AI & Quantum Computing
Siemens Pushes Autonomous Factory AI Into the Mainstream as May Earnings Approach
The industrial giant is moving beyond digital assistants. Siemens has launched its "Eigen Engineering Agent" into general availability, a software...
D-Wave Quantum’s $6.8 Billion Valuation Hinges on Turning Orders into Revenue
The math behind D-Wave Quantum’s stock price is becoming increasingly difficult to square with its financial statements. The quantum computing...
SK Hynix Pushes Deeper Into Custom Chips as TSMC Alliance Tightens
The numbers coming out of SK Hynix are the kind that reshape how investors think about memory makers. The South...
Nvidia Hits $5 Trillion Market Cap as Blackwell Backlog Hits 3.6 Million Units
Nvidia crossed the $5 trillion valuation threshold for the first time on Friday, capping a week that saw the chipmaker's...
D-Wave Quantum’s Post-Nvidia Hangover: Insider Sales and a $20 Million Cash Burn Cloud the Earnings Horizon
The euphoria that swept through D-Wave Quantum in mid-April has given way to a sobering reality check. After Nvidia’s announcement...
Micron’s Political Gambit and Production Crunch: Inside the 424-Euro Rally
The memory-chip maker Micron Technology has become a study in contrasts. Its shares hit a fresh 52-week high of 424.00...
Alphabet’s $40 Billion Anthropic Wager Puts Cloud Earnings Under the Microscope
Alphabet has placed one of the most consequential bets in corporate history on artificial intelligence, committing up to $40 billion...
Bloom Energy’s AI-Powered Rally Faces a Reality Check Next Week
The math behind Bloom Energy’s staggering share price ascent is deceptively simple: artificial intelligence consumes vast amounts of electricity, and...
Alibaba Turns the Pricing Screw on Cloud Services as AI Spending Spooks Investors
The Chinese e-commerce and cloud computing giant is pursuing a high-stakes strategy: pouring billions into artificial intelligence infrastructure while simultaneously...
Salesforce Stock Sinks 31% This Year Despite $25 Billion Buyback and Google AI Deal
The disconnect between corporate strategy and market sentiment has rarely been starker than at Salesforce right now. While management rolls...
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