Amazon secures multi-billion deal as Nvidia ships H100 equivalents

Key Takeaways

Datavault AI Director Gets 250,000 Stock Shares

Datavault AI director Kimberly Briskey received a grant of 250,000 shares of common stock as compensation for her board service. These shares were awarded at no cash cost and increase her direct holdings to 576,872 shares. The shares are scheduled to vest in equal installments between September 20, 2026, and September 20, 2029, on each March 20, June 20, September 20, and December 20. Vesting depends on her continuing to serve the company on each vesting date.

Datavault AI CEO Receives Over 2.5 Million Shares

Datavault AI CEO Nathaniel Bradley received 2,588,235 LTIP shares of common stock as compensation for his board and officer service. His spouse, employee Sonia Choi, received 1,213,236 LTIP Shares under the same plan. Both awards vest in equal installments on March 20, June 20, September 20, and December 20 from September 20, 2026 through September 20, 2029, subject to continued service. After these entries, Bradley holds 10,906,188 shares directly, 5,654,483 shares indirectly through his spouse, and 12,109,002 shares indirectly via EOS Technology Holdings Inc.

Datavault AI Director Tobias Robert Gets 250,000 Shares

Datavault AI Inc. director Tobias Robert received a grant of 250,000 shares of common stock as compensation for board service under the company's 2018 Long-Term Stock Incentive Plan. The grant was at $0.00 per share and is structured as a stock award rather than a purchase. The 250,000 LTIP shares are scheduled to vest in equal installments from September 20, 2026 through September 20, 2029, on each March 20, June 20, September 20, and December 20, contingent on continued service. Following this grant, Robert directly owns 581,565 common shares.

Datavault AI Director Helge Kristensen Awarded Shares

Datavault AI Inc. director Helge Kristensen received 250,000 shares of common stock as an equity grant as compensation for his service on the board. The award was granted at a stated price of $0.00 per share under the company's 2018 Long-Term Stock Incentive Plan. The 250,000 shares are scheduled to vest in equal installments from September 20, 2026 through September 20, 2029 on each March 20, June 20, September 20, and December 20, contingent on his continued service. Following this grant, Kristensen directly holds 581,566 shares of Datavault AI common stock.

Datavault AI Director Gilbert M Receives 250,000 Shares

Datavault AI Inc. director Gilbert Jeffrey M received a grant of 250,000 shares of common stock as compensation for board service under the company's 2018 Long-Term Stock Incentive Plan. The shares were granted at $0.00 per share and increase his direct holdings to 581,566 shares. The 250,000 granted shares are scheduled to vest in equal installments on March 20, June 20, September 20, and December 20 of each year, beginning on September 20, 2026 and ending on September 20, 2029, as long as he continues serving the company.

Datavault AI Director David Howitt Gets 250,000 Shares

Datavault AI Inc. director David Marc Howitt received a grant of 250,000 shares of common stock as board compensation under the company's 2018 Long-Term Stock Incentive Plan. The award was made at a stated price of $0.0000 per share and is a stock-based compensation grant, not an open-market purchase. The 250,000 LTIP Shares are scheduled to vest in equal installments from September 20, 2026 through September 20, 2029 on each March 20, June 20, September 20, and December 20, conditioned on his continued service. Following this grant, he directly holds 561,909 shares of Datavault AI common stock.

Datavault AI CFO Moyer Receives Nearly 2 Million Shares

Datavault AI Inc. granted Chief Financial Officer and director Brett Moyer 1,955,882 shares of common stock as equity compensation under its 2018 Long-Term Stock Incentive Plan. The shares carry a stated price of $0.0000 per share and are tied to continued service. The grant is scheduled to vest in equal installments from September 20, 2026 through September 20, 2029 on each March 20, June 20, September 20, and December 20, as long as Moyer remains in service. After this award, he directly holds 5,534,512 common shares.

Datavault AI Director Wendy Wilson Gets 250,000 Shares

Datavault AI Inc. director Wendy Wilson reported receiving a grant of 250,000 shares of common stock as compensation for board service under the company's 2018 Long-Term Stock Incentive Plan. The shares were awarded at $0.00 per share and increase her direct holdings to 581,569 shares. The 250,000 granted shares are scheduled to vest in equal installments from September 20, 2026 through September 20, 2029, on each March 20, June 20, September 20, and December 20, provided she continues serving the company on each vesting date.

Datavault AI Officer Stanley Receives 1.1 Million Shares

Datavault AI Inc. reported that director and officer Mbugua Stanley received a grant of 1,100,000 shares of common stock as compensation under the company's 2018 Long-Term Stock Incentive Plan. The award was priced at $0.00 per share and increases his direct holdings to 2,115,828 shares. The LTIP shares are scheduled to vest in equal installments on March 20, June 20, September 20, and December 20 of each year, beginning on September 20, 2026 and ending on September 20, 2029, subject to Mr. Stanley's continued service with the company on each vesting date.

STMicroelectronics Forecasts Strong Sales Growth and AI Upside

STMicroelectronics NV reported mixed results for the first quarter but offered a stronger-than-expected sales outlook for the second quarter, driving its stock higher. The company reported first-quarter revenue of $3.84 billion, up 16.2% from a year ago, but slightly below the $3.86 billion consensus estimate. Earnings per share of $0.69 were also below the $0.71 consensus estimate. However, the company forecast second-quarter revenue of $4.05 billion to $4.25 billion, above the $4.02 billion consensus estimate. STM stock rose 4.5% in response to the forecast.

STMicroelectronics Reports Q1 Sales Driven by AI Demand

On April 23, 2026, STMicroelectronics reported robust first-quarter sales, driven by significant investments from the AI sector. The strong performance is indicative of the ongoing demand for semiconductors, particularly in the context of artificial intelligence and cloud services. The company has positioned itself strategically, securing a multi-billion dollar agreement with Amazon Web Services, which is expected to significantly boost its revenue from AI data centers. Founded in 1987, STMicroelectronics NV is a prominent player in the semiconductor industry, specializing in a variety of products including analog chips, discrete power semiconductors, microcontrollers, and sensors.

Gemeos Trading Expands AI-Powered Forex Platform

Gemeos Trading announced the continued expansion of its AI-powered copy-trading platform, which provides retail investors with access to institutional-grade forex trading algorithms verified through third-party sources including MyFXBook. The platform, which has been in operation since 2018, has seen significant growth in user adoption and trading volume. Gemeos Trading's AI-powered algorithms are designed to analyze market trends, execute trades, and manage risk, all while providing users with real-time performance data and transparency. The company aims to further enhance its platform by incorporating machine learning techniques to improve algorithmic performance and adapt to changing market conditions.

Gemeos Trading Launches Copy-Trading Model for Forex

Gemeos Trading was founded by Mathew Kevin Edgar and Leslie Edgar and operates as a software-as-a-service technology firm that develops proprietary trading algorithms. The company exclusively uses price-action and volume-based strategies rather than martingale or grid-based averaging systems. The company's flagship product, the Quantum algorithm, is an AI-based trading system with a third-party verified track record of more than two years of live trading. According to company-reported figures, the Quantum algorithm returned 164 percent in 2025 before compounding, with 11 profitable months and one losing month of approximately 8.6 percent.

Second Nature AI Platform Boosts Sales Training Efficiency

Second Nature is positioning its AI-driven platform as a solution for enterprises facing bottlenecks in scaling sales training. The company reports a 32% increase in sales opportunities and a 21% increase in sales volume for NetSuite, alongside a 20% reduction in onboarding time and a 21% reduction in time to first logo. The post also references 2,400+ hours of coaching delivered in a single quarter, which it characterizes as unattainable through manual methods alone. This positioning may enhance the company's competitive stance against traditional training providers and other enablement platforms, particularly as enterprises look to contain costs while maintaining or expanding sales capacity.

Caterpillar Emerges as Key AI Data Center Player

Caterpillar Inc. is quietly transforming into a key player in the AI data center boom and a pioneer in automation technology. The company is making significant strides in the development of microgrids, which are small-scale power grids that can operate independently or in conjunction with the main grid. These solutions are designed to provide clean, efficient, and resilient power, making them an attractive option for data centers looking to minimize their environmental impact while ensuring operational continuity. Caterpillar is also investing heavily in automation technology for its machinery, which can operate autonomously or with minimal human intervention.

Nasdaq Plans 23/5 Trading and AI Cost Savings

Nasdaq, Inc. has outlined a strategic plan to achieve $100 million in AI-driven expense efficiencies by 2027. The company also announced plans to launch 23/5 trading on December 6, 2026, which will extend trading hours to provide more flexibility and opportunities for investors. This move is expected to attract a broader range of participants and increase market liquidity. The company's CEO and Chairman, Adena Friedman, highlighted the strong momentum Nasdaq entered 2026 with, noting that the first quarter performance was one of the strongest starts to a year in the company's history.

Analysts Back Microsoft Copilot and Azure Growth

Piper Sandler analyst Billy Fitzsimmons reiterated an Overweight rating on Microsoft with a $500.00 price target. Firm analysts are optimistic about Microsoft's AI momentum, particularly led by Copilot and Azure. The stock is expected to benefit from the growing demand for AI-driven solutions and services. Microsoft's Copilot, an AI-powered assistant, is integrated into various Microsoft 365 applications, enhancing productivity and user experience. Azure, Microsoft's cloud computing platform, continues to grow, driven by increasing adoption of AI and machine learning services.

Nvidia Dominates AI Chip Market with Massive Shipments

In Q4 2025, Nvidia shipped nearly two-thirds of all measured AI compute capacity, exceeding the combined total of every other company in the ranking. Nvidia shipped 2,957,362 H100 equivalents, while Google shipped 976,313, AMD shipped 226,485, and Amazon shipped 221,354. This visualization measures compute capacity, not units sold or revenue, using H100 equivalents as a standardized measure. The dataset focuses on the largest designers of dedicated AI accelerators, which account for the large majority of global AI compute capacity.

Goldman Sachs Sees Healthy Earnings from AI Investment

Luke Barrs, Chief Business Officer, Fundamental Equity at Goldman Sachs Asset Management, thinks that earnings expectations continue to remain high. While near-term investments remain tied to the volatility of the Iran war, the long-term outlook remains healthy due to AI growth drivers. Barrs believes there will be differentiation among firms that can offer returns on investments in this environment.

USD.AI Crypto Protocol Finances AI Infrastructure

USD.AI is a synthetic dollar protocol designed to finance the physical infrastructure of AI, with a focus on income-producing hardware such as GPUs. The ecosystem includes USDai, a fully backed synthetic dollar, and sUSDai, the yield-bearing version. CHIP is the governance and utility token that governs protocol settings, fees, risk parameters, and staking. The protocol accepts only enterprise-grade GPUs, specifically current-generation and second-generation hardware, as eligible collateral.

Sources

• Datavault AI director granted 250,000 shares
• Datavault AI CEO granted 2,588,235 LTIP shares
• Datavault AI director granted 250,000 shares
• Datavault AI director granted 250,000 DVLT shares
• Datavault AI director granted 250,000 DVLT shares
• Datavault AI director granted 250,000 shares
• Datavault AI CFO granted 1,955,882 shares
• [Form 4] Datavault AI Inc. Insider Trading Activity
• Datavault AI grants 1.1M shares to officer
• STMicroelectronics forecasts accelerating sales growth, sees AI upside
• STMicroelectronics (STM) Reports Strong Q1 Sales Driven by AI Demand
• Gemeos Trading Announces Expansion of AI-Powered Forex Algorithm Licensing Platform for Retail Investors
• Gemeos Trading Announces Expansion of AI-Powered Forex Algorithm Licensing Platform for Retail Investors
• Second Nature Positions AI Sales Training Platform as Driver of Revenue and Efficiency Gains
• More Than Just Dirt: Caterpillar Is the AI Stock Nobody Saw Coming
• NASDAQ outlines $100M AI expense efficiencies by 2027 as it plans 23/5 trading launch on December 6, 2026
• Microsoft (MSFT) Rides AI Wave as Analysts Back Copilot and Azure Growth
• Ranked: The Companies That Sell the Most AI Chips
• Healthy earnings backdrop remains due to AI investment and hyperscalers: Goldman Sachs AM
• What Is USD.AI (CHIP) Crypto and How Does It Work? A Complete 2026 Guide