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SambaNova CEO Rodrigo Liang joined Bloomberg  Open Interest to explain why the next AI war won't be about training models, but rather it will be about  inference costs, compute shortages, and who can scale AI infrastructure profitably. In a direct contrast with Cerebras after its blockbuster IPO, Liang breaks down the coming AI supply crunch, exploding enterprise demand, and why inference could become the biggest business in tech.

Arrive AI (NASDAQ:ARAI), a company developing AI-powered autonomous vehicle and robotics solutions, announced its first-quarter 2026 financial results and provided an operational update.

RenX Enterprises (NASDAQ:RENX) reported strong sequential revenue expansion for the first quarter of 2026, driven by higher utilization across its contracted hauling agreements and accelerating bulk material sales, even as advanced technology integration costs left consolidated bottom-line metrics in a deficit.

Creative Realities (NASDAQ:CREX) reported a significant increase in top-line revenue for the first quarter of fiscal 2026, driven primarily by the financial integration of its Cineplex Digital Media acquisition, even as margin compression and one-time structural charges pulled bottom-line metrics into a deficit.

Dan Ives of Wedbush Securities says the Cerebras Systems IPO is a watershed moment for the tech sector. He sees the Nasdaq hitting 30,000 in the next six to nine months. He has more on "Bloomberg Surveillance."

Palvella Therapeutics (NASDAQ:PVLA) reported positive clinical data from its Phase 2 TOIVA trial evaluating its proprietary topical formulation of rapamycin, detailing significant therapeutic benefits for patients suffering from rare vascular skin disorders.

RBC Bearings Incorporated (NYSE:RBC) reported strong financial results for the fourth quarter of fiscal 2026, beating Wall Street expectations as accelerating production rates across commercial aviation and defense programs catalyzed top-line growth.

MiNK Therapeutics (NASDAQ:INKT) reported its first-quarter 2026 financial results and operational milestones, highlighting clinical advancement within its invariant natural killer T (iNKT) cell platform alongside successful balance sheet deleveraging.

US President Donald Trump said he made no commitment to Chinese leader Xi Jinping over Taiwan, and said he would make a decision soon over a planned $14 billion arms deal with the island. Trump's remarks aboard Air Force One came after Xi issued an unusually blunt warning that the two nations could descend into conflict if the Taiwan issue is mismanaged. Bloomberg's Annmarie Hordern reports from Beijing.

Digi Power X (NASDAQ:DGXX) reported a wider net loss for the first quarter of 2026, reflecting the financial impacts of its ongoing structural transition away from legacy business operations and toward high-density artificial intelligence infrastructure.

Immuneering (NASDAQ:IMRX), a clinical-stage oncology company developing innovative medicines targeting the MAPK pathway, reported its first-quarter 2026 financial results and provided a corporate update.

BioXcel Therapeutics (NASDAQ:BTAI) announced that the U.S. Food and Drug Administration has formally accepted a supplemental New Drug Application for its lead neuropsychiatric drug, providing a clear regulatory catalyst as the company manages tightening capital constraints.