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Qualcomm and AWS Announce Deal Allowing Amazon to Buy Up to $60 Billion in AI Chips

The agreement conditions a large purchase ceiling on milestone‑linked warrants and on Qualcomm proving it can deliver competitive, volume products.

Berkshire Increases Alphabet Stake to About $38 Billion

Memory Stocks Rally on AI Contracts as Bond Yields and WSJ Report Trigger Volatility

Pershing Square Reenters Netflix With 4.9% Stake

Pershing Square Re-Establishes Netflix Stake and Adds Five New Positions

Alibaba Redirects Capital to AI Infrastructure at Cost to Near‑Term Profits

Micron’s AI-Fueled Surge Faces Heavy Market Discount Over 2028 Capacity Wave

Citadel Buys Most of Situational Awareness’s Public Portfolio After Margin Calls

Anduril and Archer Unveil Thunder, an Autonomous Tiltrotor Loyal Wingman

Nvidia Discloses 9.3% Stake as Nebius Secures $775M GPU‑Backed Loan

AI Demand Fuels Record Profits, Big Capex and Reported Price Hikes at Leading Chipmakers

Truth API: Trump Media to Sell Millisecond‑Faster Access to Top Truth Social Posts

Aehr Test Systems Soars After Q4 Beat and $130–$150M FY2027 Guidance

ServiceNow Rebounds as Now Assist Growth and New Accenture Offering Shift Investor Sentiment

Palantir Seals Sovereign AI Tie With Nvidia as Shares Rebound

Ondas Agrees to Buy Cyberhawk for $125 Million to Add Drone Inspections and AI Data

Broadcom Sticks to $100B AI Goal After Record Quarter as Shares Slip on Guidance

EU Orders Meta to Open WhatsApp to Rival AI Chatbots

Amazon Accelerates Shift to Tech Infrastructure With Globalstar Buy and Big AI Deals

Nvidia Tie Propels Marvell as Broadcom Guidance Triggers Chip‑Sector Reprice