Jazib Zaman

Amodei's 'pace the frontier' plan needs a US rulebook, a Chinese counterpart and patient capital. Within a day, Trump, Global Times and Michael Burry said no.

South Korea's ICT exports hit a record $59.98B in August, over 60% of all exports. Chips were 47.5%, and outside ICT Korea ran a $6.6B trade deficit.

Palantir’s Q2 2026 results show explosive commercial growth and higher guidance, but investors must weigh AIP momentum against valuation risk.

CMA's 106B-parameter Fenghe model is open for inspection, but its release does not independently verify forecasting skill or operational safety at scale.

CrewAI 1.15.3 adds interception hooks, opt-in tool caching, and per-call usage data, giving teams finer control over production AI agent runs and costs.

JAX 0.11.0 adds programmable rematerialization for AI training, while a higher dependency floor and changed empty-array behavior raise upgrade risk for teams.

Samsung says Flex Titanium is 20 times stiffer than polymer film. Here is what that proves—and the durability data still missing before Unpacked.

GitHub now delays Dependabot version pull requests for three days, but package-manager installs need a separate release-age policy to close the gap.

A field guide to the four companies selling the machines behind AI memory — ASML, Applied Materials, Lam Research and KLA — and how the capex cycle pays them.

TECHi's application to NVIDIA's Inception program was approved on June 13, 2026. What the membership means, how we got here, and what changes for readers.

Lam Research closed July 9 at $353.17, up 6%, as four banks raised targets to $400–$475. Up 154% in H1, LRCX sells the tools every memory fab must buy.

Micron posted the biggest quarter any standalone memory maker has reported — and days later the stock closed below its pre-earnings price. What the disconnect means.

SanDisk gained 858% in H1 2026, the best in the S&P 500, then fell 23% in two sessions. The backlog, the bears, and what to watch into the August report.

Memory and chip-equipment stocks crashed on AI glut fears while the Dow hit a record. The new supply lands in the 2030s — here is the math the selloff skipped.

Robinhood cut ~10% of staff at record volumes. We run the operating-leverage math the wires skip — is the HOOD layoff bullish or bearish for the stock?

SanDisk stock is no longer just a NAND pricing trade. TECHi quote data and SanDisk filings show a $41.6B performance-obligation floor, AI data-center demand, and real valuation risk.

Snowflake stock jumped after Q1 FY2027 earnings, a higher product revenue guide, and a $6B AWS commitment tied to enterprise AI workloads.