Latest stories · Page 5

TCS plans a forward-deployed AI engineering team of up to 8,900 people, testing whether client-embedded delivery can turn AI skills into durable revenue.

Worldcoin will cut daily WLD unlocks 43% on July 24, 2026. Here is what the scheduled supply change does—and does not—mean for WLD.

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.

SPCX hit an all-time low of $145.20 a day after joining the Nasdaq-100, down a third from its peak. Inside the lockup wall and float math driving the fall.

Lumentum jumped 12% to $794.30 on Meta's 14-gigawatt compute memo and is up ~115% in 2026. Inside the optics maker turning AI's bandwidth crunch into records.

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.

Alibaba's best day in 10 months came as four banks cut price targets, an AI-theft complaint hit the Senate and Beijing opened H200 access. What changed.

Apple will spend over $30 billion with Broadcom through 2031 on US-made RF chips — a year after replacing Broadcom's Wi-Fi chip with its own N1. Here's why.

SK Hynix ADRs start trading July 10 under ticker SKHY after a 7x-oversubscribed record listing — priced days after memory stocks entered a bear market.

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.

AI-generated writing is everywhere online. As machine-written text spreads, verification tools and transparency are becoming core digital literacy skills.

The platform you trade on shapes your returns more than most beginners realize. Here's what separates a serious crypto trading venue from a glorified casino.

AMD stock dropped 6.9% on July 1, erasing $65 billion, after Meta's cloud plan raised questions about the 6GW MI450 deal that powered AMD's 2026 breakout.

AWS raised reserved GPU prices about 20% effective July 1 — the day Meta's cloud plan leaked. What the hike says about Amazon stock, margins and AI scarcity.

Tesla's Q2 2026 delivery report lands July 2 against a 406,024 consensus. The production gap and the energy-storage line will decide how Tesla stock reads it.

Nvidia stock slipped 1.3% while Meta's cloud plan crushed AI renters and Palantir soared on NVIDIA's sovereign-AI pact. What the two signals mean for NVDA.

Palantir stock added about $22 billion on July 1 after an NVIDIA sovereign-AI pact and an Army data-layer win. The disclosed dollars tell a different story.

Nebius lost about $12 billion in market value on July 1 after Bloomberg reported Meta plans to sell AI compute. Inside the $27B contract that repriced.

Qualcomm is buying Chris Lattner's Modular for $3.9B to attack NVIDIA's CUDA moat with a hardware-agnostic AI layer. Why it's the right target, and so hard to crack.

M&A advisory explained - what advisors do across due diligence, valuation, negotiation and post-merger integration, and how AI is reshaping deals in 2026.

Roblox isn't just a game - it's one of the largest virtual economies on earth, and its rarest Limiteds trade like real assets. Here's how the market works.

The best enterprise AI security platforms of 2026 - Check Point, Microsoft, Google Cloud, Palo Alto Networks and CrowdStrike - compared by approach and best fit.

Chamath Palihapitiya is taking the CEO job at AI coding startup 8090 Labs on a $135M Series A led by Salesforce Ventures. Why the SPAC-era investor is going operator.

Rocket Lab is acquiring Iridium for $8 billion - gaining L-band spectrum, 2.55M subscribers and a captive launch customer. Here's why RKLB jumped 16%.

Micron reports fiscal Q3 on June 24. Why Wall Street doubled its price targets on a triple-digit DRAM surge — and what the print must deliver to justify it.

US officials suspect a top ASML EUV machine reached China; ASML denies it. What the export-control overhang means for ASML stock and the semicap rally.

Entegris and KLA jumped as the semiconductor-equipment complex ripped. Why the deepest layer of the AI trade is booming — and the catch after the run.

Apple's Tim Cook calls memory price hikes 'unavoidable' as AI demand spikes NAND and DRAM. Why Sandisk and Micron jumped — and the risk after a huge run.

Vertiv's AI data-center cooling business has a $15B backlog and rising guidance — but VRT trades near $128B and ~48x forward earnings. The bull and bear case.

Cerebras reports its first results as a public company on June 23. The per-share loss matters less than its $24.6B backlog and ~86% UAE revenue mix.

CrowdStrike's 4-for-1 split starts trading July 2. Here's what the split changes, the Q1 beat behind it, and why CRWD still fell about 10%.

Do data centers raise your electricity bill? The truth about the viral 267% figure, the state moratorium fight, and the utility stocks (CEG, VST, NRG) exposed.

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?

A fresh TECHi ranking of Nvidia, Alphabet, and Palantir for a $1,000 AI-stock basket, with AMD and Broadcom folded in as watchlist context.

Eos Energy (EOSE) jumped ~15% as its second battery line went live and it entered Europe, with Needham starting at Buy. The ramp is real — and so is the cash-burn test.

SpaceX just pulled off the largest IPO ever, and Anthropic ($965B) and OpenAI ($852B) have filed to follow. Inside the AI IPO supercycle — and how to play it.

Nvidia and SK hynix signed a multiyear HBM4 memory pact for Vera Rubin. Why memory is AI's real bottleneck — and what it means for NVDA and Micron (MU).

Google reportedly ordered 3 million TPUs from Intel for 2028 and Nvidia is testing 18A. What the foundry wins mean for INTC stock — and the valuation gap.