AI & Quantum Computing
POET Technologies: A $400 Million Cash Pile Meets a $503,000 Revenue Stream as Laser Shortage Fuels Ambition
The story at POET Technologies is one of staggering contrasts. The company has banked $400 million from a May capital...
Nvidia’s Ethernet Coup and Roche’s Blackwell Bet Battle a 7% Rout and China Headwinds
A brutal session on Friday erased roughly $1.2 trillion in market value across the semiconductor sector, and Nvidia was not...
Nebius: Record Revenue Meets Relentless Volatility in the AI Infrastructure Race
Investors who bought Nebius shares at last summer’s trough have seen their position swell by roughly 350% in twelve months....
For Keel Infrastructure, the Russell 3000 Spot Is Just the Prologue to a Lease-Driven Narrative
Keel Infrastructure has all the ingredients of a story that markets love: a rebrand from a Bitcoin miner to an...
AMD’s 140% Surge Meets the ‘Jalapeño’ Test: Why the Next Move Isn’t About Chips Anymore
AMD closed Friday at €457.30, shedding 2.31% on the session. After a year-to-date gain of roughly 140% and a 272%...
Alphabet’s Cloud Capacity Crunch: Why a $460 Billion Backlog Means Dow Inclusion Comes at a Cost
Alphabet enters the Dow Jones Industrial Average on Monday, but the timing could hardly be more awkward. The Google parent’s...
From AI Labs to Empty Shell: VERSES AI Loses Its Scientific Heart and Last Hope
The day VERSES AI shut down its artificial intelligence operations, it wasn't just a corporate decision — it was the...
IBM’s Rally: A Quantum Policy Windfall and Software Strength, Shadowed by an AI Literacy Gap
IBM shares have clawed back nearly 10% over the past seven trading days, closing Friday at €237.80 and reclaiming the...
Broadcom Secures Cloud and AI Partners as Share Price Nears Key Technical Floor
Broadcom has strengthened both its enterprise cloud and artificial intelligence credentials in recent weeks, yet the stock continues to slide....
Nvidia Insider Sales Hit $410M as OpenAI’s Jalapeño Chip Tests Dominance
Nvidia’s boardroom and its competitive landscape are both sending mixed signals. While CEO Jensen Huang declared the debate over AI...
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