AI
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Tech Talk – SaaS-Pocalypse
Despite moderately cautious investor sentiment, today’s session marks yet another day of sharp declines for software stocks. This move is…
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CoreWeave – Lifeline or Break-through?
CoreWeave is a cloud infrastructure operator and software distributor, both focused on artificial intelligence. It is not a brand as…
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Broadcom Shares Soar on Deals With Google And Anthropic
Broadcom shares rose following the announcement of long-term agreements with Google LLC and Anthropic, significantly improving the company’s outlook in the artificial intelligence…
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Samsung’s AI-Powered Quarter Breaks Records
Samsung Electronics projects that the first quarter of 2026 will be one of the most spectacular in the company’s history.…
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Another Round of Layoffs at Oracle as AI Replaces Jobs
Oracle (ORCL.US), one of the world’s largest software providers, has launched another round of layoffs affecting thousands of employees. As…
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Anthropic Leak and a Cybersecurity Sell-off
Market leaders in cybersecurity solutions, CrowdStrike, Zscaler, and Palo Alto, are posting several-percent losses in today’s session, with declines averaging…
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Nasdaq Slumps 1.5% – Anthropic Claude Pressures Nasdaq Again
Negative sentiment is dominating Wall Street indices at the start of Friday’s session, and prospects for a near-term rebound remain…
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TurboQuant From Google – Threat or Opportunity For The AI Market
The publication by Google on its TurboQuant algorithm has become one of the most important catalysts for the semiconductor market…
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Nvidia – Can it Reach $1 Trillion in Revenue
During the recent GTC 2026 conference, Nvidia once again demonstrated that it plays in its own league. The bar it had…
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The Memory Hungry Rally Could Last Longer Than we Think
The global semiconductor memory market is entering a new, long-term phase of shortages that could last until 2030. This is the…
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