Software
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Memory as the Foundation of Modern Cars. Micron and General Motors Sign Strategic Agreement
Micron and General Motors have entered into a long-term agreement for the supply of semiconductor memory used in the American…
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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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“Rammmagedon” ends up in court: Antitrust lawsuit and investments in Korea
The largest DRAM memory manufacturers have come under legal pressure in the United States. Samsung Electronics, SK Hynix, and Micron…
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BlackRock is selling Bitcoin – BTC falls below $60K. What’s next?
Bitcoin is trading below $60,000 on Monday after losing nearly 6% last week, with the decline driven by weakening market…
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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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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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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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Is Oracle losing a major contract? Markets react to unconfirmed but concerning signals
Reports circulating in the media suggesting that Microsoft may have withdrawn from a potential data center capacity leasing agreement with…
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