Uber Expands Robotaxi Operations with Hertz Deal, Shifts Strategy Ahead of Earnings
Technology Sarah Chen

Uber Expands Robotaxi Operations with Hertz Deal, Shifts Strategy Ahead of Earnings

Uber is expanding its robotaxi operations by partnering with Hertz's Oro Mobility for fleet management, signaling a strategic shift toward direct operations. The move comes ahead of Uber's Q1 earnings.

UBER HTZ LCID GOOGL TSLA NVDA
Trump Media CEO Weighs Truth Social Spin-Off Amid $712M Loss
Analysis Daniel Marsh

Trump Media CEO Weighs Truth Social Spin-Off Amid $712M Loss

Interim CEO Kevin McGurn is evaluating a spin-off of Truth Social and Truth+ from Trump Media's crypto and fusion energy units. DJT reported a $712.3 million net loss on $3.7 million revenue in 2025.

DJT
Oklo Insider Stock Sales Raise Eyebrows Ahead of Q1 Earnings Release
Markets Daniel Marsh

Oklo Insider Stock Sales Raise Eyebrows Ahead of Q1 Earnings Release

Oklo executive Caroline Cochran filed to sell up to 300,000 Class A shares worth $21.75 million, just before the company's Q1 earnings report. Shares closed down 2.9% at $70.40.

OKLO
CoreWeave Q1 Earnings Loom After $154M Insider Sale
Earnings James Calloway

CoreWeave Q1 Earnings Loom After $154M Insider Sale

CoreWeave reports Q1 earnings on May 7, after a $154 million stock sale by Magnetar entities. The Nvidia-backed AI cloud firm must prove demand is translating into revenue.

CRWV NVDA ORCL
Applied Materials Secures 140 Acres in Karnataka for AI Chip R&D Hub
Technology Sarah Chen

Applied Materials Secures 140 Acres in Karnataka for AI Chip R&D Hub

Karnataka approved 140 acres for Applied Materials near Bengaluru airport for AI chip R&D. The land is valued at ₹780 crore, with final clearances pending.

AMAT
Chipotle Tests $2.50 Tacos to Boost Afternoon Traffic Amid Margin Squeeze
Earnings James Calloway

Chipotle Tests $2.50 Tacos to Boost Afternoon Traffic Amid Margin Squeeze

Chipotle is offering $2.50 tacos in Kansas City, Orlando, and Tampa from 2-5 p.m. weekdays through June 2, aiming to capture snack-time demand amid margin pressure.

CMG
Asia's Tech Stocks Surge as Nvidia's Physical AI Strategy Reshapes Supply Chain
Technology Sarah Chen

Asia's Tech Stocks Surge as Nvidia's Physical AI Strategy Reshapes Supply Chain

Nvidia's focus on physical AI is reshaping its supply chain, with Asian suppliers now representing 90% of production costs. Stocks like LG Electronics and Samsung rise as AI demand broadens.

NVDA SSNLF
Teradyne's AI-Driven Record Revenue Faces Second-Half Uncertainty
Earnings James Calloway

Teradyne's AI-Driven Record Revenue Faces Second-Half Uncertainty

Teradyne posts record Q1 revenue of $1.282B, nearly doubling YoY on AI chip test demand, but management warns of weak second-half visibility and order timing risks.

TER
NextEra Energy to Build 3 GW Solar for Arizona Utility Amid Data Center Boom
Markets Daniel Marsh

NextEra Energy to Build 3 GW Solar for Arizona Utility Amid Data Center Boom

NextEra Energy will develop 3,000 MW of solar for Salt River Project in Arizona to meet rising power demand from data centers. The first 500 MW are scheduled for 2029.

NEE
IonQ Q1 Earnings Preview: Revenue Targets and SkyWater Deal Under Scrutiny
Earnings James Calloway

IonQ Q1 Earnings Preview: Revenue Targets and SkyWater Deal Under Scrutiny

IonQ reports Q1 earnings May 6 with $48-$51M revenue guidance and up to $330M adjusted EBITDA loss. SkyWater acquisition faces FTC review.

IONQ
MaxLinear's AI Data-Center Pivot Under Pressure as Stock Surges Past Analyst Targets
Technology Sarah Chen

MaxLinear's AI Data-Center Pivot Under Pressure as Stock Surges Past Analyst Targets

MaxLinear shares surged 9.1% to $77.18 after infrastructure revenue overtook broadband, driven by AI data-center chips. But the stock now trades above analyst targets, raising execution and valuation concerns.

MXL
TSMC's Longtan Revival: AI Chip Expansion Faces Hurdles
Technology Sarah Chen

TSMC's Longtan Revival: AI Chip Expansion Faces Hurdles

The Longtan Science Park expansion has been revived, potentially hosting TSMC's next-gen chip fabs with up to NT$600 billion in investment, pending land and environmental approvals.

TSM