Software
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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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Stock of The Week – ASML
The Race for Artificial Intelligence is Most Often Associated with Tech Giants Like NVIDIA, Microsoft, and Alphabet. These companies design chips,…
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Intel on a Winning Streak
Intel, benefiting from strong sentiment during Wednesday’s session and news of a partnership with Google, rose by more than 11%.…
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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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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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Micron Q2 2026 Preview – Memory Super-Cycle in Full Swing
Today, after the market closes, Micron Technology will release its results for the second quarter of fiscal year 2026. This…
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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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Meta’s Propriety AI Chips “No Dependence no Control”
Meta Platforms is intensifying the development of its own artificial intelligence chips as part of the strategic MTIA project, planning…
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