Short-selling volumes for Zhipu AI (Z.AI Co.) and MiniMax Group Inc. hit all-time highs in June 2026, with Zhipu recording 178,900 shares shorted (HK$430 million) and MiniMax 239,700 shares (HK$141 mi…
Circle CEO Jeremy Allaire said USDC holds a 99% share of payments made by artificial intelligence systems, according to Coinfomania. Bernstein set a $140 price target on Circle stock (CRCL), implying …
Bernstein maintained an Outperform rating and a $140 price target on Circle Internet Group, implying about 59% upside after CRCL closed Friday at $87.98, as the brokerage expects $USDC adoption to sup…
Arm Holdings' market capitalization surpassed $300 billion in May 2026, peaking at $317 billion on May 21 before settling around $298 billion by mid-August, boosting its acquisition potential in the A…
Shares of ChangXin Memory Technologies (CXMT), China's leading DRAM maker, jumped 12 per cent on Monday to close at a record 61.80 yuan (US$9.16), lifting its market capitalisation to 4.13 trillion yu…
Bernstein, a deterministic orchestrator for CLI coding agents, is now in beta, enabling users to run 44 CLI coding agents from a single scheduler. Developed by sipyourdrink-ltd, Bernstein coordinates …
Tencent Holdings Ltd. reported Q2 revenue of $30.3 billion, up 11 percent, and net profit of $10.3 billion, up 9 percent, while disclosing $53 billion in capital expenditure. President Martin Lau said…
Bernstein analyst Chad Dillard warned in a note on Wednesday that the U.S. MEP (mechanical, electrical, and plumbing trades) labor pool is smaller than the 1.8 million headline labor force suggests, w…
Bernstein raised its price target on Riot Platforms (RIOT) to $35 from $30, citing the Bitcoin miner's AI data center pivot, which triggered a 27% surge in pre-market trading. The upgrade follows Riot…
Advanced Micro Devices shares fell 7.4% in premarket trading Wednesday, erasing about $61.1 billion in market value, after the company's third-quarter revenue forecast of about $13 billion, while abov…
Bernstein projects the global server market will exceed $1 trillion by 2028, driven by accelerating AI infrastructure spending, according to its Q2 2026 AI tracker report released on August 3, 2026. T…
Alphabet, Microsoft, Meta, and Amazon are collectively spending over $200 billion annually on AI infrastructure, with margins compressing as costs outpace revenue growth. Analysts at Goldman Sachs and…
Meta CEO Mark Zuckerberg said on the company's Q2 earnings call that a 'significant portion' of its compute will go toward training AI models and powering agents, but the company also expects to grow …
Meta's free cash flow collapsed 91% to $784 million in Q2 2026, driven by an AI infrastructure spending spree that CEO Mark Zuckerberg defends as essential for long-term dominance, causing the stock t…
Bernstein managing director Stacy Rasgon and Lopez Research founder Maribel Lopez commented on Qualcomm's position in the AI data center market, with Rasgon suggesting the company could capture a 'tin…
Qualcomm is expected to report Q3 earnings per share of $2.21 on revenue of $9.6 billion, down from $2.77 and $10.3 billion a year ago, as the global memory shortage and AI build-out pressure smartpho…
Nvidia's recent flurry of AI deals, including a $500 billion partnership with SK Group, a $1 billion investment in Naver, and backing up to $600 billion in financing for OpenAI's data center and chip …
Asian chip stocks tumbled on Tuesday, with South Korea's Kospi falling as much as 11% and Samsung Electronics and SK Hynix losing up to 13% and 14%, respectively, as investors pulled back from AI trad…
SanDisk, the S&P 500's best-performing stock in 2026, plunged nearly 11% on July 24 after reporting revenue of $5.95 billion, up 251% year-over-year, as the memory chip sector entered a bear market am…
NVIDIA may halve the CPU-side LPDDR5X memory planned for its Vera Rubin NVL72 rack-scale AI system, according to reports from TrendForce and Wccftech citing GF Securities, while the company's public s…