Headlines
•AMD management expresses increased confidence in AI position — Server CPU opportunity cited at $120 billion
•Angi suspends guidance and pivots to AI-native marketplace — Shares fall 28.6%
•DoubleVerify reports Q1 revenue growth of 10% year over year — Newer AI, social media, and streaming TV products gain traction
•Nvidia commits over $40 billion to AI investments in early 2026 — Includes major stake tied to OpenAI
•Shoals Technologies Q1 Revenue Surges 75% to Record $758M Backlog — SHLS
•Array Technologies Posts Record $2.4B Orderbook Despite Q1 GAAP Loss — ARRY
•[Yeahmobi Insight] One in Six People Now Uses AI: A Turning Point for Global Advertising Strategies