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AMD Sinks With Chip Peers as AI Spending Math Comes Under Scrutiny
Market Commentary
October 14, 2026
SK Hynix Pitches Post-HBM Roadmap at SEDEX While CXMT Poaching and Foreign Outflows Test the AI Memory Trade
AI & Quantum Computing
October 14, 2026
Oracle’s $13 Billion New Mexico Bet Hinges on a Pipeline Approval and a Power Deal That Isn’t Signed Yet
Analysis
October 14, 2026
PayPal Gears Up for Q3 Report With PYUSD Treasury Wins and a Venmo Card Incentive
Analysis
October 14, 2026
Applied Digital’s 54% Slide Puts Its Debt-Funded AI Buildout Under the Microscope
Market Commentary
October 13, 2026
Oracle’s Project Jupiter Power Proposal Lifts Shares as Analysts Stay on the Sidelines
Analysis
October 13, 2026
D-Wave Quantum Secures Multi-Year SkyWater Foundry Deal While Legal Cloud and Sector Jitters Keep Shares Near 52-Week Low
AI & Quantum Computing
October 13, 2026
Netlist’s Micron Deal Has Two Moving Parts — and Only One Is Driving the Stock
Semiconductors
October 13, 2026
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