POET jumped after addressing a short report and clarifying PFIC-related tax issues, bringing relief to investors focused on governance risks while leaving its commercialization timeline and capital needs in focus.
John Ternus succeeding Tim Cook as CEO of Apple could bring a renewed focus on hardware innovation and a potential shift towards next-generation products.
Marvell gained on reports of Google AI chip talks, with the move reflecting expectations of a major design win despite uncertainty around whether the discussions will translate into production.
U.S.-Iran tensions drive jitters as the S&P 500 and Nasdaq pull back from highs, and the Strait of Hormuz remains largely closed, today, April 20, 2026.
The Nasdaq entered correction territory in late March, but the index could bounce back this year on the heels of renewed enthusiasm for artificial intelligence (AI) stocks.
Amazon.com Inc (NASDAQ:AMZN) shares are trading higher in Monday's after-hours session after the company announced an expanded strategic collaboration with Anthropic.
Chamath warns of a "Friendster effect" at OpenAI and Anthropic as hyperscalers control 60% of compute. Polymarket prices in the next frontier model drop.
Every 800V rack NVIDIA ships in 2027 is worth roughly 11x more ON silicon than the 54V racks shipping today. Consensus still hasn't put that math in its model.
Tesla is betting big on the Optimus Bot. The company is not alone when it comes to humanoid robots, with China showing it can even outrun humans with robots.
