Nvidia Powers 52% Of Sovereign AI Projects — So Who's Really Sovereign?

A Center for a New American Security report reveals that Nvidia supplies GPUs for 52% of all tracked sovereign AI infrastructure projects worldwide. While governments pursue AI sovereignty to reduce foreign dependence, the research shows that most sovereign AI initiatives still rely heavily on U.S. technology companies, particularly Nvidia, across the compute stack. This creates a paradox where technological independence efforts remain dependent on American suppliers.

05/22/2026, 1:16 PM • Benzinga

Data Center Semiconductor Market to Hit $265.8 Billion by 2029 - Outlook, Trends & Forecast

The global data center semiconductor market is projected to grow from USD 86.8 billion in 2024 to USD 265.8 billion by 2029, with a CAGR of 25.1%. Growth is driven by the shift toward custom silicon, specialized processor design, and AI workload acceleration. Edge processors/GPUs are expected to capture the largest market share, while 48V hot swap controllers and temperature sensors will see significant demand growth.

05/22/2026, 10:00 AM • GlobeNewswire

Threat Intelligence Market: USD 18.85 Billion by 2031 with Strategic Intelligence Segment Accounting for 33.60% Revenue Share – Reports Mordor Intelligence

The global threat intelligence market is projected to grow from USD 10.38 billion in 2026 to USD 18.85 billion by 2031, registering a 12.7% CAGR. Growth is driven by rising cyberattacks, AI-powered threat detection adoption, and increasing demand for real-time cybersecurity monitoring across BFSI, healthcare, government, retail, and IT & telecom sectors.

05/22/2026, 3:37 AM • GlobeNewswire

Nasdaq 100 Drops After Nvidia's Earnings, Oil Reclaims $100: Stock Market Today

U.S. stocks edged lower Thursday as Treasury yields rebounded and crude oil climbed above $100 a barrel amid fading optimism over a U.S.-Iran agreement. Despite Nvidia's blockbuster earnings beat with $81.6B revenue, the Nasdaq 100 fell 0.6%. The S&P 500 declined 0.3% while the Russell 2000 gained slightly. IBM surged 8% on a $1B CHIPS Act award, while Intuit plummeted 20.2% on job cut announcements.

05/21/2026, 12:56 PM • Benzinga

Carahsoft Canada Inc. and Partners Showcase Defense and Security Solutions at CANSEC 2026 in Ottawa, Canada, May 27–28

Carahsoft Canada Inc. will exhibit at CANSEC 2026, Canada's leading defense and security event on May 27-28 in Ottawa, alongside over 10 technology partners. The event will feature 300+ exhibiting companies and 3,300+ meeting participants including senior military officials and government leaders. Carahsoft will host a networking reception and showcase solutions across defense, security, and emerging technologies.

05/21/2026, 9:00 AM • GlobeNewswire

Palo Alto Networks Up 70%: Can the Rally Last Into June?

Palo Alto Networks (PANW) has surged 70% in less than two months, reaching record highs with an RSI of 87, driven by the launch of its Idira identity security platform, strong analyst sentiment, and increased enterprise cybersecurity spending. While technical indicators suggest potential exhaustion, multiple analysts have raised price targets and reiterated outperform ratings, citing strong fundamentals and upcoming earnings in early June.

05/20/2026, 8:23 AM • Investing

Enterprise Network Infrastructure Market Outlook 2026-2032: Trends, Growth Challenges, Regional Opportunities & Strategies, $73.9 Billion Roadmap

The global Enterprise Network Infrastructure market is projected to grow from $55.3 billion in 2025 to $73.9 billion by 2032, at a CAGR of 4.2%. Growth is driven by increased data consumption, cloud computing adoption, hybrid work models, 5G expansion, AI-driven network management, and edge computing deployments. The Routers & Switches segment is expected to reach $31.1 billion by 2032, while China is forecasted to grow at 7.9% CAGR.

05/20/2026, 4:57 AM • GlobeNewswire

This Artificial Intelligence (AI) Semiconductor Company Has a $146 Billion Opportunity That No One Is Talking About. Here's Why the Stock Still Isn't a Buy.

Poet Technologies is developing optical interconnects for AI data centers with access to a potential $146 billion market opportunity by 2040. However, despite the massive addressable market and a $500 million deal with Lumilens, the company's stock is overvalued relative to its current $1.1 million in annual sales and early-stage commercialization status. Larger competitors like Broadcom, Cisco, and Marvell have entrenched positions that make it difficult for Poet to capture significant market share.

05/19/2026, 9:21 AM • The Motley Fool

What’s the Next Big Thing in HR Tech? Find Out at Pitchfest 2026

HR Tech 2026 conference, taking place October 20-22 in Las Vegas, announces the return of its Pitchfest startup competition with increased prize money up to $40,000 and introduces the second annual HR Icons awards program. The event will feature seven award categories for companies with 500+ employees, recognizing excellence in workplace culture, diversity, talent strategy, and HR innovation. Nominations for HR Icons close June 5, 2026, while Pitchfest applications close August 20, 2026.

05/19/2026, 7:00 AM • GlobeNewswire

The Major Differences Between this Bull Stock Market and the Late 1990’s

The article compares the current bull market to the late 1990s tech bubble, identifying five key differences: (1) better accounting quality today vs. the 1990s fraud era, (2) less retail euphoria despite strong semiconductor gains, (3) broader market diversification with international and emerging markets performing well rather than concentration in large-cap tech, (4) fewer IPOs compared to the 1990s tech craze, and (5) recent poor breadth in the market. The author notes sentiment around tech trading is more measured today, though warns that risk can emerge quickly as markets are powerful in both directions.

05/18/2026, 6:12 AM • Investing

Rocket Lab, Tower Semiconductor, And Palo Alto Are Among Top 10 Large-Cap Gainers Last Week (May 11-May 15): Are the Others in Your Portfolio?

Large-cap technology and AI-linked stocks dominated Wall Street's top gainers last week, with companies in semiconductors, cybersecurity, and digital infrastructure leading gains. Tower Semiconductor surged 28.48% after beating earnings and securing a $1.3 billion contract, while Cisco jumped 22.4% on strong results and analyst upgrades. Other notable gainers included Rocket Lab (18.08%), Palo Alto Networks (16.76%), and Applied Optoelectronics (25.36%).

05/17/2026, 9:21 AM • Benzinga

Consumer Tech News (May 11-15): Trump–Xi Talk Fails to Deliver Chip Deal, Elon Musk vs. OpenAI Trail & More

Global semiconductor stocks retreated after Trump and Xi's summit failed to announce major chip agreements or breakthroughs on NVIDIA's China business. Key developments include Taiwan Semiconductor's $31.28B capital spending approval for AI chip manufacturing, Meta offering free WhatsApp access to competing AI developers to resolve EU antitrust concerns, Trump Mobile delivering delayed $499 smartphones, and the Elon Musk vs. OpenAI trial concluding with closing arguments. Notable earnings included strong results from Applied Materials, Cisco, and Tower Semiconductor, while Alibaba reported mixed results and Birkenstock faced margin pressures.

05/17/2026, 9:20 AM • Benzinga

Stock Market: Will S&P 500 Open Up Or Down Today?

The S&P 500 closed at a record 7,501.24 on Thursday, rising 0.77%, but Polymarket traders predict a lower opening on Friday. While strong earnings and AI enthusiasm support equities, concerns about stretched valuations, narrow market concentration in tech megacaps, and geopolitical tensions with Iran weigh on sentiment. S&P 500 futures were down 0.37% early Friday.

05/15/2026, 5:17 AM • Benzinga

Fiber Optics Market Size to Worth USD 19.73 Billion by 2035 | Research by SNS Insider

The global fiber optics market is valued at USD 9.99 billion in 2025 and is projected to reach USD 19.73 billion by 2035, growing at a CAGR of 7.02%. Growth is driven by 5G deployment, hyperscale data center expansion, AI infrastructure investment, and broadband development initiatives. Multi-mode fibers dominate with 51.3% market share, while the telecom segment leads applications at 40.3%. Asia Pacific and North America are key growth regions.

05/15/2026, 3:30 AM • GlobeNewswire

Stock Market Today, May 14: U.S. Indexes Move Higher as Cisco Pops and AI-Chipmaker Cerebras Debuts

U.S. stock indexes reached record highs on May 14, 2026, driven by strong AI sector performance. Cisco Systems surged over 10% following an earnings beat and announcement of growing AI infrastructure orders ($5B to $9B). Newly public Cerebras Systems nearly doubled from its IPO price, while Nvidia gained 4% amid reports of potential China chip sales approval. Broadcom also climbed 5% to a 52-week high, though some software stocks like Palantir experienced profit-taking.

05/14/2026, 5:04 PM • The Motley Fool