Viewing archive Thu, Apr 30

Archive

Trusted sources

65 Avg Signal
1 Verified
100% Linked
reuters.com 7x · 17/20
techcrunch.com 5x · 14/20
cnbc.com 5x · 8/20
fortune.com 4x · 8/20
x.com 3x · 10/20

Quick takes

PocketOS AI agent (Cursor/Claude) nukes prod DB/backups in 9s; no human in loop
AI
Meta raises 2026 AI capex to $125-145B (+$10B), shares -10%
Big Tech
Meta raises 2026 AI capex to $125-145B, shares -10%
Big Tech
Qualcomm teases full-throttle AI chips for datacenters post-earnings
Chips
AI datacenter power: Gas turbines booked to 2030, blade bottleneck.
Energy
Cursor SDK: Local/cloud agents w/ full Cursor harness, open starters on GitHub
Startups
Anthropic preps $50B raise at $900B+ val amid Claude surge
Startups
Mistral Medium 3.5 hits 77.6% SWE-Bench Verified, new open flagship
Models

Market Pulse

AI Pulse
42/100
bearish

Big Tech dips post-earnings on capex hikes despite AI demand proof; META -8%, MSFT -5%

META -8%
Meta Platforms labs
MSFT -5%
Microsoft labs
GOOGL +4%
Alphabet labs

Recurring Movers

GOOGL 11 hits · +3.5%
META 10 hits · -1.2%
NVDA 8 hits · +1.8%
MSFT 6 hits · +4.5%