AI & Quantum Computing
Marvell’s Optical and Custom Chip Engines Fuel Analyst Price Target Stampede to $300
The analyst community has piled into Marvell Technology with a flurry of upgraded price targets, led by HSBC's new Street-high...
AMD Shatters Records as AI Demand Fuels Data Center Surge and Dell Deploys Ryzen AI PRO in Business Laptops
The semiconductor heavyweight posted yet another milestone this week, with its stock carving out a fresh all-time high at 446.75...
Bloom Energy’s $20 Billion Backlog Gets a 2.45GW Oracle Boost — But the Stock’s $294 Price Tag Leaves No Room for Error
Oracle has scrapped plans for gas turbines and diesel generators at its massive New Mexico AI data center campus, opting...
Ubtech Robotics Bolsters Korean Alliance and Boardroom Grip Amid Humanoid Revenue Surge
The Chinese robotics champion is moving on two fronts simultaneously. While its humanoid Walker S2 gets a training partner in...
Navitas Semiconductor: A $6.7 Billion Bet on AI Data Centers With Only $8.6 Million in Quarterly Sales
The chasm between Navitas Semiconductor’s market price and its operating reality has rarely been wider. Shares hit a new 52-week...
Humanoid Robotics Deployments Accelerate as Humanoid Global Eyes Defense-Led M&A
The transition from pilot programs to commercial-scale deployment in the humanoid robotics sector is gathering pace. Japan Airlines has committed...
SK Hynix’s Record Profits Clash With $19.6 Trillion Foreign Selling Spree
A curious tension has gripped SK Hynix. The South Korean memory chip giant just posted the strongest quarterly results in...
Uranium Energy’s Twin-Production Platforms Are Live, but the Stock Is Taking a Breather
The operator of America’s only two active in-situ recovery uranium networks has delivered on a major operational milestone, yet the...
IonQ Pre-Sells First 256-Qubit System, Secures DARPA Contract Amid Record Revenue and Losses
IonQ is weaving together a full-stack quantum narrative that stretches from chip sales to defense contracts, even as its stock...
Cisco Rewrites Its Playbook: Layoffs, Record Sales, and a $9 Billion AI Target
Cisco’s third-quarter results tell a tale of two transformations. The networking giant posted a record $15.84 billion in revenue, well...
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