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Sandisk’s Blowout Quarter and $14 Billion Buyback Meet a Half‑Price Stock

Record revenue and a large repurchase plan raise questions about whether the company’s guidance shortfall signals a turning point for NAND prices.

Marvell’s AI Momentum Sends Stock Skyward as Trailing P/E Nears 85x

Intel Confirms Diamond Rapids Xeon 7 for 2027 With PCIe 6.0 and 16‑Channel Memory

Intel Announces 'Crescent Island' Inference GPU With Xe3P and 160GB LPDDR5X

PJM Grid Under Severe Strain as AI Energy Demand Outpaces Supply