DeadStack Afternoon Tech Report

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Thurs, May 7, 2026: Cloudflare cuts; Coreweave & Coinbase earnings, Bumble axes the swipe, Nvidia invests in 5GW DC.

Thurs, May 7, 2026: Cloudflare cuts; Coreweave & Coinbase earnings, Bumble axes the swipe, Nvidia invests in 5GW DC.

Cloudflare, Coinbase and Coreweave all start with C.

May 7, 2026

Weds, May 6, 2026: NVIDIA x Corning; SpaceX plots a 55bn fab; Samsung passes 1T, Adobe goes Agentic, Anthropic buys xAI compute, ARM CPUs in demand

Weds, May 6, 2026: NVIDIA x Corning; SpaceX plots a 55bn fab; Samsung passes 1T, Adobe goes Agentic, Anthropic buys xAI compute, ARM CPUs in demand

Plus: Kids are beating age checks by drawing fake moustaches.

May 6, 2026

Tuesday, May 5, 2026: Apple lets iPhone users pick their AI; OpenAI ships GPT 5.5 Instant — bitcoin pops and a16z rings up a $2.2bn crypto cheque

Tuesday, May 5, 2026: Apple lets iPhone users pick their AI; OpenAI ships GPT 5.5 Instant — bitcoin pops and a16z rings up a $2.2bn crypto cheque

May 5, 2026

Monday, May 4, 2026: OpenAI raises 4bn for enterprise; Sierra raises ~1B for CX; Anthropic goes to Wall Street; Palantir revenue up 85%.

Monday, May 4, 2026: OpenAI raises 4bn for enterprise; Sierra raises ~1B for CX; Anthropic goes to Wall Street; Palantir revenue up 85%.

All the big players out today.

May 4, 2026

Thurs, Apr 30, 2026: Apple smashes Q2: $111.2bn revenue; Samsung's doing fine too; Rivian beats; Hertz gets the Uber robotaxi contract.

Thurs, Apr 30, 2026: Apple smashes Q2: $111.2bn revenue; Samsung's doing fine too; Rivian beats; Hertz gets the Uber robotaxi contract.

OpenAI's goblin-mitigation techniques: EXPOSED.

Apr 30, 2026