While a justifiable amount of A.I. attention has been devoted to faster and more powerful semiconductor processing chips, the High Bandwidth Memory (HBM) part of the equation is less sexy, but no less…
China’s October 2025 expansion of rare earth export controls continues to ripple through equity markets eight months later. Three exchange-traded funds have absorbed most of the capital flowing toward the critical minerals supply chain:…
Borrowing from Barron’s, the newspaper reported that Deutsche Bank’s Adrian Cox, concerned about the IPO pace of OpenAI and Anthropic, wrote, “They and their peers need to strike while the iron is hot to…
OpenAI and Anthropic may want to get their companies public as soon as possible. Microsoft and Meta may want to close financial deals for data centers sometime this year. Several sources say a new…
DRAM makers have arguably been the in the hottest corner of the semi trade so far this year, and while a wave of increased volatility has made the names tough to buy on weakness,…
The commercial space sector hit an inflection point this month. SpaceX began trading on NASDAQ on June 29, 2026, the launch backlog across orbital providers is approaching the half-trillion-dollar mark, and satellite broadband buildouts…
If you’re deciding between Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC) and Vanguard Information Technology Index Fund ETF (NYSEARCA:VGT), the choice looks like a coin flip. Both track the same MSCI USA IMI Information…
A once-in-a-decade heat dome baked the eastern United States this Fourth of July weekend. PJM Interconnection, which serves 67 million people across 13 states, believes that Friday’s demand passed a previous record set all…
Shares of Broadcom (NASDAQ:AVGO | AVGO Price Prediction) are up 6% to $381 in early Monday trading after the company said it agreed to expand its custom-chip partnership with Apple (NASDAQ:AAPL) through 2031. The…
The Bitcoin (CRYPTO:BTC) market has spent years rewarding companies that accumulated as much cryptocurrency as possible. That strategy worked brilliantly while Bitcoin prices climbed and capital remained easy to access. But higher financing costs,…
Live Updates Auto AI 12:12pm ETMicron Technology (NASDAQ:MU | MU Price Prediction) and Ford (NYSE:F) announced a long-term Strategic Customer Agreement to secure memory and storage supply for Ford’s next-generation vehicle production. The partnership…
US electricity demand grew roughly flat for a decade. That ended once hyperscalers began signing twenty-year power purchase agreements to feed AI training clusters. Utilities are now planning generation and transmission build-outs on a…
Microsoft and Chipotle both crushed the market over the past decade, but their recent stumbles reveal two very different problems and two very different bets on what comes next.
Memory names are ripping higher in early Monday trading. SanDisk (NASDAQ:SNDK | SNDK Price Prediction) stock is up 5% to $1,836, Western Digital (NASDAQ:WDC) shares are up 5% to $565.33, and Micron Technology (NASDAQ:MU)…
NASA Administrator Jared Isaacman has framed the current moment in stark terms: “We are in a new space race to the lunar surface, and if we fall behind, we may never catch up. If…
