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Roundhill Memory ETF Tops $10 Billion as Time-Zone and Concentration Risks Rise

Its near-half weighting in Korean memory stocks creates an overnight valuation mismatch that can amplify volatility for U.S. investors.

Qualcomm Reportedly Strikes Chip Supply Deal With ByteDance

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Huawei Unveils 122.88TB SSD Using Die-on-Board Packaging

Bloom Energy Surges After Q1 Beat as AI Data Centers Commit to Multi‑Gigawatt Fuel‑Cell Power

Investors Divided Over NuScale’s Long‑Term SMR Rollout and BWX’s Near‑Term Nuclear Revenue

Cerebras Soars After IPO as Massive Wafer Chip Draws Sharp Scrutiny

Navitas Stock Surges After Q1 Beat, Analyst Upgrades and India Licensing Deal

Applied Digital Signs Second 300 MW, 15‑Year Hyperscaler Lease and Raises Contracted Revenue to $31 Billion

Arm Shifts From IP Licensor to Seller With Its Own AGI Data‑Center CPU

Local Governments Move to Curb Rapid U.S. AI Data Center Buildout

SpaceX Files Permits for 10‑Gigawatt Solar Factory Near Austin

SpaceX Discloses $2.8 Billion Gas‑Turbine Buy as Turbine Lawsuit and EPA Ruling Continue

NextEra Proposes $67 Billion All‑Stock Takeover of Dominion to Build an AI‑Era Power Giant

Meta Raises 2026 Capex to $125–$145B to Accelerate AI Compute

Astera Labs Stock Rockets to Record High on Scorpio Shipments and Beat Quarter

Oklo Faces Investor Scrutiny as High Valuation Meets Years of Losses

Analog Devices to Buy Empower Semiconductor for $1.5 Billion in Cash

Citi Lifts SanDisk Target to $2,025 on AI-Fueled NAND Tightness

AI Data Centers Face National Pushback as New Study Flags Power-Price Risks

HIVE’s BUZZ HPC Plans C$3.5 Billion, 320‑MW AI Campus in Greater Toronto by 2027