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Memory Demand Memory Chips AI Chips Cloud Computing Chip Demand AI Demand SpaceX Chip Manufacturing Energy Consumption AI in Business

Super Micro Posts Blockbuster AI Sales but Faces Large Inventory and Cash Strain

Near-term financing needs or unresolved governance questions will determine whether its record backlog converts into sustained revenue and cash.

Nike Dropped From S&P 100 as Four Tech Firms Move Up

OCI Energy and Arava Power Break Ground on SunRoper Solar Project in Texas

Citadel Cuts More Than 80% of Risk From Situational Awareness Portfolio

Hydrogen Stocks Split as Small Caps Bounce and Bloom Holds Back the ETF

SpaceX Stock Falls After First Public Quarter Shows AI Surge and Heavy Spending

FTSE 100 Hits Intraday Record as Earnings and Commodities Lift London Market

Kioxia Posts Huge Quarterly Profit on AI Chip Demand

Bloom Energy Secures $25 Billion Brookfield Framework for AI Data‑Center Power

Kioxia Begins Mass Production of 332‑Layer Flash at Kitakami

Megacap Tech Stocks Slide, Dragging Markets as AI Names Show Vulnerability

Micron Locks Multi‑Year Deals After Blockbuster Quarter

Meta Posts Strong Quarter but $125–$145 Billion AI Buildout Keeps Investors on Edge

Samsung Foundry Sees Surge of Inquiries From Google, AMD, BYD and Other Chip Customers

Applied Optoelectronics Faces Sharp Pullback as AI Demand Outstrips Factory Capacity

Marvell Shares Slide After June 9 Pullback Despite Strong Quarter and $1 Billion Capacity Pledge

EU Sets Roadmap to Curb Power Strain From Booming AI Data Centres

Record NAND Revenues Surge as AI Datacenters Squeeze the Global PC Market

Peking University Unveils Prototype 3D EDA for Huawei’s LogicFolding Push

Analog Devices Beats Q2 Estimates and Moves to Buy Empower for $1.5 Billion