Workday (WDAY) Names Sarah Kennedy Ellis CMO As AI Marketing Takes Center Stage
Workday (NasdaqGS:WDAY) has appointed Sarah Kennedy Ellis as Chief Marketing Officer, effective immediately. Ellis previously held senior marketing roles at Google and Adobe, bringing large scale enterprise software and cloud marketing experience. Her remit covers Workday's global marketing, brand narrative and go to market messaging for its AI focused product portfolio. The Sarah Kennedy Ellis CMO move only hints at […]
09-15-2026
Read moreTSMC’s 2nm Era Is Accelerating With MediaTek. Nvidia and Alphabet Already Have Money on the Table
MediaTek launched its Dimensity 9600 Pro on September 15 using Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) 2-nanometer technology, putting TSMC’s newest node into a flagship mobile chip. MediaTek also has $3.5 billion of financing from NVIDIA Corporation (NASDAQ:NVDA) and a broader Nvidia partnership spanning custom AI chips, PCs and automotive. The smartphone launch is another […]
09-15-2026
Read moreTesla’s Cybercab Launch Fizzles, Leaving Waymo as the Robotaxi Leader
Tesla, Inc. (NASDAQ:TSLA) spent nearly two years raising anticipation for the Cybercab. When the time arrived on September 3 in Austin, the result was a stock that popped, then rapidly returned all of its gains, and a robotaxi race that still seems to be Alphabet’s to lose. Tesla, Inc. (NASDAQ:TSLA) had its long-awaited Cybercab launch […]
09-15-2026
Read moreMagnificent Seven Stocks Eye Breakout After Sideways 2026
Mega-Cap Tech Nears Breakout as Magnificent Seven Regains Momentum
09-15-2026
Read moreThere Is One Thing ASML’s $400 Million Machine Still Cannot Do. AI Chips Keep Making It Worse.
ASML's $400 million lithography machine powers every cutting-edge AI chip on the planet, yet one stubborn physical constraint keeps chipmakers stitching together workarounds that quietly erode margins. The fix exists on paper, but the timeline creates a problem no one in the AI supply chain wants to talk about.
09-15-2026
Read moreAI Slowdown Fears Rise: Buy NVIDIA, HPE That Connect AI and Quantum
AI spending faces fresh scrutiny, but NVIDIA and Hewlett Packard are positioned at the AI-quantum computing convergence.
09-15-2026
Read moreStripe’s Shared Payment Token Is Quietly Becoming the Default Money Layer for Agent Commerce
The current landscape of agentic commerce is defined by a fragmented trust stack. As AI agents move from simple information retrieval to transactional execution, the industry has struggled to reconcile disparate standards like x402, Google UCP, and Mastercard AP4M. Into this architectural divide, Stripe introduced its Shared Payment Token (SPT) in October 2025, positioning the […]
09-15-2026
Read moreUS data centers could consume more natural gas than Germany and Japan combined by 2035
The AI frenzy could push U.S. data centers to become one of the largest consumers of natural gas in the world.
09-15-2026
Read moreSenate’s Proposed AI Kill Switch Could Give Washington Veto Power Over Google’s Frontier Models
Washington is drafting legislation that could give federal regulators the power to block Google's most powerful AI models before they ever reach customers, and the financial consequences for Alphabet's $460 billion Cloud backlog are anything but theoretical.
09-15-2026
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