- Google Frozen v2 AI Chip Could Deliver 10x Efficiency Gains Over Current TPUs
- The Case for Shorting Budget Airlines as Oil Prices Rise
- Morgan Stanley’s $2.3 Billion Capital Markets Haul Signals the AI Boom Is Just Getting Started
- Blackstone’s Futronic Deal Bets on Actuators as AI Robotics’ Physical Bottleneck
- Zhongji Innolight’s $8 Billion IPO Is a Customer Event for Marvell, Not a Competitive One
- Wall Street Splits Between Oversupply Fears and an AI-Proof Supercycle Thesis
- The AI Iron Curtain: Xi’s Shanghai Keynote Is the Fulton Speech of the AI Cold War
- Enterprise Money Is Leaving Old School IBM for AI Infrastructure Companies
- Why EU Tech Is Falling Behind the US: A Structural Diagnosis, Not a Cultural One
- The HyperLight Threat to Coherent and Lumentum Ends Where Indium Phosphide Begins
- Getty Images Kills the $3.7 Billion Shutterstock Merger Rather Than Sell the Editorial Business the UK Demanded
- Fox’s $22B Roku Deal: 4.6x Sales, Paid in 1.5x Stock
- Tuesday Open: AI Earnings Engine Holds the Line as Iran Overhang Fades to Noise
- China’s U.S. Treasury Holdings: The Great Repositioning (2021–2025)
- Infographic: Why the 2025 CIPA Data Proves the APS-C Renaissance is Real
- How WiFi Changed Media
- Canva Acquires Simtheory and Ortto to Build End-to-End Work Platform
- Netflix Price Hikes, The Economics of Dominance in a Saturated Streaming Market
- America’s Brands Keep Winning Even as America Itself Slips
- Kioxia’s Storage Gambit: Flash Steps Into the AI Memory Hierarchy
- South Korea’s July Chip Exports Surge 180.6% as AI Supercycle Accelerates
- How CuspAI’s Inverse Design AI Turns Materials Discovery Into a Search Engine
- Etched in Talks to Raise Funds at $20 Billion Valuation, With a Separate $10 Billion Round Led by Sequoia
- Moonshot AI Unveils Kimi K3, Raising the Bar for Open AI Models
- Nvidia’s Open-Source Bet Is Really a Wager on Where AI Margin Settles
- TerraFirma Raises $100M Series A to Turn Heavy Construction Equipment Into Robots
- PrismML, the Startup That Shrinks AI Models to Run on an iPhone, Is in Talks With Apple
- OpenAI’s First Device Will Be a Moveable, Screenless AI Companion Speaker
- IBM’s 25% Stock Fall Is Beginning of the End for Old School Software Giant
- Why a Six-Axis Robot Arm Is Staring at a Green-Headed Tanager
- Tempus AI to Acquire Personalis for $16.25 Per Share in $1.5 Billion MRD Deal
- Unity (NYSE: U) Bets on Coding Agents With Unity 7: Does the Roadmap Move the Stock?
- South Korean Retail Investors Face 70% Losses as Leveraged Chip ETFs Crash
- Hidden Debt at Five AI Hyperscalers Hits $1.65 Trillion, Nikkei Study Finds
- TSMC Q2 2026: A 15% Capex Hike Outweighs a Record Profit Beat
- Micron’s $500 Million GlobalWafers Financing Points to a New Bottleneck
- META Compute, Samsung, SK Hynix: Where AI Infrastructure Investors Think the Margin Actually Sits
- AMD Acquired MEXT to Make Flash Behave Like DRAM. It Eases the Memory Crunch Without Threatening Micron or SanDisk.
- The Memory Shortage Is an Existential Event for Small Electronics Makers, Not Just a Margin Hit
- The Manic Phase Is Real. The Crash Date Is Not.