Headlines
•NVIDIA and IREN announce strategic partnership — up to 5 GW of NVIDIA DSX deployment planned
•Microsoft Agent 365 becomes generally available — control plane for enterprise AI agents launched May 1
•Meta expands WhatsApp AI partnership with Genesys — multi-modal AI tools integrated for business communications
•The 1 Energy Stock I'd Buy if I Could Only Pick One Right Now
•Vaalco Energy Q1 operational inflection point — company prepares for higher production from offshore Gabon and Baobab restart
•Semiconductor sector adds $3.8 trillion in market cap over six weeks — AI demand broadening
•Bullish acquires Equiniti for $4.2 billion — building tokenized securities infrastructure