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UNBELIEVABLE: 57 - The Untold Story

Monolithic Power Systems: AI Stock Beat, Raised and Upgraded Post-Earnings

Monolithic Power Systems has surged more than 70% in 2026, and analysts are calling for more gains after its latest earnings report.

MarketBeat

Nvidia Stock’s Growth Story May Not Be Over Yet

Nvidia stock has looked a lot more grounded over the last year compared to the kind of parabolic rally we saw in the preceding couple of years. Can NVDA stock still deliver good returns?

Barchart

Nvidia CEO Jensen Huang says China should not have Blackwell or Rubin AI GPUs — firmly states US should have 'the first, the most, and the best' when it comes to AI hardware

Nvidia's Jensen Huang reiterates that American companies should be able to ship their products globally, but maintains that the latest AI accelerators should remain in America.

Tom’s Hardware

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Michael Burry Dumps GameStop — Warns $55.5bn eBay Takeover Is 'Road To Capitalist Hell'

Michael Burry criticizes GameStop's $55.5 billion bid for eBay, citing concerns over financing and strategic direction. He suggests alternative acquisition targets like Wayfair.

International Business Times UK

Resident Evil Requiem producer says the negative reaction players had to Nvidia's DLSS 5 yassification of Grace Ashcroft was 'positive' because 'it meant we got the design right'

Resident Evil Requiem producer Masato Kumazawa has said the negative reaction to Nvidia's DLSS 5 version of Grace Ashcroft from players meant Capcom achieved the best design for the character.

TechRadar

'In China we have now dropped to zero': CEO Jensen Huang bemoans Nvidia's market share and calls for US to export AI 'like crazy'

Restricting sales of GPUs to China has 'backfired.'

PC Gamer

China pushes for 70% homegrown silicon wafer use as domestic firm ramps up 12-inch production — government seeking to localize critical chip supply chain amid AI boom and export restrictions

China is targeting 70% local wafer sourcing as firms like Eswin scale 12-inch production, aiming to reduce reliance on foreign suppliers and support growing AI chip demand.

Tom’s Hardware

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I saw the Windows 10 users holding out in Steam and wondered: Is this by choice, or are you priced out of PC gaming upgrades?

Valve's new hardware survey shows that a quarter of Windows users are holding on to Windows 10, while the most popular PC components paint a broader picture.

Windows Central

NVIDIA’s China Connection: Investor Risks With Earnings Ahead

NVIDIA faces risks but the rewards outweight them, as upside potential continues to grow under the influence of AI demand.

MarketBeat

Sequoia-backed Astrocade raises $56 million to let everyone build games

Astrocade, launched publicly less than a year ago, already has about five million monthly active users.

Fortune

Supermicro's co-founder allegedly smuggled $2.5 billion in Nvidia-chipped servers to China—now the whole company is under the microscope

The company will report financial results on Tuesday after disclosing it has launched an internal probe that could reshape its management and future with the Department of Justice.

Fortune

New server-focused SPEC CPU 2026 benchmarking suite has results for a Raspberry Pi 5 — updated tools feature more tests and can run a wide range of systems

The SPEC CPU 2026 features more tests and an emphasis on portability, running on everything from fleets of servers down to a Raspberry Pi.

Tom’s Hardware

MSI has won me back with the new Stealth 16 AI+ (2026)

The MSI Stealth 16 AI+ (2026) sports a brand new look with upgraded internals for strong overall performance and solid battery life but upgrades don’t come cheap.

Tom’s Guide

Google Brushes Off Staff Revolt Over 'Proudly' Signing Trump Pentagon AI Deal

Google's AI partnership with the Pentagon has sparked dissent, with employees fearing misuse in military operations amid ethical concerns over AI's role in defense.

International Business Times UK

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TechRadar

Micron CEO warns 'AI is in very early innings' and it will 'need more memory' — another ominous sign the RAM crisis isn't going anywhere

Micron has warned on the gravity of the RAM crisis, meaning that every major memory chip maker has now done so.

GamesRadar

Capcom's glad we hated Resident Evil Requiem's terrible DLSS 5 AI demo, because it means fans "really liked the original design of Grace"

"Grace quickly established herself as a fan favourite"

Barchart

Dear CoreWeave Stock Fans, Mark Your Calendars for May 7

Investors may want to keep CoreWeave firmly on their radar as it gears up to unveil its Q1 earnings on May 7.

Windows Central

Valve says it's working on Steam Deck 2, but that probably doesn't mean what you think — Could it have an ARM-based future?

Valve has confirmed that it's working on a successor to the Steam Deck, but that doesn't mean you should expect it anytime soon. Here's why an ARM-based SoC makes a lot of sense for the platform in the current tech landscape.

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Tom’s Hardware

Intel's Arc Pro B70 workstation GPU with 32GB of VRAM gets tested in games — Roughly twice as fast as Arc B580 on average, beats RTX 5060 Ti in some titles

In a new review for the Arc Pro B70, the workstation GPU performs rather well across five games tested at 1440p resolution. On average, it loses to the RTX 5060 Ti 16GB in traditional raster but beats it in ray tracing. Overall, the B70 was only 2.9% behind the 5060…

Tom’s Hardware

Nvidia's exposure to Asian supply chains for components hits 90% of its production costs — marked increase from 65% could intensify as physical AI adds even more exposure

Asian suppliers now represent roughly 90% of Nvidia's production costs, up from about 65% a year earlier, according to data compiled by Bloomberg.

Barchart

Amazon Stock Forecast: Could AI and Chips Make AMZN a $4 Trillion Company?

Amazon could be the next Magnificent 7 stock to hit a $4 trillion market cap. Here's why.

Euronews

Anthropic in talks to secure UK-based Fractile AI chips and diversify supply

Anthropic is reportedly in discussions to procure high-performance AI chips from Fractile, a London-based start-up. The agreement aims to diversify the hardware supply chain of the Claude creator, namely away from Nvidia.

Euronews

What is Mark Zuckerberg’s Biohub and can it build AI models of human cells to cure all disease?

Mark Zuckerberg and Priscilla Chan’s Biohub is investing $500 million to build AI models of human cells, as tech giants race to bring artificial intelligence into biology.

Tom’s Hardware

Nvidia accelerates end-of-life for some Jetson AI processors due to memory shortages — RAMpocalypse sends older DDR4-based modules to the great scrapheap in the sky

Nvidia is apparently discontinuing some older embedded platforms earlier than anticipated, but this is mostly about market reality finally catching up, not abrupt discontinuation.

Tom’s Hardware

Anthropic in early talks to buy DRAM-less AI inference chips from UK startup — Fractile's SRAM architecture reduces need for pricey memory during extreme pricing and shortage crunch

Anthropic has reportedly held early discussions with London-based chip startup Fractile about purchasing the company's inference accelerators.

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