TSMC and Samsung both committed to ASML's High-NA EUV lithography roadmap on September 8, with TSMC targeting high-volume manufacturing for advanced nodes starting in 2030 and Samsung planning High-NA…
ChatGPT reached an estimated 100 million monthly active users by January 2023, about two months after its November 30, 2022 launch, according to a UBS analysis based on Similarweb data. The figure, wi…
China is roughly 15 years behind in developing extreme ultraviolet (EUV) lithography machines, according to Frank Rohmund, head of the semiconductor division at Germany's Zeiss Group, a key supplier t…
SpaceX announced plans to invest at least $100 billion in Starbase Louisiana, a 125,000-acre launch complex in Vermilion Parish, with construction starting in 2027 and first launch targeted for 2029. …
Cerebras Systems (NASDAQ:CBRS) trades at $185.43, 40.39% below its May high of $311.07, after Q2 2026 revenue of $180.11 million missed the $193.55 million estimate and GAAP EPS of -2.98 fell short of…
UBS's proprietary machine-learning market fragility indicator, Turbu-lens, hit 0.8 on a scale topping out at 1.0, its highest reading of 2026, signaling conditions are ripe for a severe selloff even a…
AppLovin Corp. (NASDAQ: APP) trades at $305.77, and UBS analyst Stephen Ju maintains a Buy rating with a $790 price target, implying roughly 158% upside despite a 54.62% year-to-date decline. The stoc…
Nvidia Corp. shares have fallen in response to earnings in six of the past eight quarters, including the last four, according to Yahoo Finance AlphaSpace analysis, as the market braces for the company…
Alibaba Group Holding Ltd. launched a HK$80 billion ($10.2 billion) share placement on Sunday to fund artificial intelligence-related development, marking the largest-ever primary follow-on offering b…
UBS estimates hyperscaler capital expenditures could reach about $4.1 trillion from 2026 through 2028, more than three times the $1.292 trillion spent in the previous six years, with Amazon, Alphabet,…
Chainlink's native token LINK surged 22.05% to $11.45 on TradingView, driven by the commercial rollout of its new AI platform, Chainlink for Agents, and hearings before a CFTC advisory committee. Comm…
Marvell Technology Inc. stock fell 6% to $235.20 on Friday as investors priced in dilution from a warrant granted to Alphabet Inc.'s Google, which can buy up to 58,970,907 Marvell shares at $206.58, w…
Barclays is losing senior technology bankers to competitors like UBS just as the AI boom accelerates tech dealmaking, with the bank announcing on August 17, 2026, that Adeel Khan and Mike Joo will bec…
UBS projects the S&P 500 will reach 8,100 by end-2026 and 8,900 by end-2027, driven by broad-based earnings growth across all 11 sectors, with approximately 28% EPS growth in Q2 2026 and 20% for full-…
Longevity tech has evolved from a niche biotech corner into a consumer status symbol, with investment projected to grow from $500 million in 2016 to $8-9 billion in 2026, according to Dealroom data. W…
Samsung Electronics Co. has sold out its entire 2026 supply of HBM4 memory chips, with customer demand concentrated on the product, according to Chief Financial Officer Park Soon-cheol on the company'…
Only 38% of banks that have adopted AI report a financial return, while McKinsey estimates generative and agentic AI could add close to $2 trillion annually to banking, according to Gartner and McKins…
Microsoft, Google, and Amazon now rely on two money-losing AI firms for growth, according to a newsletter post by Ed Zitron citing analyst estimates from Wells Fargo, Barclays, UBS, and Deutsche Bank.…
A newsletter by Ed Zitron reports that financial analysts from Wells Fargo, Barclays, and UBS estimate that 70% or more of the AI revenues of Microsoft, Google, and Amazon come from OpenAI or Anthropi…
UBS analysts led by David Vogt upgraded Jabil (JBL) to buy from neutral, citing a 'multiyear growth cycle,' and the stock rose above its 50-day moving average. The analysts now expect fiscal 2027 reve…