Headlines
•Nebius Group (NBIS) swings to Q1 profit, shares hit new all-time high
•TSMC forecasts global chip market to exceed $1.5 trillion by 2030, up from prior $1 trillion estimate
•Salesforce secures $72 million U.S. Air Force agreement as part of $5.6 billion DoD contract
•IAC reports Q1 revenue shortfall vs Wall Street expectations, stock declines
•Ryan Cohen escalates eBay bid after $56B offer rejected — eBay board faces shareholder vote pressure
•Cisco reports record $15.8B Q3 revenue, guides Q4 revenue $16.7B-$16.9B — $9B AI hyperscaler orders in FY26
•Nvidia Reports Earnings This Month, and I'm Not Buying Shares. 1 AI Stock to Buy Now Instead.