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Sandisk Falls After $1 Billion Nanya Stake to Secure Memory Supply

The move signals a push to lock in scarce memory during an AI-fueled supply squeeze.

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SoundHound AI Accelerates Agentic Voice Rollouts, Books Record Growth and Raises 2026 Outlook

U.S. Drafts Tiered AI Chip Export Rules Linking Mega Shipments to U.S. Investment

Baron Fund Highlights Netskope’s Operational Beat as Shares Slide in 2026

CrowdStrike Tops Q4, Sets FY2027 Outlook as Falcon Expansion Accelerates

Arista Expands Market Opportunity to $105 Billion as Shares Leap 8.2%

U.S. Weighs 75,000-Unit Cap on China AI Chips as Nvidia Shifts H200 Production

Microsoft Outlook Divides Investors as Cramer Flags Risks and AI Capacity Strains Persist

Quantum Stock Update: D‑Wave’s Bookings Climb as IonQ Pushes Full‑Stack Strategy

CrowdStrike Beats Q4 Estimates and Forecasts FY2027 Above Wall Street Views

NVIDIA Sets GTC 2026 for March 16–19 in San Jose, With Jensen Huang Keynote

Qualcomm CEO Sets Two-Year Timeline for Robotics to Become Major Business

Meta Tests AI Shopping Assistant Inside Meta AI Web Chatbot

Nvidia and Meta Seal Multiyear Deal for Millions of AI Chips to Scale Global Infrastructure

Quantum Stocks Recoil as $615 Million Warning Hits IonQ, Rigetti and D‑Wave

OpenAI Broadens Inference Chip Sourcing as Reports Highlight Push for Lower Latency

AST SpaceMobile’s BlueBird 6 Launches on ISRO LVM3, Deploys Largest Commercial Phased-Array in Low Earth Orbit

ARK Invest Adds $1.7 Million to Bitcoin ETF, Cuts Stakes in Tech and Genomics

Rigetti Shares Whipsaw After U.S. Denies Talks on Quantum Equity Stakes

Kakao to Restore KakaoTalk Friends Tab After Redesign Backlash