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    Coherent’s $22.3M Prepayment Fuels AXT’s Wafer Expansion as Semiconductor Rout Bites

    Analysis July 3, 2026

    Oracle’s $638 Billion Cloud Backlog: A Mirage of Liquidity as Cash Burns and Debt Mounts

    AI & Quantum Computing July 3, 2026

    Nvidia’s New Calculus: From Chip Sales to Recurring Revenue as Market Tests Its Transformation

    AI & Quantum Computing July 3, 2026

    Sivers Semiconductors’ €62 Million Placement Sparks 18% Selloff as AI Photonics Ambitions Meet Market Skepticism

    European Markets July 2, 2026

    AST SpaceMobile’s Tightrope Act: Carrier Validation and Launch Cadence Define the Next Move

    Space July 2, 2026

    Nvidia Faces a Dual Squeeze: Losing China While the AI Scarcity Narrative Unravels

    AI & Quantum Computing July 1, 2026

    Qualcomm Lands ByteDance as AI Chip Partner, Yet Shares Stay Under Pressure as Key Tests Loom

    AI & Quantum Computing July 1, 2026

    IBM’s July 22 Earnings Will Test Whether the Quantum and AI Hype Is Real

    Dow Jones July 1, 2026
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