Adam Levine

Adam Levine

Senior Writer

LATEST ARTICLES

Cerebras Raises IPO Price. Chip Stocks Are Still Hot.

Cerebras Raises IPO Price. Chip Stocks Are Still Hot.

Cerebras is looking to sell 30 million shares at a price between $150 and $160.

4 minute read

Big Tech Keeps Piling On AI Debt. Spending Is Set to Soar.

Big Tech Keeps Piling On AI Debt. Spending Is Set to Soar.

Gone are the days when operating cash flow could cover the bills. 2026 is shaping up to be a milestone year.

2 minute read

In Rush to Buy CPUs, Intel Won’t Be the Only Winner

In Rush to Buy CPUs, Intel Won’t Be the Only Winner

The rise of AI agents is swinging attention back to the main brain of data-center computing, the CPU.

Long Read

Apple May Become an Intel Customer Again

Apple May Become an Intel Customer Again

Intel stock was up 16% in midday trading on the news; it has risen 246% this year.

2 minute read

CoreWeave Stock Falls After Earnings. Why a Revenue Beat Wasn't Enough.

CoreWeave Stock Falls After Earnings. Why a Revenue Beat Wasn't Enough.

Revenue for the quarter reached $2.08 billion, up 112% on the year. But operating income fell a bit short of estimate.

4 minute read

Datadog Soars. It’s a Software Bright Spot.

Datadog Soars. It’s a Software Bright Spot.

The software company reports better-than-expected earnings and revenue for the first quarter.

2 minute read

Arm Stock Slides. Demand Might Be Too Strong.

Arm Stock Slides. Demand Might Be Too Strong.

Arm said it would soon see $2 billion in revenue from a new home-made chip, twice its previous estimate.

3 minute read

AMD Stock Soars on Earnings and Growing Confidence About AI

AMD Stock Soars on Earnings and Growing Confidence About AI

AMD’s latest quarter was boosted by revenue growth of 57% in the company’s AI-driven data-center segment.

4 minute read

Why Palantir Can’t Stop Talking About AI Slop

Why Palantir Can’t Stop Talking About AI Slop

Palantir execs say the company has a unique ability to stop the slop plaguing AI models. It’s worth hearing them out.

3 minute read

Palantir Beat on Every Key Earnings Metric. Why Its Stock Still Fell.

Palantir Beat on Every Key Earnings Metric. Why Its Stock Still Fell.

Palantir beat expectations on all its key metrics: sales, adjusted operating margin, and adjusted free cash flow margin.

4 minute read

Roblox’s Stock Tumble Could Prove to Be a Buying Opportunity—Eventually

Roblox’s Stock Tumble Could Prove to Be a Buying Opportunity—Eventually

Roblox is taking a short-term hit on business with a bigger goal in mind: Becoming one of the primary social media destinations in the world.

4 minute read

Sandisk Stock Rises After Excellent Earnings Report

Sandisk Stock Rises After Excellent Earnings Report

SanDisk reports better-than-expected earnings after a massive run fueled by AI data-center demand, tight supply, and rising storage prices.

3 minute read

Protecting Kids Is Bad for Business, Roblox Learns

Protecting Kids Is Bad for Business, Roblox Learns

Shares plummet after the online gaming platform issues weak booking guidance.

4 minute read

AI Spending Is Rewriting Big Tech’s  Playbook

AI Spending Is Rewriting Big Tech’s Playbook

Investors increasingly want clear signs that AI is paying off. In the latest quarter, only one Big Tech firm truly made the case.

Long Read

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