Technology

Technology

Memory Shortage Boosts Sandisk — and May Kill Personal Computers

Photo via Kris Tripplaar/Sipa USA/Newscom

Sandisk split off from data storage firm Western Digital to list independently in February last year just in time for the boom.

2 min read

Photo illustration by Connor Lin / The Daily Upside, Photos by Andrey Krav and Frentusha via iStock

Markets

SpaceX, OpenAI Dominate Speculation About $3 Trillion IPO Geyser

A logjam keeping companies worth as much as $2.9 trillion, from SpaceX to OpenAI, out of public stock markets may finally break in 2026.

6 min read
Photo via Cheng-Chia Huang/ZUMAPRESS/Newscom

Semiconductors

AI Market Looks More Like Boom than Bubble After TSMC Earnings

The foundry behind Nvidia’s and Apple’s chips predicted Thursday its capital spending would swell at least 27% this year.

2 min read
Photo via Richard B. Levine/Newscom

Blockchain

Coinbase CEO’s Change of Heart on Crypto Framework Stalls Key Senate Bill

The US’s biggest crypto exchange has been an active force in shaping crypto laws and a major spender in congressional races.

2 min read

Semiconductors

Intel Rediscovers Key to Foundry Success

Photo via Richard B. Levine/Newscom

The progress has earned Intel praise from one particularly important member of the audience: President Trump.

2 min read

Industrials

Caterpillar Gets Physical With Construction Site AI

Photo via John Marshall Mantel/ZUMAPRESS/Newscom

Caterpillar’s not alone in transforming worksites: Deere & Co. showed off new equipment at CES this week, too.

1 min read

Artificial Intelligence

Bubble Fears Not Spoiling Billion-Dollar AI Buildout Plans in ’26 … Yet

Photo via imageBROKER/Christian Ohde/Newscom

With an estimated half a million workers needed to fill the construction industry’s labor shortages, AI investments this year may get stalled.

2 min read

Photo illustration by Connor Lin / The Daily Upside, Photos by SYSPEO/SIPA/Newscom and Frentusha via iStock

Autos

SpaceX, Private Ventures Fuel Elon Musk’s Trillion-Dollar Dreams

Tesla’s sleek cars and futuristic trucks have defined Elon Musk’s public image, but SpaceX is the real engine behind his growing net worth.

5 min read
Photo via ANP/ZUMAPRESS/Newscom

Big Tech

Robotaxis Break Through Rider Resistance as Operators Vie for Dominance

Despite initial concern from motorists, robotaxi services are finding plenty of passengers as they expand across the country.

2 min read
Photo via Lovable

Artificial Intelligence

Vibe Coding Startup Lovable’s Valuation Triples to $6.6 Billion

After launching in November 2024, the company had reached $100 million in annual recurring revenue in just eight months.

1 min read

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