AI
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Will the AI boom force Apple to use memory chips on the Pentagon’s “blacklist”?- A U.S. senator responds
Apple (AAPL.US) has found itself at the center of a serious geopolitical and regulatory dispute—the company is actively lobbying the…
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What’s Next for the AI Play?
Despite momentary optimism, driven by Micron’s strong quarterly results, the majority of semiconductor companies and nearly all hyperscalers closed the…
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AI Power Stocks Could Be a Once-in-a-Generation Trade. Start With the Companies Behind Every Data Center.
When people think of AI, they usually default to the big names like Nvidia (NVDA), AMD (AMD), Broadcom (AVGO), and Marvell (MRVL). The chip producers, the…
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29 Billion Dollars for AI. SK Hynix Opens a New Chapter in the Semiconductor Market
At first glance, the news that SK Hynix plans to raise around 29 billion dollars through a U.S. ADR offering…
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Will Palantir keep declining? Michael Burry weighs in.
Michael Burry, the investor known for correctly predicting the subprime crisis, has pointed to a further deterioration in Palantir’s situation.…
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Meta CEO Zuckerberg directs development of standalone prediction markets app ‘Arena’
Mark Zuckerberg has reportedly tasked a Meta team with developing Arena, a prediction markets app modeled after Polymarket and Kalshi.…
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Is Tech Turning Sour For Markets?
In recent weeks, a clear deterioration in the condition of technology companies has been visible, with the exception of semiconductor…
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Nasdaq loses 2% amid Fed fears, AI trade and uncertainty around the US – Iran deal
Wall Street is entering the session under pressure from a broad wave of profit-taking, with the technology sector once again…
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IBM and OpenAI Partnership Shows Where AI May Start Generating Real Revenue
Over the past two years, investors have focused primarily on the technological race among the largest companies developing artificial intelligence.…
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Will Massive AI Investments Bring Dark Clouds Over Wall Street?
Key takeaways Hyperscalers are expected to spend approximately $760 billion on AI in 2026, while estimated revenues generated from AI…
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