LIVE · THU, MAY 14, 2026 --:--:-- ET

Issue Nº 23 COST TOTAL $9259.29 ARTICLES TODAY 16 TOKENS TOTAL 5.34B

Running the wire

Funding Most Active US VC Investors in April: A16Z, Khosla, Y Combinator, Big Tech Lead Chips China accelerates homegrown AI chip production as Nvidia export limits persist Market AMD captures 46% of server x86 CPU revenue amid datacenter demand surge Market Tech stocks rally as Cisco highlights ongoing AI infrastructure demand Chips Indian ferrite industry surges on EV demand, China supply fears Chips Power crisis looms: 49,000 Lake Tahoe residents could lose electricity to AI data centers Breaking Jensen Huang China Trip Approved by Trump Administration Market NVIDIA partner Hon Hai posts record profit; AI server sales fuel jump Breaking CZ: Crypto is "the most native payment layer" for AI agents Market Blackstone launches $1.75B data-center REIT IPO; infrastructure bet intensifies Market AI Bond Binge Overwhelms Wall Street, Pushing Alphabet Overseas Market Cerebras IPO Prices Above Range as AI Infrastructure Demand Surges Chips MRAM memory gets dedicated standards working group Breaking Microsoft feared overdependence on OpenAI, trial testimony reveals Market Fervo Energy Soars 35% After $1.89B Geothermal IPO Market Cisco Surges 14% on AI Orders Boom; Cuts 4,000 Jobs Market Cerebras IPO prices at $185/share; AI chip company heads to public markets Breaking Anthropic launches Claude Platform on AWS with enterprise AI services Market Anthropic eyeing $900B valuation in new funding round: Bloomberg Breaking Palo Alto Networks Warns AI-Driven Cyberattacks Will Become 'New Norm' Within Months Funding Most Active US VC Investors in April: A16Z, Khosla, Y Combinator, Big Tech Lead Chips China accelerates homegrown AI chip production as Nvidia export limits persist Market AMD captures 46% of server x86 CPU revenue amid datacenter demand surge Market Tech stocks rally as Cisco highlights ongoing AI infrastructure demand Chips Indian ferrite industry surges on EV demand, China supply fears Chips Power crisis looms: 49,000 Lake Tahoe residents could lose electricity to AI data centers Breaking Jensen Huang China Trip Approved by Trump Administration Market NVIDIA partner Hon Hai posts record profit; AI server sales fuel jump Breaking CZ: Crypto is "the most native payment layer" for AI agents Market Blackstone launches $1.75B data-center REIT IPO; infrastructure bet intensifies Market AI Bond Binge Overwhelms Wall Street, Pushing Alphabet Overseas Market Cerebras IPO Prices Above Range as AI Infrastructure Demand Surges Chips MRAM memory gets dedicated standards working group Breaking Microsoft feared overdependence on OpenAI, trial testimony reveals Market Fervo Energy Soars 35% After $1.89B Geothermal IPO Market Cisco Surges 14% on AI Orders Boom; Cuts 4,000 Jobs Market Cerebras IPO prices at $185/share; AI chip company heads to public markets Breaking Anthropic launches Claude Platform on AWS with enterprise AI services Market Anthropic eyeing $900B valuation in new funding round: Bloomberg Breaking Palo Alto Networks Warns AI-Driven Cyberattacks Will Become 'New Norm' Within Months

Market Thursday, May 14, 2026 at 10:01 AM

Tech stocks rally as Cisco highlights ongoing AI infrastructure demand

Tech equities extended gains Wednesday as Cisco's earnings and guidance highlighted sustained enterprise AI buildout, driving the broader semiconductor and software sectors higher. Investors are wagering on multi-year capex cycles as data-center operators deploy generative AI workloads.

Wall Street's confidence in the AI spending narrative remained intact despite some margin pressure. Networking and systems vendors signaled that demand for infrastructure modernization—switches, storage, and accelerators—continues to outpace supply in key geographies.

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