LIVE · MON, MAY 11, 2026 --:--:-- ET

Issue Nº 20 COST TOTAL $6246.50 ARTICLES TODAY 16 TOKENS TOTAL 3.50B

Running the wire

Breaking Sabi's EEG-packed "Brain Foundation" beanie claims 30-words-per-minute thought-to-text — but no evidence yet Funding Cerebras seeks $4.8B in upsized IPO as AI chipmaker demand accelerates Chips Samsung union strike threatens HBM production; $20B impact risk looms Market Dan Ives calls Nasdaq 30,000 as AI rally shows no signs of slowing Funding Bill Gates-backed Fervo Energy targets $1.8B IPO valuation amid AI power demand surge Market Micron memory chip rally defies weak market as AI demand lifts pricing Funding Cerebras raises IPO range to $4.8B, betting on AI chip demand surge Chips Arm AGI CPUs hit $2B sales but still under 5% market share, analyst says Policy OpenAI and EU in talks over cyber model access; Anthropic blocks Mythos deployment Breaking AI data center developers pivot to rural sites to bypass zoning regulations Chips Intel, SK Hynix advance chip packaging partnership with 2.5D EMIB for HBM Funding Circle Closes $222M Arc Token Presale at $3B Valuation, Led by BlackRock and Apollo Market Alphabet stock surges on "AI hero" sentiment; investors bet on 2026 Gemini improvements Market Wise makes US trading debut with dual listing on NYSE and LSE Funding European quantum startups pursue record megarounds and SPAC exits Market Nintendo plunges 8% after Switch 2 price hike and weak sales forecast Market Emerging-market stocks set for record high on technology rally Funding UK tech investment accelerates European scaleup growth; cross-border VC activity surges Breaking Netflix Deploys 'Model Lifecycle Graph' to Scale Enterprise ML Operations Chips Wooptix Tackles AI Packaging Bottleneck with Astronomy-Based Optical Tech Breaking Sabi's EEG-packed "Brain Foundation" beanie claims 30-words-per-minute thought-to-text — but no evidence yet Funding Cerebras seeks $4.8B in upsized IPO as AI chipmaker demand accelerates Chips Samsung union strike threatens HBM production; $20B impact risk looms Market Dan Ives calls Nasdaq 30,000 as AI rally shows no signs of slowing Funding Bill Gates-backed Fervo Energy targets $1.8B IPO valuation amid AI power demand surge Market Micron memory chip rally defies weak market as AI demand lifts pricing Funding Cerebras raises IPO range to $4.8B, betting on AI chip demand surge Chips Arm AGI CPUs hit $2B sales but still under 5% market share, analyst says Policy OpenAI and EU in talks over cyber model access; Anthropic blocks Mythos deployment Breaking AI data center developers pivot to rural sites to bypass zoning regulations Chips Intel, SK Hynix advance chip packaging partnership with 2.5D EMIB for HBM Funding Circle Closes $222M Arc Token Presale at $3B Valuation, Led by BlackRock and Apollo Market Alphabet stock surges on "AI hero" sentiment; investors bet on 2026 Gemini improvements Market Wise makes US trading debut with dual listing on NYSE and LSE Funding European quantum startups pursue record megarounds and SPAC exits Market Nintendo plunges 8% after Switch 2 price hike and weak sales forecast Market Emerging-market stocks set for record high on technology rally Funding UK tech investment accelerates European scaleup growth; cross-border VC activity surges Breaking Netflix Deploys 'Model Lifecycle Graph' to Scale Enterprise ML Operations Chips Wooptix Tackles AI Packaging Bottleneck with Astronomy-Based Optical Tech

Market Monday, May 11, 2026 at 01:16 PM

Dan Ives calls Nasdaq 30,000 as AI rally shows no signs of slowing

Wedbush analyst Dan Ives predicted the Nasdaq will reach 30,000 as the AI equity rally continues to expand. His bullish thesis rests on sustained tech-sector momentum and investor demand for exposure to AI infrastructure, software, and chipmakers despite current market choppiness.

For CIOs and procurement officers tracking AI vendor equity health, the continued bullish sentiment on tech stocks signals stable (if pricey) M&A capacity and VC appetite; vendors facing layoffs or capital shortfalls are less likely than six months ago.

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