Signals
Every published signal cites at least two sources and predicts direction with a confidence band. Use Daily for the freshest slice, or filter this feed by content type, entity, direction, and confidence.
Most signals are low-confidence by design.A pipeline that only published high-conviction calls would either be lying or be silent for weeks. Low-confidence with a clear directional read and two sources is still useful — and when it's wrong, the public ledger at /track-record will say so. Subscribe via /signals/rss.
A prediction market on Manifold shows an 80% probability that Nvidia will announce an N1/N1X Windows-on-Arm PC chip at...
A prediction market on Manifold shows an 80% probability that Nvidia will announce an N1/N1X Windows-on-Arm PC chip at its June 1 Computex keynote (source).
According to Manifold Markets consensus as of May 31, 2026, the probability that Tesla announces a formal partnership...
According to Manifold Markets consensus as of May 31, 2026, the probability that Tesla announces a formal partnership with Intel for AI chip fabrication by June 30, 2026 stands at 96.54% source 2.
A prediction market on Manifold Markets indicates an 80.15% probability that Nvidia will announce an N1/N1X...
A prediction market on Manifold Markets indicates an 80.15% probability that Nvidia will announce an N1/N1X Windows-on-Arm PC chip at its June 1 Computex keynote.
Prediction market data from Manifold Markets as of May 31, 2026 shows a 96.54% consensus that Tesla will announce a...
Prediction market data from Manifold Markets as of May 31, 2026 shows a 96.54% consensus that Tesla will announce a formal Intel partnership for AI chip fab by June 30, 2026 Source 2.
According to a TechTimes article ( Qualcomm's Snapdragon C was mentioned as a highlight of Computex 2026.
According to a TechTimes article ( Qualcomm's Snapdragon C was mentioned as a highlight of Computex 2026.
DeepSeek has released a preview version of its DeepSeek-V4 flagship model, claiming "world-class inference performance"...
DeepSeek has released a preview version of its DeepSeek-V4 flagship model, claiming "world-class inference performance" and significantly improved agent capabilities.
vllm, the popular open-source LLM inference engine, released v0.22.0 on May 29, 2026.
vllm, the popular open-source LLM inference engine, released v0.22.0 on May 29, 2026.
On 2026-05-30, TechCrunch reported that Meta is developing an AI-powered pendant, citing a memo viewed by The...
On 2026-05-30, TechCrunch reported that Meta is developing an AI-powered pendant, citing a memo viewed by The Information.
At the Mistral AI NOW Summit, VAST Data announced a partnership with Mistral AI and Mistral Compute to deploy...
At the Mistral AI NOW Summit, VAST Data announced a partnership with Mistral AI and Mistral Compute to deploy NVIDIA-accelerated AI factories in Europe, centered on the GB300 NVL72 architecture (Source 1).
On May 20, 2026, Baidu insiders filed SEC Form 4 (Statement of changes in beneficial ownership) indicating a planned...
On May 20, 2026, Baidu insiders filed SEC Form 4 (Statement of changes in beneficial ownership) indicating a planned sale of restricted stock, as listed on Baidu's IR page.
A prediction market on Manifold (source) shows a 96.54% probability that Tesla will announce a formal partnership with...
A prediction market on Manifold (source) shows a 96.54% probability that Tesla will announce a formal partnership with Intel for an AI chip fab by June 30, 2026.
Google has launched Gemini Spark, a 24/7 agentic AI assistant integrated with Gmail, Calendar, Docs, Sheets, and...
Google has launched Gemini Spark, a 24/7 agentic AI assistant integrated with Gmail, Calendar, Docs, Sheets, and Slides.
A recent article on Yahoo Finance ( notes that the narrative around Lam Research (LRCX) is shifting, with new targets...
A recent article on Yahoo Finance ( notes that the narrative around Lam Research (LRCX) is shifting, with new targets being set and debates about WFE (wafer fab equipment) spending.
On May 31, 2026, Broadcom announced the industry's first integrated Wi-Fi 8 SoCs and an end-to-end 50G PON edge AI...
On May 31, 2026, Broadcom announced the industry's first integrated Wi-Fi 8 SoCs and an end-to-end 50G PON edge AI product portfolio (source 2).
A Digitimes article from May 30, 2026, reports that Nvidia, Microsoft, and Arm are hinting at a 'new era of PC' ahead...
A Digitimes article from May 30, 2026, reports that Nvidia, Microsoft, and Arm are hinting at a 'new era of PC' ahead of Computex.
Anthropic completed a $65 billion funding round, pushing its valuation to $965 billion and overtaking OpenAI, according...
Anthropic completed a $65 billion funding round, pushing its valuation to $965 billion and overtaking OpenAI, according to DataCenterDynamics.
Nikon's new CEO Yasuhiro Ohmura announced plans to undercut ASML on price for ArF immersion (DUV) tools, targeting...
Nikon's new CEO Yasuhiro Ohmura announced plans to undercut ASML on price for ArF immersion (DUV) tools, targeting large US and Asian chipmakers.
OpenAI appears to be clearing the decks for a major new model launch.
OpenAI appears to be clearing the decks for a major new model launch.
A Manifold Markets prediction market question asks whether DeepSeek lied about the GPU compute budget used in training...
A Manifold Markets prediction market question asks whether DeepSeek lied about the GPU compute budget used in training v3.
A prediction market on Manifold (source: Manifold Markets) shows an 80.15% probability that Nvidia will announce an...
A prediction market on Manifold (source: Manifold Markets) shows an 80.15% probability that Nvidia will announce an N1/N1X Windows-on-Arm PC chip at its June 1 Computex keynote.
A prediction market on Manifold Markets shows a 96.54% consensus that Tesla will announce a formal Intel partnership...
A prediction market on Manifold Markets shows a 96.54% consensus that Tesla will announce a formal Intel partnership for AI chip fabrication by June 30, 2026.
A prediction market on Manifold Markets indicates a 93% probability that OpenAI will design and manufacture a custom AI...
A prediction market on Manifold Markets indicates a 93% probability that OpenAI will design and manufacture a custom AI chip by 2030.
Developer extension supply-chain compromises are becoming KEV-level risk
What changed CISA's KEV feed added developer-ecosystem supply-chain items including Nx Console and TanStack-related compromise entries.
AI data center growth is turning grid interconnection into the binding constraint
What changed FERC said it expects to act by June 2026 on its large-load interconnection proceeding, explicitly tied to rapid growth from data centers and other large consumers.
NVIDIA and Microsoft point AI compute toward the PC edge
What changed Axios reported that Microsoft and NVIDIA are expected to unveil Windows PCs powered by NVIDIA chips, including Surface and Dell devices.
GitHub Copilot usage billing turns AI coding cost predictability into a product wedge
What changed GitHub's own billing documentation says Copilot moves from request-based billing to usage-based billing on June 1, 2026, with monthly GitHub AI Credits replacing the old request model.
A prediction market on Manifold ( shows an 80.15% probability that Nvidia will announce an N1/N1X Windows-on-Arm PC...
A prediction market on Manifold ( shows an 80.15% probability that Nvidia will announce an N1/N1X Windows-on-Arm PC chip at its June 1 Computex keynote.
A Manifold Markets prediction ( shows a 96% consensus that Tesla will announce a formal partnership with Intel for AI...
A Manifold Markets prediction ( shows a 96% consensus that Tesla will announce a formal partnership with Intel for AI chip fabrication by June 30, 2026.
Prediction market Manifold Markets shows high probability for two key OpenAI milestones.
Prediction market Manifold Markets shows high probability for two key OpenAI milestones.
A prediction market question on Manifold titled 'Will Cerebras be a serious NVIDIA competitor?' shows only 3.71%...
A prediction market question on Manifold titled 'Will Cerebras be a serious NVIDIA competitor?' shows only 3.71% consensus for a 'YES' outcome as of the latest data Source.
A prediction market on Manifold Markets indicates an 80.15% probability that Nvidia will announce an N1/N1X...
A prediction market on Manifold Markets indicates an 80.15% probability that Nvidia will announce an N1/N1X Windows-on-Arm PC chip at its June 1 Computex keynote (source).
Multiple Manifold prediction markets as of 2026-05-30 indicate sustained low confidence in SMIC's ability to match...
Multiple Manifold prediction markets as of 2026-05-30 indicate sustained low confidence in SMIC's ability to match TSMC's manufacturing technology.
A prediction market on Manifold Markets currently shows a 77.34% probability that Apple will release an AI chip for...
A prediction market on Manifold Markets currently shows a 77.34% probability that Apple will release an AI chip for iPhones in 2026 (source: Manifold).
A prediction market on Manifold Markets shows an 80% consensus that Nvidia will announce an N1/N1X Windows-on-Arm PC...
A prediction market on Manifold Markets shows an 80% consensus that Nvidia will announce an N1/N1X Windows-on-Arm PC chip at its June 1 Computex keynote.
A prediction market on Manifold Markets asks whether DeepSeek lied about the GPU compute budget used in training v3.
A prediction market on Manifold Markets asks whether DeepSeek lied about the GPU compute budget used in training v3.
A prediction market on Manifold Markets indicates an 80% consensus that Nvidia will announce an N1/N1X Windows-on-Arm...
A prediction market on Manifold Markets indicates an 80% consensus that Nvidia will announce an N1/N1X Windows-on-Arm PC chip during its June 1 Computex keynote.
Prediction markets on Manifold show a 77.34% probability that Apple will release an AI chip for iPhones in 2026...
Prediction markets on Manifold show a 77.34% probability that Apple will release an AI chip for iPhones in 2026 (source).
As of May 30, 2026, a prediction market on Manifold Markets (source: indicates a 93% consensus that OpenAI will design...
As of May 30, 2026, a prediction market on Manifold Markets (source: indicates a 93% consensus that OpenAI will design and manufacture a custom AI chip by 2030.
Multiple prediction markets on Polymarket and Manifold as of May 30, 2026 show extremely bullish sentiment for NVIDIA...
Multiple prediction markets on Polymarket and Manifold as of May 30, 2026 show extremely bullish sentiment for NVIDIA (NVDA).
A Manifold Markets prediction market on 'Will CUDA remain a monopoly for GPU software through 2027?' currently shows a...
A Manifold Markets prediction market on 'Will CUDA remain a monopoly for GPU software through 2027?' currently shows a 56.95% probability of 'Yes' as of May 30, 2026 source.
A prediction market on Manifold ( indicates an 80.15% probability that Nvidia will announce an N1/N1X Windows-on-Arm PC...
A prediction market on Manifold ( indicates an 80.15% probability that Nvidia will announce an N1/N1X Windows-on-Arm PC chip at its June 1 Computex keynote.
A prediction market on Manifold Markets shows a 96.54% consensus that Tesla will announce a formal partnership with...
A prediction market on Manifold Markets shows a 96.54% consensus that Tesla will announce a formal partnership with Intel for AI chip fabrication by June 30, 2026 (source).
Multiple prediction market questions on Manifold Markets indicate strong consensus that ASML will maintain its monopoly...
Multiple prediction market questions on Manifold Markets indicate strong consensus that ASML will maintain its monopoly in EUV lithography.
Groq is reportedly raising $650 million in new funding from existing investors, according to Axios via TechCrunch...
Groq is reportedly raising $650 million in new funding from existing investors, according to Axios via TechCrunch (source).
XCENA, a provider of memory-centric computing solutions leveraging the CXL (Compute Express Link) standard, announced a...
XCENA, a provider of memory-centric computing solutions leveraging the CXL (Compute Express Link) standard, announced a $135 million Series B funding round on May 29, 2026 (press release).
Cadence and Samsung Foundry announced a multi-year agreement to expand Memory and Interface IP, including NVIDIA...
Cadence and Samsung Foundry announced a multi-year agreement to expand Memory and Interface IP, including NVIDIA NVLink-C2C, and certify Cadence's agentic AI EDA flows on Samsung's second-generation 2nm node.
According to a Digitimes report ( Micron is leading the automotive memory market as demand for memory in vehicles...
According to a Digitimes report ( Micron is leading the automotive memory market as demand for memory in vehicles increases.
On May 20, 2026, an SEC filing (0001193125-26-237754) was submitted for Baidu (BIDU), detailing a 'statement of changes...
On May 20, 2026, an SEC filing (0001193125-26-237754) was submitted for Baidu (BIDU), detailing a 'statement of changes in beneficial ownership of securities' by insiders, indicating a prior intended sale of restricted stock.
On May 29-30, 2026, multiple sources reported that Kristen Mcveety, likely a CoreWeave insider, sold 2,246 shares of...
On May 29-30, 2026, multiple sources reported that Kristen Mcveety, likely a CoreWeave insider, sold 2,246 shares of CRWV (source5, source6).
On May 29, 2026, Bloomberg reported that OpenAI has discussed adding Citigroup and JPMorgan to its bank lineup for an...
On May 29, 2026, Bloomberg reported that OpenAI has discussed adding Citigroup and JPMorgan to its bank lineup for an initial public offering.