AI & Quantum Computing
Behind Micron’s 25% Rout: A Fully Booked HBM Pipeline and $25 Billion in New Factories
The sell-off in Micron Technology shares has been brutal, but the company’s order book tells a different story. The stock...
Quantum Stocks Slump Deepens as IonQ Touches New Low Following US Executive Orders
The sell-off in quantum computing shares has intensified, with IonQ falling to a fresh 2026 low on July 16 as...
Ripple’s Political Waiting Game and AI Payments Bet Converge as XRP Lingers Near Lows
The most pressing catalyst for XRP in the near term arrives in Washington on July 17, when President Trump meets...
Airbus Fortifies Digital Defences and Production Flow as Earnings, Orders Loom
Airbus enters the final stretch before its half-year results on 29 July with a series of strategic moves that touch...
Microsoft Faces Split on Wall Street as Earnings Loom: AI Optimism Meets Capex Concerns
Microsoft heads into its fourth-quarter fiscal earnings on July 29 with analysts deeply divided on valuation, even as the vast...
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...
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