Tech & Software
Nvidia Diversifies Cloud Alliances and Pharma AI as Chip Rout and AMD Pressure Mount
Nvidia has quietly deepened its grip on the AI cloud ecosystem, disclosing a 9.3 percent stake in infrastructure provider Nebius...
Western Digital’s Kioxia Merger Revival Raises Hopes, but the Backlog Story Remains the Anchor
Western Digital shares climbed 2.83% on Monday to €428.50, powered by fresh reports that the storage giant has revived merger...
Bloom Energy’s $1.7 Billion Pact With Nebius Struggles to Offset Regulatory and Short-Seller Concerns
A $1.7 billion financing agreement to deploy Bloom Energy fuel cells at Nebius Group's AI cloud infrastructure represents one of...
Marvell Technology’s Divergent Signals: Record Growth, a $12 Billion Google Deal, and a 35% Monthly Drop
The analyst community is tearing itself in two over Marvell Technology. KeyBanc just slapped a $400 price target on the...
Rigetti Computing: Cash Cushion Meets Valuation Ceiling as Quantum Sector Rebalances
Rigetti Computing is navigating a punishing stretch that combines a sector-wide rotation out of high-risk tech with intensifying scrutiny of...
AppLovin’s Insider Exodus and Pixel Slowdown Raise Questions Ahead of Earnings
A stark disconnect is playing out in AppLovin's stock: while the analyst community largely maintains double-digit upside targets, company insiders...
From Cost Center to Cloud: Meta’s Infrastructure Avalanche Meets a Skeptical Analyst
Meta Platforms is writing the biggest check in its history for data centers, and now Wall Street is split on...
Quantum Stocks Slump Deepens as IonQ Touches New Low Following US Executive Orders
The sell-off in quantum computing shares has intensified, with IonQ falling to a fresh 2026 low on July 16 as...
Starship Scrubs Countdown, Starlink V5 Launches — SpaceX Stock Caught Between Two Stories
The same week SpaceX unveiled a radically lighter Starlink V5 receiver, a Starship engine failure grounded the company’s most ambitious...
ServiceNow Earnings in the Crosshairs: Options Market Bets on 11% Swing as AI Agent Thesis Hangs in the Balance
The options market is flashing a warning that goes beyond the usual pre-earnings jitters. Traders are pricing in an 11%...
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