The defense trade is no longer just about war headlines Defense stocks are moving like investors are pricing in something larger than a temporary geopolitical scare. The iShares U.S. Aerospace & Defense ETF (ITA) has pushed to a fresh high
Ford is locking in memory supply before the shortage becomes worse Ford has signed a long-term semiconductor supply agreement with Micron Technology, giving the automaker more secure access to memory and storage products for its next generation of vehicles. The
Nvidia has lost some of its market leadership Nvidia is ending the second quarter under pressure after spending much of the AI boom as the market’s most dominant stock. The shares have underperformed the S&P 500 for six consecutive trading
South Korea is preparing for another major expansion in chip capacity Samsung Electronics and SK Hynix have unveiled plans to invest a combined 800 trillion won, or approximately $518 billion, in four new semiconductor fabrication plants in southwestern South Korea.
AI revenue has crossed an important financial threshold Artificial intelligence is beginning to generate enough revenue to cover the estimated depreciation cost of the chips and data centres supporting it. Global AI sales outside China reached approximately $25 billion in
OpenAI is moving deeper into the AI infrastructure stack OpenAI has unveiled its first custom artificial intelligence processor, marking a major step in its effort to control more of the computing infrastructure behind ChatGPT, Codex and future AI products. Called
Washington is putting federal financing behind a large-scale nuclear buildout The Energy Department has conditionally committed $17.5 billion in financing to accelerate the potential construction of 10 large nuclear reactors across the United States. The program would support five separate
Apple’s AI story is starting to test investor patience Apple is no longer being judged on whether it has an AI strategy. It is being judged on whether that strategy is arriving fast enough, clearly enough, and commercially enough to
SpaceX is moving deeper into enterprise AI SpaceX confirmed Tuesday that it will acquire Anysphere for $60 billion in stock, bringing one of the highest-profile AI coding platforms under the same corporate umbrella as xAI just days after the company’s
Oracle beat the headline numbers Oracle’s fiscal fourth quarter was strong on the surface. Revenue rose to $19.18 billion, ahead of expectations, while non-GAAP earnings per share came in at $2.11, also above consensus. Oracle’s own release described the quarter
The defense trade is no longer just about war headlines Defense stocks are moving like
Ford is locking in memory supply before the shortage becomes worse Ford has signed a
Nvidia has lost some of its market leadership Nvidia is ending the second quarter under
South Korea is preparing for another major expansion in chip capacity Samsung Electronics and SK
AI revenue has crossed an important financial threshold Artificial intelligence is beginning to generate enough
OpenAI is moving deeper into the AI infrastructure stack OpenAI has unveiled its first custom
Washington is putting federal financing behind a large-scale nuclear buildout The Energy Department has conditionally
Apple’s AI story is starting to test investor patience Apple is no longer being judged
SpaceX is moving deeper into enterprise AI SpaceX confirmed Tuesday that it will acquire Anysphere
Oracle beat the headline numbers Oracle’s fiscal fourth quarter was strong on the surface. Revenue
