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Dell wins a $9.7 billion Pentagon software deal after cozying up to Trump - CNBC
The purchase comes after Dell spent considerable time courting the White House and after President Trump urged purchases of the company's computers....
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Snowflake Stock Jumps 34%. How Amazon and an Earnings Beat Are Fueling the Gains. - Barron's
Snowflake is counting on its revenue model and data warehousing to flourish with the rise of AI agents. The company reported earnings after the close...
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Dow Jones Futures: Stocks At Highs As Oil Prices Tumble, Marvell, Snowflake Jump Late On Earnings - Investor's Business Daily
Amazon, Taiwan Semiconductor flashed buy signals. This data center play soared....
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Salesforce Gives Lukewarm Outlook That Fuels Disruption Fear - Yahoo Finance
(Bloomberg) -- Salesforce Inc. gave a revenue outlook for the current period that just fell short of analysts’ estimates, unnerving investors alread...
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In more good news for Amazon, Snowflake signs $6B deal with AWS for AI CPU chips - TechCrunch
Snowflake has signed a new, enormous five-year deal with Amazon to secure chips for AI usage. Nvidia is once again being put on notice....
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Marvell Technology, Inc. Reports First Quarter of Fiscal Year 2027 Financial Results - Marvell Technology
Q1 Net Revenue: $2.418 billion, a new record, grew by 28% year-on-year
Q1 Gross Margin: 52.1% GAAP gross margin; 58.9% non-GAAP gross…......
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Meta Starts Rollout of Subscriptions for Facebook, Instagram - WSJ
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Exclusive | Amazon Strikes $6 Billion Deal With Snowflake for Its Agentic Computing Chips - WSJ
Cloud-storage company joins Apple, Meta as one of AWS’s largest customers for CPU-based computing; Snowflake shares jump 30%...
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Nvidia bets $150B on Taiwan as Trump’s plan to make US an AI hub backfires - Ars Technica
Nvidia will invest $150 billion a year to make Taiwan an AI “epicenter.”......
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Mark Zuckerberg’s mega yacht docks in Seattle in the wake of Meta layoffs - KUOW
Mark Zuckerberg’s enormous yacht is moored near Meta’s Seattle office, where hundreds of people just lost their jobs....
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FAA requires SpaceX-led mishap investigation before resumption of Starship launches - Spaceflight Now
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Silicon Valley is spending billions on AI tokens and nobody can agree if it's working - Business Insider
Uber COO Andrew Macdonald criticizes tokenmaxxing amid rising AI costs and limited productivity, sparking debate in Silicon Valley....
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