Nasdaq
Navitas Semiconductor Loses Half Its Value as Dilution Fears Overwhelm GaN Growth Story
The world’s largest cloud providers are expected to spend nearly $800 billion on AI infrastructure this year, yet one key...
Amazon Surpasses Walmart in Annual Sales as AWS Seals $1 Billion Intelligence Cloud Initiative
Amazon has crossed a watershed moment in retail history, but its future may be written in the cloud. The company’s...
Nvidia Hires Microsoft’s Parker to Steer Global Operations as AI Infrastructure Pivots to Power and Finance
Nvidia has poached Nicholas Parker from Microsoft to run its worldwide operations, handing him a guaranteed compensation package north of...
Nvidia Tightens Its Grip on AI Infrastructure With a $500 Billion Backlog and a New Financing Model
Nvidia is no longer content with simply selling chips. The company is rewriting its revenue playbook, moving from upfront hardware...
Starbase Static Fire Clears Path for Next Starship Test as SpaceX Stock Hovers at a Crossroads
The latest hurdle for SpaceX’s Starship program was cleared on July 2 in Texas, where the upper stage known as...
Realbotix Faces a Pivotal Gamble: Nasdaq Listing Hinges on Supply Chain and Shareholder Approval
Realbotix is navigating one of the most volatile stretches in its short public history as it pursues a high-stakes reverse...
Lam Research’s Whiplash Week: Record High, Insider Sales, and a $600 Million China Question
The stock of chip-equipment maker Lam Research ended a week of extremes on a sour note. After touching an all-time...
Nvidia Blazes a New Path: Sovereign AI, Desktop Supercomputers, and a Push Beyond Big Tech
Nvidia is quietly rewriting its playbook, shifting from a near-total reliance on the world's largest cloud providers toward a far...
SK Hynix’s AI Rally Hits a Dual Barrier: Legal Risk and a Cloud-Sizing Dilemma
SK Hynix’s share price has tumbled more than 24% from its June record, caught between a US cartel lawsuit and...
Micron’s Transformation Under the Microscope: $22 Billion in Prepayments, a Cartel Lawsuit, and the GM Bet
The narrative around Micron has never been more conflicted. On one hand, the memory-chip maker has locked down roughly $22...
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