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27.04.26 - 16:01
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Live Nasdaq Composite: Big Tech Earnings, Fed Meeting Tee Up as Oil Prices Climb (24/7 Wall St.)
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Live Updates The analyst who called NVIDIA in 2010 just named his top 10 AI stocksThis analyst's 2025 picks are up 106% on average. He just named his top 10 stocks to buy in 2026. Get them here FREE. OpenAI and MSFT Tie-Up Revamp 2 minutes ago Live OpenAI has restructured its relationship with Microsoft, ... Live Nasdaq Composite: Big Tech Earnings, Fed Meeting Tee Up as Oil Prices Climb...
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27.04.26 - 15:06
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Arm Stock Just Went Parabolic. Is This a Glimmer of NVIDIA-Like Greatness? (24/7 Wall St.)
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Arm Holdings (NASDAQ:ARM) just went parabolic, and momentum investors seem way too willing to chase down what could be one of the next big stories in the semi scene. Just when you thought the enthusiasm was priced into shares of Arm, the name went on to gain another 15% last Friday. And while it's really ... Arm Stock Just Went Parabolic. Is This a Glimmer of NVIDIA-Like Greatness?...
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27.04.26 - 15:06
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Lightmatter Names Roy Kim Vice President of Product to Lead Global Deployment of Photonic Interconnects (Business Wire)
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Google, AMD, and NVIDIA veteran brings 15+ years of AI infrastructure product leadership to scale Lightmatter's Passage™ and Guide™ platformsMOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Lightmatter, the leader in photonic (super)computing, today announced the appointment of Roy Kim as Vice President of Product. Kim brings more than 15 years of AI infrastructure product leadership from Google, AMD, and NVIDIA, and will lead Lightmatter's product strategy as the company scales its Passage™ photonic interconnect platform and Guide™ VLSP light engine from landmark industry firsts to volume deployment across the world's most advanced AI data centers.
"Co-packaged optics is moving from proof of concept to production, and the products and partnerships that land in the next 18 to 24 months will define the AI data center for the decade that follows," said Nick Harris, Ph.D., co-founder and CEO of Lightmatter. "Roy has built and shipped the products that defined AI infrastructure at three of th...
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27.04.26 - 14:48
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Futures Flat At All Time Highs Ahead Of Huge Week, Semis Set For 19th Day Of Gains (ZeroHedge)
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Futures Flat At All Time Highs Ahead Of Huge Week, Semis Set For 19th Day Of Gains
Risk sentiment improved overnight on another Axios report that Iran has given the US a new proposal to reopen the Strait of Hormuz with more detailed nuclear talks expected later. Oil pares early gains, and US equity futures jumped although they have also pared gains since and are trading flat as traders await a huge week of earnings (44% of the S&P by mkt cap is set to report) and central bank decisions (Fed, BOJ, ECB, BOE and BOC all expected to keep rates on hold). As of 8:00am ET, S&P 500 futures are flat and Nasdaq 100 contracts gain 0.2% after Friday's records for both indexes even though leadership is narrow, and the S&P equal weight index closed negative on the week; premarket gains by chip stocks like Nvidia, Qualcomm, Intel and Micron suggest the semiconductor ETF (SOX) is set for a record 19th day of gains. Mag7s are mixed, semis are bid, discretionary outperforms staples, cyclicals over defensi...
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27.04.26 - 14:48
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Datavault AI Announces Execution of Binding Term Sheet for $120 Million Cash Contribution From Scilex Holding Company to Fund 100-City GPU Expansion of Quantum-Ready SanQtum Platform (Business Wire)
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Combined with the anticipated sale of the BTC and Receivable collections, Datavault AI projects $200M+ infusion of cash without equity dilution.
Datavault AI has previously secured and in stock of Nvidia GPUs that have a current market value of $1.2 billion that will enable the nationwide roll out.
Datavault AI and Scilex have entered into a binding term sheet for a $120 million cash contribution from Scilex, in exchange for the right of Scilex to receive a portion of certain revenues recognized by Datavault AI attributable exclusively to its quantum-ready GPU infrastructure across an estimated 100 cities in the United States (the “Quantum-Ready Edge Network”) with the aggregate annual revenue potential of $10 billion to $100 billion.
PHILADELPHIA & TYSONS CORNER, Va.--(BUSINESS WIRE)--Datavault AI Inc. (NASDAQ: DVLT) (“Datavault AI” or the “Company”), a provider of data monetization, credentialing, digital engagement, and real-world asset ("RWA") tokenization technologies, today ann...
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27.04.26 - 11:12
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DeepSeek takes step away from Nvidia amid export curbs on China (SCMP)
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DeepSeek is touting its ultra-low charges for models unveiled last week, stoking price competition as China challenges the United States in artificial intelligence (AI).
Developers are being offered 75 per cent discounts on the newly released DeepSeek V4 Pro. Fees for input cache hits across the Hangzhou-based company's AI platforms have also been slashed to 10 per cent of the original price. That provides a cost saving for users who frequently make similar or repeat requests.
The V4 Pro and the......
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