NVIDIA Becomes First $5T Company, Chip Industry Hits $1T Revenue, Dassault Partnership
February 7, 2026: NVIDIA makes history as the first company to reach $5 trillion market cap. The semiconductor industry crosses $1 trillion in annual revenue. Jensen Huang and Dassault announce an industrial AI partnership.
Big Tech's $650B AI Spending Plan, The Dark Side of AI Hits Markets, Trade Splinters
February 6, 2026: Four tech giants plan $650 billion in AI spending for 2026. The NYT examines AI's dark side weighing on markets. The global AI trade fractures as investors get more selective.
Anthropic Launches Opus 4.6, Google Takes AI Lead Over OpenAI, Cowork Enters Finance
February 5, 2026: Anthropic releases Claude Opus 4.6 with enhanced capabilities. Google pulls ahead of OpenAI with stellar AI growth. Bloomberg reports Cowork's expansion into financial research automation.
Anthropic's Cowork Triggers Wall Street Panic, Super Micro Surges, Alphabet Reports
February 4, 2026: Anthropic's Cowork AI tool sends shudders through software stocks as CNN reports Wall Street is panicking. Super Micro jumps 14% on AI server demand. Alphabet's earnings reveal massive AI spending increase.
Anthropic's Legal Plugin Triggers $285B Market Rout, SaaS Stocks Crater
February 3, 2026: Anthropic launches Cowork legal plugins that spark a $285 billion stock selloff across software, financial services, and asset management. The AI disruption wave hits professional services.
SpaceX Merges with xAI, OpenClaw Goes Global, DHS Uses AI Deepfakes
February 2, 2026: Elon Musk merges SpaceX with xAI for space-based AI compute. OpenClaw emerges as the most talked-about AI agent of 2026. The DHS is caught using AI-generated videos. OpenAI announces GPT-4o retirement.
AI at Sundance: Can It Solve Hollywood?, AMD's AI Chip Opportunity, Suno Joins Warner Music
February 1, 2026: Sundance panels explore AI's role in solving Hollywood's biggest problems. AMD positions itself as a viable AI chip alternative. AI music platform Suno partners with Warner Music for distribution.
Microsoft Earnings Disappoint, China's Lunar New Year AI Blitz, Apple Acquires Q.ai
January 31, 2026: Microsoft plunges on record AI spending and slowing cloud growth. Chinese AI labs launch a wave of models during Lunar New Year. Apple acquires Israeli audio AI startup Q.ai.
Apple Plans Siri AI Overhaul, Amazon Cuts 16,000 Jobs, 90% Can't Spot AI Video
January 30, 2026: Apple's Gemini-powered Siri overhaul codenamed Campos leaks. Amazon lays off 16,000 employees in its AI pivot. Research shows 90% of people can't distinguish AI video from real footage.
OpenAI Seeks $100B Mega-Round, NVIDIA-Microsoft-Amazon to Invest $60B
January 29, 2026: OpenAI enters talks to raise up to $100 billion at a $750B+ valuation. NVIDIA, Microsoft, and Amazon negotiate $60 billion in investments. Apple completes Q.ai acquisition.
Amazon Cuts 16K Jobs, Microsoft Reports Record AI Spend, S&P 500 Hits 7,000
January 28, 2026: Amazon announces 16,000 layoffs amid its AI pivot. Microsoft reports record capital spending. The S&P 500 surges above 7,000 for the first time on AI optimism. Meta declares 2026 the year AI drives performance.
DeepSeek Anniversary: One Year Later, Moonshot AI Launches, NVIDIA Rally Vindicated
January 27, 2026: One year after the DeepSeek shock, the AI industry has roared back stronger. Moonshot AI launches ahead of DeepSeek's next release. NVIDIA's rally proves DeepSeek fears were unfounded.
Big Tech Earnings Preview, Google DeepMind Acqui-Hires Hume AI, AI Adoption Surges
January 26, 2026: Big Tech earnings week begins with AI investment ROI in the spotlight. Google DeepMind hires Hume AI's CEO for emotional intelligence. A new poll shows Americans rapidly adopting AI at work.
AI Data Centers to Consume More Than Japan, NYT Questions AI Judgment, Davos Wrap-Up
January 25, 2026: MIT finds AI data centers will consume more electricity than Japan. The NYT argues AI can't make thoughtful decisions. Davos 2026 wraps up with AI as the defining theme.
Davos: Jobs Take Center Stage, Meta Superintelligence Labs Deploys, Microsoft VibeVoice
January 24, 2026: At Davos 2026, AI job displacement fears give way to adaptation focus. Meta's Superintelligence Labs deploys new internal AI models. Microsoft releases VibeVoice for 60-minute audio transcription.
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