Crusoe Hits a $30.9 Billion Valuation, SK Hynix Eyes Another U.S. Fab, and China Pushes Deeper Into Memory

Crusoe Hits a $30.9 Billion Valuation, SK Hynix Eyes Another U.S. Fab, and China Pushes Deeper Into Memory

Sep 18, 2026
Huawei Readies New AI Chips, Cohere and Aleph Alpha Combine, and GlobalFoundries Eyes a $19 Billion Plant

Huawei Readies New AI Chips, Cohere and Aleph Alpha Combine, and GlobalFoundries Eyes a $19 Billion Plant

Sep 17, 2026
SK Hynix Eyes U.S. Memory Production, Anthropic Locks Up 2.16 Gigawatts, and ByteDance’s Drug Bet Hits $1.5 Billion

SK Hynix Eyes U.S. Memory Production, Anthropic Locks Up 2.16 Gigawatts, and ByteDance’s Drug Bet Hits $1.5 Billion

Sep 16, 2026
MediaTek Jumps to 2-Nanometer Chips, GSK Adds Another Cancer Bet, and Tata Sons IPO Hopes Return

MediaTek Jumps to 2-Nanometer Chips, GSK Adds Another Cancer Bet, and Tata Sons IPO Hopes Return

Sep 15, 2026
ASML Locks In $400 Million Machines, BioNTech Gets a Cancer Win, and Tesla Enters Vietnam

ASML Locks In $400 Million Machines, BioNTech Gets a Cancer Win, and Tesla Enters Vietnam

Sep 14, 2026
Oracle’s AI Backlog Explodes, the Pentagon Eyes a $5 Billion Bet, and Altera Heads Back to Market

Oracle’s AI Backlog Explodes, the Pentagon Eyes a $5 Billion Bet, and Altera Heads Back to Market

Sep 11, 2026
China’s AI Chip Costs Surge, Visa Prepares for AI Agents, and Starbucks Enters Phase Two

China’s AI Chip Costs Surge, Visa Prepares for AI Agents, and Starbucks Enters Phase Two

Sep 10, 2026
Qualcomm Lands a $60 Billion AI Shot, Google Bets $15 Billion on Finland, and DeepSeek Moves Toward an IPO

Qualcomm Lands a $60 Billion AI Shot, Google Bets $15 Billion on Finland, and DeepSeek Moves Toward an IPO

Sep 9, 2026
Mistral Hits a $24 Billion Valuation, OpenAI Locks Up More Compute, and Volkswagen Reviews Ducati

Mistral Hits a $24 Billion Valuation, OpenAI Locks Up More Compute, and Volkswagen Reviews Ducati

Sep 8, 2026
Nvidia Buys Hugging Face, Volkswagen Slashes Costs, and Campbell’s Cuts Its Dividend

Nvidia Buys Hugging Face, Volkswagen Slashes Costs, and Campbell’s Cuts Its Dividend

Sep 4, 2026
Broadcom Raises Its AI Chip Forecast, Microsoft Opens Up Azure, and Uber Cuts Deep

Broadcom Raises Its AI Chip Forecast, Microsoft Opens Up Azure, and Uber Cuts Deep

Sep 3, 2026
Dell Adds $25 Billion to Its AI Forecast, Palo Alto Expands Again, and Power Becomes the New Bottleneck

Dell Adds $25 Billion to Its AI Forecast, Palo Alto Expands Again, and Power Becomes the New Bottleneck

Sep 2, 2026
Anthropic Locks Up $35 Billion in Compute, Huawei Pays Up for AI, and Shein’s IPO Falls Flat

Anthropic Locks Up $35 Billion in Compute, Huawei Pays Up for AI, and Shein’s IPO Falls Flat

Sep 1, 2026
OpenAI Gets a $5.5 Billion AI Sweetener, Soitec Locks In Demand, and HDFC Prepares for a Reset

OpenAI Gets a $5.5 Billion AI Sweetener, Soitec Locks In Demand, and HDFC Prepares for a Reset

Aug 31, 2026
Marvell Raises Its AI Forecast, Cancer Vaccines Break Through, and Canada’s Banks Deliver

Marvell Raises Its AI Forecast, Cancer Vaccines Break Through, and Canada’s Banks Deliver

Aug 28, 2026
Salesforce Finds an AI Payoff, CrowdStrike Raises the Bar, and Memory Spending Explodes

Salesforce Finds an AI Payoff, CrowdStrike Raises the Bar, and Memory Spending Explodes

Aug 27, 2026
Moonshot Courts Big Tech, Meta Hits an AI Reality Check, and Dick’s Foot Locker Bet Stumbles

Moonshot Courts Big Tech, Meta Hits an AI Reality Check, and Dick’s Foot Locker Bet Stumbles

Aug 26, 2026
Nvidia Faces a $280 Billion Test, Unitree’s Robot Rally Cracks, and Temu Loses Momentum

Nvidia Faces a $280 Billion Test, Unitree’s Robot Rally Cracks, and Temu Loses Momentum

Aug 25, 2026
Alibaba Raises $10 Billion for AI, Nvidia Eyes Perplexity, and Shein’s Valuation Gets Slashed

Alibaba Raises $10 Billion for AI, Nvidia Eyes Perplexity, and Shein’s Valuation Gets Slashed

Aug 24, 2026
Broadcom Chases a $100 Billion AI Deal, Micron Doubles Down, and Walmart Shows Cracks

Broadcom Chases a $100 Billion AI Deal, Micron Doubles Down, and Walmart Shows Cracks

Aug 21, 2026
Google Makes a $120 Billion Chip Bet, Samsung Raises Prices, and Target’s Turnaround Gains Ground

Google Makes a $120 Billion Chip Bet, Samsung Raises Prices, and Target’s Turnaround Gains Ground

Aug 20, 2026
Keysight Rides the AI Buildout, Baidu Hits a Growth Wall, and Home Depot Finds a Floor

Keysight Rides the AI Buildout, Baidu Hits a Growth Wall, and Home Depot Finds a Floor

Aug 19, 2026
Tesla Moves Cybercab Closer to Reality, RTX Lands a $22.9 Billion Deal, and AI Valuations Face a Reality Check

Tesla Moves Cybercab Closer to Reality, RTX Lands a $22.9 Billion Deal, and AI Valuations Face a Reality Check

Aug 18, 2026
Apple Builds Its Own China AI Model, Nvidia Funds the Buildout, and SMIC Finds Pricing Power

Apple Builds Its Own China AI Model, Nvidia Funds the Buildout, and SMIC Finds Pricing Power

Aug 17, 2026
Databricks Hits $190 Billion, Applied Materials Rides the AI Buildout, and Nubank Breaks a Profit Record

Databricks Hits $190 Billion, Applied Materials Rides the AI Buildout, and Nubank Breaks a Profit Record

Aug 14, 2026
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