AI &amp; Quantum Computing

A memory chip supply crunch that has quintupled procurement costs since last autumn is colliding with an ambitious push into...

Amazon Raises $40 Billion in Debt for AI Infrastructure as Internal Costs Mount on Alexa Overhaul

Amazon has tapped the bond market for nearly $40 billion in early July, proceeds that will flow directly into data...

Microsoft’s High-Wire Act: Cost Trims and AI Ambitions Set Stage for July 29 Earnings

Microsoft's quarterly report on July 29 looms as a defining moment for a company wrestling with competing pressures. The stock,...

IBM’s AI Monetization Test Narrows to One Earnings Report

Friday’s 2.28% slide in IBM’s shares, which closed at €252.40, could easily be dismissed as a garden-variety pullback after a...

AI Factories, Buybacks, and a Legal Settlement: The Three Pillars Behind Alibaba’s Weekly Surge

by Jackson Burston

Alibaba’s stock has clawed back 14.34 percent in a single week, closing at €98.10 in Frankfurt on Friday, as a...

Patent Lawsuit and Index Removal Derail Navitas Semiconductor’s AI Data Center Dreams

Navitas Semiconductor is discovering that even a sizzling pivot to artificial intelligence infrastructure cannot insulate a stock from legal turbulence....

Lam Research: Analyst Price Targets Soar to $425 as the Stock Holds Its Breath

The semiconductor equipment maker Lam Research finds itself in an odd spot. Its shares have barely budged over the past...

ServiceNow’s Autonomous AI Bet Faces Its Moment of Truth on 22 July

The countdown is on. ServiceNow's second-quarter earnings release on 22 July 2026 will serve as the first real referendum on...

Nokia’s Military 5G Partnership Delivers Brief Rally Before Profit-Taking Ensues

Nokia shares staged a dramatic two-day swing this week, surging 8.7 percent on Thursday after the Finnish telecom equipment maker...

Nvidia’s Dividend Hike Buys Time as Memory Crunch and Custom Chips Loom