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Meta Raises 2026 Capex to $125–$145B to Accelerate AI Compute

Strong ad results and the launch of Muse Spark underpin a rapid, multi‑year compute push that leaves investors watching for timely returns.

Kioxia Sees ¥1.3 Trillion Quarterly Profit, Plans U.S. ADS Listing After AI-Driven Surge

Intel Falls 2.6% After Hot Inflation Hits Chip Rally

Peltz’s Trian Seeks Backers for Potential Wendy’s Take-Private

Twilio Lifts 2026 Outlook After Q1 Beat as Shares Spike

Beyond Meat Jumps Again as Retail Frenzy and Short Squeeze Build Before May 6 Earnings

Broadcom’s AI Boom Lifts It to $2 Trillion Brush as It Samples New Wi‑Fi 8 Chips

Lumentum Flashes Bullish Signal Before Earnings With 19% Move Priced In

Rambus Sinks After In‑Line Q1 as Wide Q2 Outlook Disappoints

IREN Stock Jumps 7.5% as AI Cloud Pivot Draws New Buying

Gloo Lifts 2026 Sales Outlook After Q4 Surge, Maps Profitability Targets

Sazerac Explores Deal for Jack Daniel’s Owner as Pernod Talks Continue

Nebius Seals $27 Billion Meta Deal and Gains $2 Billion From Nvidia to Ramp AI Data Centers

Apollo Faces Securities Class Action Over Disclosures on Epstein Ties

Nvidia Projects At Least $1 Trillion In AI‑Chip Revenue By 2027 As It Details New Platforms And Deals

Titan Profit Jumps 61% on Festive Jewellery Surge in Q3 FY26

Pelican Bay Capital Exits CME Group and On Semiconductor After Rally, Cites Portfolio Limits

Glencore, Rio Tinto Confirm Merger Talks That Could Forge Mining’s Largest Company

Eli Lilly to Acquire Ventyx Biosciences for $1.2 Billion in Bet on Oral NLRP3 Drugs

Trent Sinks 10% in Two Days After Q3 Update Shows Slower Growth