AI & Quantum Computing
The $27 Billion Question: Can Micron’s Capacity Splurge Fend Off Burry’s Bear Thesis and SK Hynix’s Nasdaq Debut?
Record quarterly numbers. A stock that has tripled in 2025. And yet Micron Technology finds itself under siege from two...
ServiceNow’s AI Pivot Attracts Analyst Endorsement, Yet Extreme Volatility Exposes a Market Deeply Divided
A curious tension grips ServiceNow. The enterprise software giant has repositioned itself as the "AI control tower" for corporate networks,...
Nebius’s $1.2 Billion Super-Campus Bet Faces a Bruising Reality Check
The city council of Independence, Oregon, gave Nebius the green light to build its most ambitious project yet: a 1.2-gigawatt...
Microsoft’s ‘Frontier Company’ Takes the AI Fight to Clients’ Shop Floors with $2.5 Billion and an Open-Model Strategy
Microsoft is tearing up the software playbook. Instead of selling licenses and hoping customers figure out implementation, the tech giant...
Palantir’s AI Sovereignty Pitch Wins on Capitol Hill but Meets Resistance in Westminster
Palantir Technologies is riding a two-week spell of powerful headlines — an expanded Nvidia partnership, a presidential investor buying more...
Corning’s AI-Driven Rally Hits a Crossroads as Shares Plunge 28% From Record
The stock that turned a glass-and-cable manufacturer into a $192 billion AI darling is now confronting a brutal reality check....
Semiconductor ETF Rebounds After Steep Selloff as TSMC Expansion and Nvidia Tailwinds Offset Dilution Fears
The iShares MSCI Global Semiconductors UCITS ETF staged a dramatic recovery on Friday, closing at €19.37 — a 5.12% jump...
ServiceNow’s Rally Faces a Reality Check as AI Monetization and Margin Drag Collide
A 6.35 percent weekly gain has pulled ServiceNow shares from the depths, but the stock still sits nearly 10 percent...
German Court Rules AI Detectors Alone Cannot Prove Cheating, as Firms and Job Seekers Navigate New Landscape
A Berlin administrative court has set a legal benchmark that ripples well beyond the lecture hall. In a ruling on...
ServiceNow Stock Faces a High-Stakes Earnings Showdown After a Whiplash Week and a New Telecom Partnership
ServiceNow shares have been on a wild ride lately. The stock surged nearly 18% over the past seven days, only...
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