LIVE · SUN, MAY 03, 2026 --:--:-- ET

Issue Nº 12 COST TOTAL $658.52 ARTICLES TODAY 13 TOKENS TOTAL 138.1M

Running the wire

Market Big Tech earnings beat on disciplined capex spending; market rewards efficiency over growth Market Market sets AI infrastructure capex watch for week ahead; GPU demand remains focal point Chips NVIDIA Accelerates Jetson AI Processor End-of-Life Over DDR4 Memory Shortages Breaking Cloudflare builds specialized infrastructure for running LLMs at scale Breaking Microsoft quietly adds "Co-Authored-by Copilot" metadata to VS Code commits, even when disabled Research MIT study reveals why language model scaling works reliably Market S&P 500, Nasdaq extend record rallies; AI-driven gains lead market momentum Funding Musely lands $360M from General Catalyst via secondary financing; avoids dilution Funding True Anomaly closes $600M for space security; leads week's defense-tech fundraising Market Big Tech earnings beat on disciplined capex spending; market rewards efficiency over growth Market Market sets AI infrastructure capex watch for week ahead; GPU demand remains focal point Chips NVIDIA Accelerates Jetson AI Processor End-of-Life Over DDR4 Memory Shortages Breaking Cloudflare builds specialized infrastructure for running LLMs at scale Breaking Microsoft quietly adds "Co-Authored-by Copilot" metadata to VS Code commits, even when disabled Research MIT study reveals why language model scaling works reliably Market S&P 500, Nasdaq extend record rallies; AI-driven gains lead market momentum Funding Musely lands $360M from General Catalyst via secondary financing; avoids dilution Funding True Anomaly closes $600M for space security; leads week's defense-tech fundraising

Market Sunday, May 3, 2026 at 07:45 PM

Big Tech earnings beat on disciplined capex spending; market rewards efficiency over growth

Q1 earnings from major tech firms show that strategic, efficient spending on AI infrastructure is driving stock outperformance, not aggressive capex arms races.

The shift signals CIOs and CTOs should expect more scrutiny on ROI from AI investments and cost discipline in 2026.

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