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Micron’s $61.5 Billion Forecast Meets a Market Still Fretting Over AI Bills
Earnings
November 2, 2026
Infineon’s Austrian GaN Bet Wins EU Backing as AI Partnerships Deepen
AI & Quantum Computing
October 31, 2026
Nvidia Weighs Backing Nscale Debt While Meta Tie-Up and Chip Controls Share the Spotlight
AI & Quantum Computing
October 30, 2026
AMD Slips 4.8% as Intel’s Warning and AI Spending Jitters Overshadow a Raised Price Target
Market Commentary
October 30, 2026
Cerebras Draws Fire From Two Directions, and Only One Has a Deadline
AI & Quantum Computing
October 29, 2026
Micron’s Idaho Giveback, Taiwan Labor Pact and a 400-Layer NAND Roadmap
Asian Markets
October 29, 2026
Nvidia’s Order Book Is Full; Its Delivery Schedule Is Another Matter
Asian Markets
October 28, 2026
SanDisk’s Four-Year Contracts Face Their First Real Test
Analysis
October 28, 2026
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