Anthropic inks multi-bn compute pact with GOOGL; cloud chips ignite QCOM AI rally | Daily News RecapSanhua Intelligent Controls (1Q26 Trans): Still Targeting 15% YoY Net Profit GrowthSanhua Intelligent Controls: Auto parts back in the black; how long until the robot boom?AMD (Trans): CPU/GPU mix converging to 1:1; server CPU TAM raised to 120bnCPUs on a tear, Helios near—Is AMD finally turning the corner?SHOP (Trans): Agentic Commerce Won't Disintermediate SHOPSHOP: As AI e-comm agents ebb, is the payments leader swimming naked?DUOL (Trans): Reset year; core KPI is +20% user growthDUOL: Inching Ahead, the Comeback Won't Be EasyPLTR (Trans): Bespoke enterprise solutions, truly autonomous execution; unlike legacy software and theoretical AI.PLTR: Software doom narrative surges — is the top cult stock starting to crack?Xiaomi Auto data sparks rally; Doubao to launch new paid model | Daily News RecapRDDT (Trans): After Search, Feed Is the LT Monetization DriverRDDT: In the sweet spot as monetization acceleratesRBLX (Trans): User churn, but retention stable; Q3 rebound expectedRIVN (1Q26 Trans): R2 deliveries back-end loaded; R2 and overall auto biz GPM to turn positive in Q4RIVN: Pain Now—Can R2 Drive a Turnaround?RBLX: Back-to-back regulatory hits at the end of a short product cycle disrupt growth cadenceAAPL (Trans): Drops 'net cash neutral'; new Siri to roll out this yearAAPL: AI Gap, Storage Price Hikes — Still Steady?MSFT (Trans): Pricing Model Shifting from Per-Seat to Usage-BasedPost-breakup pains: when will MSFT stage a comeback?Meta (Trans): AI LT vision is not productivity tools, but broad empowerment of everyday users.