
Nvidia’s OpenAI Megadeal Hits Ice
Nvidia’s ambitious plan to pour up to $100 billion into OpenAI has stalled, casting fresh uncertainty over one of the largest proposed bets in AI
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Nvidia’s ambitious plan to pour up to $100 billion into OpenAI has stalled, casting fresh uncertainty over one of the largest proposed bets in AI

Apple is lining up one of its most aggressive MacBook Pro roadmaps in years, with two upgrades planned for 2026 instead of the usual single-cycle

The current Bitcoin uptrend shows investors that it does not operate independently from other markets, specifically when Big Tech shows any signs of

SoFi Technologies posted $1B in Q4 revenue, up 37% YoY, driven by record $10.5B loan originations and 78% growth in fee-based services. CEO warns on proposed credit card rate caps.

Bosch delays its 7% margin goal to 2027 amid rising tariffs, chip shortages, and intense price competition. CEO Stefan Hartung warns of a "fight over every cent" in 2026.

China conditionally approves Nvidia H200 chip sales to DeepSeek amid US export controls. Chinese firms ordered 2M+ chips worth $27K each, exceeding Nvidia's 700K stock.

Apple shifts strategy for 2026, prioritizing three high-end iPhones including its first foldable model while delaying the standard iPhone 18 to 2027 due to chip shortages and premium market focus.

SanDisk (WDC) shares hit $632 after crushing Q2 estimates with $3.03B in revenue. Discover how the AI data center boom and a 1,350% yearly rally are fueling massive profit forecasts.

Samsung Electronics and SK Hynix alert that AI demand is straining memory chip supplies for consumer devices. Learn how the shift to HBM production for AI servers is causing DRAM shortages, price increases, and a projected 4.9% PC market contraction in 2026.

Europe and the United States are locked in a high-stakes tech partnership that neither side can afford to break, Nokia CEO Justin Hotard warned, as

Caterpillar reports strong Q4 earnings with $5.16 EPS, driven by data center demand. However, the company braces for $2.6 billion in tariff costs in 2026 amid trade policy challenges and declining operating margins.

ABB reports record $1.58B Q4 EBITA, announces $2 billion stock buyback, and projects another record year in 2026 driven by AI data centers and electrification demand.
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