Investors are selling off long-dated bonds tied to AI infrastructure as Big Tech's $159 billion borrowing binge in 2025-2026 tests market appetite. The selloff reflects growing selectivity about durat…
Japan-backed Rapidus aims to mass-produce 2 nm chips by 2027 at lower prices than TSMC, but TSMC's dominant market share, customer relationships, and manufacturing scale make it difficult for challeng…
Microsoft has launched hosted agents for its Azure AI Foundry platform to general availability, offering a managed, framework-agnostic runtime for deploying AI agents across more than 20 Azure regions…
Goldman Sachs raised AMD's price target to $640, citing surging demand for AI chips driven by agentic AI systems. AMD stock has gained over 100% year-to-date as analysts project sold-out capacity and …
Microsoft laid off 4,800 employees, including 1,600 from Xbox, while receiving approval for 2,273 H-1B visas, sparking backlash over corporate priorities. The cuts are part of a broader shift toward A…
UBS's machine-learning 'Turbu-lens' market fragility index hit an all-time high of 0.8 in early June 2026, signaling conditions for a potentially severe market correction. The bank's framework, which …
The Trump administration authorized over $1 billion in Nvidia GPU shipments to UAE-based AI firm G42 after rescinding Biden-era chip export limits, while a UAE-linked entity invested $500 million in P…
Kraken released an open-source CLI tool on March 11 that enables autonomous AI agents to trade cryptocurrencies without human intervention. The Rust-based binary supports spot and futures trading, sta…
SK Hynix's $27 billion Nasdaq IPO, which was 7x oversubscribed, triggered a risk-on wave that boosted cryptocurrency markets, with altcoins posting double-digit gains. Bitcoin rose 1.8% to near $64,00…
SK Hynix completed a record $26.5 billion US share sale and signaled it may issue more if returns remain strong, potentially diverting institutional capital from cryptocurrencies toward AI infrastruct…
SK Group Chairman Chey Tae-won announced a strategic pivot to Memory-as-a-Service (MaaS), using CXL interconnect technology to sell pooled memory on demand rather than physical chips. The move aims to…
Microsoft integrated OpenAI's GPT-5.6 as the default model for its 365 Copilot suite on July 9, 2024, enhancing complex multi-step tasks across Word, Excel, and PowerPoint. The deployment raises trans…
Morgan Stanley Wealth Management Chief Investment Officer Lisa Shalett warned investors on June 5 that the AI-driven rally in semiconductor stocks may be nearing its end, comparing it to the dot-com e…
Meta plans to begin production of its proprietary 'Iris' AI chip in September 2026 as part of a strategy to double computing power to 14 gigawatts by 2027 and deliver personal super intelligence to us…
SK Hynix's American Depositary Receipts are indicated to open at $180, a 21% premium above its $149 IPO price, in the largest foreign listing in US history. The South Korean chipmaker raised $26.5 bil…
Sunrun, the largest US residential solar provider, launched a pilot program to install AI compute nodes in customers' homes, paying homeowners to host the hardware and selling the compute power to ent…
The UK Ministry of Defence awarded a £2 billion contract to a Raytheon UK-led consortium to overhaul British Army training using AI, analytics, and simulation. The 15-year Army Collective Training Sys…
Empery Digital sold 1,400 Bitcoin to fund a $65 million investment in a 150 MW AI data center project in the Midwest developed with Hunt Properties. The company, which rebranded from Volcon as a Bitco…
Sphere 3D Corp., a Bitcoin miner formed by a merger with Cathedra Bitcoin, is pivoting its 53 MW data center platform toward AI and high-performance computing workloads. The company has hired EA Advis…
SoftBank Corp and PayPay are in preliminary talks to acquire a $1.85 billion stake in Seven & i Holdings, parent of 7-Eleven, aiming to integrate AI-powered store management and mobile payments. The d…