AI & Quantum Computing
Marvell Technology: 5 Million Photonic Chips and a 36% Drop — Inside the Two Faces of the AI Connectivity Play
Marvell Technology posted a record quarterly revenue of $2.42 billion in the first quarter of fiscal 2027, yet its stock...
Broadcom’s TPU Dominance Reaffirmed, but Insider Selling and a Sector Rotation Subplot Test the Rally
Even as Broadcom solidifies its standing as the second-biggest winner from the artificial intelligence chip boom — trailing only Nvidia...
IonQ: A 27.8% Drop in Nine Days, But Analysts See 76% Upside — The Quantum Divide
The rally that briefly lifted IonQ shares on Wednesday — a 1.86% gain to €34.99 — felt more like a...
ServiceNow Aims to Be the Traffic Cop of Enterprise AI — Now Comes the Hard Part
Enterprise technology chiefs have a problem: they want to deploy AI agents but do not fully trust them to act...
Microsoft’s Finnish Bet and $190 Billion Capex Signal Long-Term Faith as Earnings Loom Over a Beaten-Down Stock
While Microsoft's stock languishes near 52-week lows and the market frets over a shift in enterprise software spending, the company...
D-Wave Quantum’s Nasdaq Debut Arrives Amid a Wobble — But Federal Funding Offers a Lifeline
D-Wave Quantum will begin trading on the Nasdaq on July 27, swapping the floor of the New York Stock Exchange...
Meta Doubles Down on AI Infrastructure in Louisiana While Pivoting to Paid Cloud with Muse Spark 1.1
Meta is executing a two-pronged strategy that pairs the world’s largest data-centre buildout with a fundamental shift in how it...
Micron Is Building a Memory Empire in Upstate New York — But the Stock Has Already Priced In the Next Decade
The concrete is flowing in Clay, New York, where Micron Technology has kicked off the main construction phase of what...
Navitas Semiconductor: A Patent Fight Clouds the AI Story That Wall Street Wants to Believe
A patent infringement lawsuit filed by rival Wolfspeed has added another layer of pressure to Navitas Semiconductor, a stock already...
Applied Materials Caught in Korean Selloff, But $225 Billion Fab Equipment Boom and 40-Month Supercycle Offer Support
A sharp selloff in Seoul sent shockwaves through semiconductor supply chain stocks on Monday, with Applied Materials shedding 3.38 percent...
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