Today's trail

Only Exemplary Super Micro Earnings Can Protect It from AI Fears

Super Micro Computer reports fiscal first-quarter earnings after the stock market closes on Tuesday during a trying time for the AI and chip trades.

Fal Announces Series F Led by Bessemer to Expand AI Inference Capacity

Generative-media infrastructure company fal announced on November 3, 2026, a Series F led by Bessemer Venture Partners with NVIDIA as a strategic investor, while also disclosing a Series E led by Sequoia Capital that

Apple Launches Beta Versions of Watch AI Listening Tools, New Health App

Intuit Connect 2026: AI Agents, a New Partner Program, and a Unified Platform Take Center Stage

Intuit Connect 2026, an event packed with three days of product announcements, peer sessions, and strategy discussions. The overarching takeaway: Let AI tools handle routine work while leaving final decisions to the professional.

Nvidia's new 51% rule could shut China's backdoor to AI chips

Nvidia gave the instruction verbally, and it could squeeze both Chinese AI firms and the cloud companies that serve them.

CrowdStrike to shell out nearly $500M for 2 AI security startups as the market for securing agents takes off

CrowdStrike said it will buy Fiddler AI, which makes AI agent observability software, and Dreadnode, which helps companies automate AI security testing.

Cybersecurity Firm Unveils AI 'Kill Switch' To Stop Rogue Agents

CrowdStrike on Tuesday unveiled its artificial intelligence (AI) "kill switch" that aims to stop rogue AI agents in their tracks. CrowdStrike, a leading cloud-based cybersecurity company, unveiled its product after countless instances of rogue agents attacking companies and governments,

AI CEO Warns Chinese Labs Will Use Free Models to "Start Selling Chips" Against Nvidia

Key TakeawaysReflection AI CEO Misha Laskin warned that Chinese labs selling open models abroad will start selling their own chips and data centers along with them. NVIDIA already leaves China out of its outlook,

Broadcom Stock Is Up 2,500% in 10 Years. Can the AI Boom Keep It Going?

Broadcom turned a $10,000 stake into six figures over the last decade, and AI chip revenue is now tripling year over year. Whether the next five years can come close to matching that run depends on a few high-stakes bets playing out exactly right.

Broadcom Stock Is Up 2,500% in 10 Years. Can the AI Boom Keep It Going?

Broadcom turned a $10,000 stake into six figures over the last decade, and AI chip revenue is now tripling year over year. Whether the next five years can come close to matching that run depends on a few high-stakes bets playing out exactly right.