signs Three Fuel-Cell Deals Including $1.7B Nebius Pact for AI PowerAug 8, 2026
Corporate FinanceGlobalFoundries Gets $300M CHIPS Award and 1% Government Stake as Chip Stocks Fall 25%Aug 8, 2026
Pharma PartnershipsNVIDIA Infrastructure Deals With Thermo Fisher, Lilly Anchor Pharma's Shift to AI-Native Drug DiscoveryAug 8, 2026
Corporate FinanceKLA Raises Revenue Guidance to $4B, Lifts 2026 Wafer Equipment Outlook to $150B RangeAug 3, 2026
Corporate InvestmentNvidia Puts $5B Into Safe Superintelligence as U.S. Takes CHIPS-Linked Stake in GlobalFoundriesAug 3, 2026
Investment RiskKLA Raises Advanced-Packaging Process Control Forecast to $1.1B, Up 70% YoYAug 3, 2026
Corporate FinanceSunPower Gross Profit Falls 41% to $27.6M as New CFO Inherits Widening Margin GapAug 3, 2026
Corporate Finance & Investment StrategyAlphabet Raises Capex Forecast to $205 Billion, Stock Slides on Margin FearsAug 1, 2026
Corporate StrategyMindWalk Patents AI Data Layer as Novo Nordisk Pivots to Licensed ManufacturingAug 1, 2026
Corporate Operations & FinanceManulife, Snowflake, Box Race to Deploy AI Agents as Governance LagsAug 1, 2026
