Microsoft

Semiconductors

Sandisk Leads Memory Chip Rally as July Selloff Fades Into History

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2 min read

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Energy

Vistra Earnings Offer Window Into Power Generation Ramp-Up for AI Data Centers

US power use is expected to keep notching record highs in 2026 and 2027, according to the Energy Information Administration.

1 min read
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Artificial Intelligence

From iPads to XBoxes, Device Prices Soar as AI Hoards Memory Chips

A shortage of memory chips is one of the biggest challenges facing the AI buildout, fueling both selloffs and rallies in the past week alone.

6 min read
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Big Tech

Booming AWS Revenue Shields Amazon From Meta-Sized Backlash

CEO Andy Jassy hiked the company’s capex guidance about 10% to $220 billion, but investors loved a booming AWS business.

2 min read

Big Tech

With Apple Back on Top, CEO Tim Cook Preps for Earnings Curtain Call

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Shares of Apple have risen 26% this year, enough to help it retake the market cap throne from momentary usurper Nvidia earlier this month.

2 min read

Artificial Intelligence

OpenAI, Anthropic Speed Toward IPOs Amid Growing Scrutiny of Token Payments

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Enterprise customers have begun to doubt the burdensome cost of pay-per-use token consumption and are looking to cheaper models.

2 min read

Semiconductors

Broadcom Selloff Shows Breaking Records Doesn’t Satisfy ‘Perfection’-Seeking AI Investors

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Broadcom expects AI-related chip revenue to climb 200% to $16 billion in the current quarter, short of Wall Street’s most bullish forecasts.

2 min read

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