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Recent Posts

  • CrowdStrike Fal.Con 2026: 150+ Sponsors and 10,000 Attendees at Mandalay Bay, August 31 – September 3
  • Datavault AI Will Pay $94.5 Million in Cash for CyberCatch, a Company With Roughly $230,000 in Annual Revenue
  • Oligo Security Raises $60 Million as Runtime Vendors Turn Post-Mythos Into a Market Category
  • ISACA Europe Conference 2026: AI Governance and Cyber Resilience in Munich, 7-9 October
  • Bitdefender Adds EU-Only MDR to Its Sovereign Acceleration Program, Turning Data Sovereignty Into a Product SKU
  • Lattice Semiconductor Closes $1.65 Billion AMI Acquisition, Merging Server Firmware With Root-of-Trust Silicon
  • NVD Hits 45,207 Flaws in 2026 as Microsoft Prices AI Vulnerability Discovery at Half the Market
  • Way Security Raises $20M Seed From Insight Partners and Glilot for AI-Driven Identity Deployment
  • Jensen Huang Is Right About Open Models and Wrong About Cybersecurity
  • Glow Emerges From Stealth With $180 Million Series A At $1.2 Billion Valuation

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Aerial Refueling Became the Main Instrument of US Iran Policy, and Israel the Safest Place to Base It
Ondas (ONDS) Q2 2026: The Full-Year Guide Requires a $256 Million Fourth Quarter
Trump’s Steam Catapult Order Targets a Real Ford-Class Failure With the Wrong Fix
Cloudflare for Government Achieves FedRAMP Class D (High), Commits to DoD IL4 Pursuit
IonQ (IONQ) DARPA Clock Award: $28 Million Contracted, $300,000 Per Clock in the Option
Aurelius Systems Raises $40M to Scale Autonomous Counter-Drone Defense
Antares Raises $470 Million to Field Nuclear Microreactors on U.S. Military Bases by 2028
L3Harris Signs Seven-Year Frameworks to Quadruple THAAD Propulsion and Nearly Triple PAC-3 MSE Motor Output
Anduril’s $100 Billion Talks Assume a Capability Gap the UK and US Just Tried to Measure
Arkenstone Defense Emerges From Stealth With $35 Million to Fix Pentagon’s Commercial Onboarding Problem
Apple Launches Mac Mini With M6, Mac Studio With M5 Ultra, and Its First 2nm Chip
Quintessent’s $40 Million Series A Targets the AI Laser Shortage the OCI Optical Standard Created
SanDisk (SNDK) HBF Tapeout: The SLC Requirement Cuts the Capacity Claim and Quadruples NAND Bit Demand
30 Rock Was Shaped by How Far Daylight Travels; the Data Center Is Shaped by How Far Heat Does
Why DRAM and HBM Demand Grows as AI Matures, and Where the Cycle Still Bites
The AI Boom Is Broadening: Intel’s $100 Billion Book, CoreWeave’s 1.5 Gigawatts, and Gemini’s Billionth User
Autodesk Opens Fusion to AI Agents as SendCutSend Banks $110 Million: The Design-to-Part Loop Is Now Machine-Readable
Cloudflare Open-Sources Cloudflare OS: The Agent Workspace Is Free, the Network Underneath Is Not
Marvell (MRVL) Turns Celestial AI Into Product, and the $5.5 Billion Earnout Clock Is Now Running
Samsung Unveils zHBM and 400-Layer V10 BV-NAND at FMS 2026, and Wafer Bonding Is the Common Thread
FPGAworld Conference 2026: Stockholm, 8 September
swampUP 2026: JFrog’s Software Supply Chain Conference Hits The Glasshouse in New York, September 1-3
Node.js Interactive 2026, August 12–13, 2026, Atlanta, Georgia
Q4 2026 Semiconductor and Memory Conferences: Dates, Locations, Who Presents
FMS 2026 in Santa Clara: Kioxia, Samsung, SanDisk and SK Hynix Offer Four Incompatible Fixes for the AI Memory Wall
San Francisco AI Summit 2026: Korea-US AI and Semiconductor Summit, July 24, San Francisco, California
SIGGRAPH 2026 in Los Angeles: NVIDIA’s Physical AI Day, a First Games Summit, and the Bolt Graphics Zeus Bet
Inside AMD Advancing AI 2026: Lisa Su Puts Helios on Stage as OpenAI, Meta, Anthropic and Cerebras Line Up Behind It
Remaining 2026 Tech Conferences: Black Hat, Dreamforce, Web Summit Lisbon and AWS re:Invent
2026 Esri User Conference — July 13–17, San Diego

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The Case That the US Can Grow Out of $40 Trillion in Debt: Three Conditions the Clinton Surpluses Actually Met
The $40 Trillion Debt: Why AI Capex Raises Treasury Borrowing Costs Faster Than It Raises the Tax Base
Rockefeller Center Has Been a Credit Instrument for Forty Years: From the 1985 REIT to the $3.5 Billion 2024 CMBS
Who Insures the AI Buildout? $30 Billion Campuses Meet a $3.5 Billion Ceiling
Retail Earnings Week: The 1.65% Real Sales Number Behind the 5% Headline
SanDisk and Marvell Top Our Hot Stocks List: Two-Thirds of FY2028 NAND Bits Are Already Contracted
US Market Cap at $74 Trillion: Why the Market Has Room to Grow Without Repricing
Buffett Indicator at 230%: Why the Labor Share Makes Market Cap to GDP Unreadable
60-Month Transformer Lead Times Are a Bigger AI Constraint Than the Copper Deficit
America Mines the World’s Semiconductor Quartz and Has No Export Controls on It
AI Slop Earns Higher CPMs Than Clean Inventory: Why the Ad Market Cannot Fix the Web It Funds
Weekly Network Analytics, July 19 to July 25, 2026: Visits Up 14%
Adobe (ADBE) and Figma (FIG) Have Each Lost Roughly Half Their Value to a Competitor Set Worth $34 Million
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
Tempus AI (TEM) Clears FDA for ECG-PH: A Third Cardiology Device Its Own CFO Says Generates No Revenue
Nasdaq Falls 1.2% as Oil Tops $85 and the 30-Year Hits 5.32%: Only One Input Is Actually New
Marvell (MRVL) Catalyst Calendar Into Year-End: The $126-to-$400 Target Spread Resolves on October 6, Not August 27
Lattice Semiconductor Q2 2026: A 69.5% Gross Margin Guide Undercuts the AMI Accretion Story
Apple and Amazon Earnings: The $20 Billion Memory Line That Explains Both Stocks
ServiceNow (NOW) Q2 2026: The 98% Renewal Rate Matters More Than the $1 Billion AI ACV
Arm, Qualcomm and UMC Report the Same Day at Three Different Layers of the Stack
Bloom Energy (BE) Q2 2026: Warranty Accruals Hit 4.2% of Product Revenue, Seven Times Last Year’s Rate
SK Hynix Q2 2026: DRAM ASPs Rose 30% and the ADR Still Made a Record Low
OSINT Digest: Nvidia’s $250B Ohio Guarantee, DeepSeek’s Paused Round, and Bab al-Mandab Down to 11 Vessels

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