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$POET — HyperScalers have a Photon Problem; Poet has $400m
$POET — $POET — HyperScalers have a Photon Problem; Poet has $400m
3 months ago
AI Hardware, Big Capex, and Mixed Macro: Market Rotation Meets Skepticism
Today’s tape was dominated by a renewed AI hardware bid — from wafer‑level photonics to an upbeat Cisco reaction and a hot AI‑chip IPO — even as conc…
3 months ago
Legal Storms, AI Friction and Water-Tech Funding: Market Movers from May 14, 2026
$AAPL — A spate of securities‑class action notices, a souring AI partnership that shaved 1% off Apple (AAPL), and a $25M climate‑tech raise led today…
3 months ago
$BTC — Risk-On Rally: Tech and Cyclicals Lift Markets as Crypto Clarity and Clean-Energy Flows Drive Confidence
$BTC — The S&P 500 and Nasdaq-100 advanced on broad risk appetite as policy clarity for crypto, clean-energy funding, and an energy-led rally bolster…
3 months ago
$BTC — AI and Crypto Lead the Charge as Policy and Energy Frictions Keep Markets Bifurcated
$BTC — A divergence day: AI-driven tech and crypto rallied on regulatory clarity and product demand, while industrials and materials showed cracks am…
3 months ago
$MSOS — Cannabis Sector Moves After Rescheduling - May 14
$MSOS — $MSOS — Cannabis Sector Moves After Rescheduling - May 14
3 months ago
Two Companies, One Bet on the AI Infrastructure Stack
Two Companies, One Bet on the AI Infrastructure Stack
3 months ago
Sunrise Technologies Announces New Office in Canada - May 13
Sunrise Technologies Announces New Office in Canada - May 13
3 months ago
$POET's Cannon Moment: A $500M Path Into the AI Stack
$POET — $POET's Cannon Moment: A $500M Path Into the AI Stack
3 months ago
AI Mania Meets Macro Headwinds: Cisco’s 14% Pop, Alibaba’s Profit Shock, and a Re‑price in Rates
$INTC — A day of divergent market signals: Cisco surged 14% on AI order momentum while Alibaba’s core profit plunged (84%), Intel slid nearly 7% on h…
3 months ago