Mike Wheatley, Author at SiliconANGLE

Cloud

Datadog’s stock jumps 31% on crushing earnings beat, showing there’s still hope for software

By Mike Wheatley May 7, 2026

Shares of Datadog Inc. popped after the application monitoring software firm crushed Wall Street’s expectations with its first-quarter financial results today and followed up with strong guidance. The stock gained more than 30% during the…

Infra

AI data center firm IREN’s stock soars after it strikes $2.1B deal with Nvidia

By Mike Wheatley May 7, 2026

Neocloud company IREN Ltd. has secured a $2.1 billion commitment from the chipmaker Nvidia Corp. as part of a new data center partnership aimed at artificial intelligence workloads. The partners plan to deploy up…

Infra

CoreWeave ups its spending forecast as revenue guidance falls short, and its stock sinks

By Mike Wheatley May 7, 2026

Shares of the cloud data center company CoreWeave Inc. were trading more than 8% lower after-hours following mixed first-quarter earnings results and a lower-than-expected forecast for the current quarter. The company also increased its…

AI

AI product team startup Pit raises $16M from a16z and others to automate enterprise workflows

By Mike Wheatley May 7, 2026

Legendary venture capital firm Andreessen Horowitz is backing the artificial intelligence-native “product team-as-a-service” startup Pit in its first major funding round. It served as the lead investor in the $16 million round, announced today.…

AI

Anthropic is letting Claude agents ‘dream’ so they don’t sleep on the job

By Mike Wheatley May 6, 2026

Anthropic PBC said today it’s giving its AI agents the ability to “dream” and remember past interactions and work they’ve performed so they can identify recurring mistakes and improve over time. In an update…

Infra

Arm’s stock sinks even as it reveals strong interest in its CPUs for AI servers

By Mike Wheatley May 6, 2026

Shares of Arm Holdings plc surprisingly lost ground in extended trading today after the chip design firm reported fourth-quarter financial results that surpassed Wall Street’s expectations. Arm also revealed an encouraging figure relating to its…

AI

Collibra’s new AI Command Center promises to combat agentic hallucinations

By Mike Wheatley May 6, 2026

Big data management startup Collibra BV is trying to position itself as the nerve center for artificial intelligence agents with the launch of its new AI Command Center offering. It’s designed to give enterprises…

Infra

Arista’s stock declines despite another solid earnings and revenue beat

By Mike Wheatley May 5, 2026

Shares of Arista Networks Inc. were tumbling in late trading today, even though the company delivered a solid earnings and revenue beat and offered guidance that came in above Wall Street’s expectations. For the…

Infra

AMD’s stock rises on surging demand for CPUs and GPUs for AI workloads

By Mike Wheatley May 5, 2026

Semiconductor giant Advanced Micro Devices Inc. coasted to another solid earnings and revenue beat as it delivered its first-quarter financial results today. Its guidance for the current quarter came up strong too, thanks to…

AI

OpenAI’s new GPT-5.5 Instant makes ChatGPT smarter, with more concise and reliable responses

By Mike Wheatley May 5, 2026

OpenAI Group PBC is replacing the default model in ChatGPT with the launch of GPT-5.5 Instant, claiming users will notice fewer hallucinations when it’s discussing “sensitive topics” such as finance, law and healthcare. ChatGPT…

Mike Wheatley

Datadog’s stock jumps 31% on crushing earnings beat, showing there’s still hope for software

AI data center firm IREN’s stock soars after it strikes $2.1B deal with Nvidia

AI product team startup Pit raises $16M from a16z and others to automate enterprise workflows

Anthropic is letting Claude agents ‘dream’ so they don’t sleep on the job

Arm’s stock sinks even as it reveals strong interest in its CPUs for AI servers

Collibra’s new AI Command Center promises to combat agentic hallucinations

Arista’s stock declines despite another solid earnings and revenue beat

AMD’s stock rises on surging demand for CPUs and GPUs for AI workloads

OpenAI’s new GPT-5.5 Instant makes ChatGPT smarter, with more concise and reliable responses

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