Hedge funds have sold US semiconductor stocks for four consecutive weeks as of early July 2026, unwinding the dominant chip-over-software trade that drove markets earlier in the year. The reversal fol…
Meta plans to manufacture its next-generation Iris AI chip in September, targeting a 25x increase in compute FLOPS and a 4.5x improvement in memory bandwidth by 2027. The in-house silicon push, fabric…
China is considering new restrictions on foreign access to its most advanced AI models, including limits on open-source and closed-source versions, penalties for leaks, and travel controls on AI execu…
The US Department of Energy announced $17.5 billion in loans to build ten Westinghouse AP1000 nuclear reactors across five sites, aiming to quadruple nuclear capacity to 400 GW by 2050 to meet surging…
BitGo partnered with Silence Laboratories to build quantum-safe multi-party computation wallet infrastructure, completing what they claim is the first post-quantum MPC transaction simulation by a regu…
Robinhood Chain, the brokerage's new Ethereum Layer-2 network, saw ETH holdings surge fivefold and stablecoins climb to $260 million within days of its July 1, 2026 mainnet launch. Built on Arbitrum O…
Chinese technology companies have raised $17.38 billion through IPOs and secondary share sales in Hong Kong so far in 2026, driven by surging investor demand for artificial intelligence, semiconductor…
President Donald Trump and Senator Bernie Sanders both support creating a US sovereign wealth fund, but disagree on the blueprint: Trump proposes taking equity stakes in AI companies, while Sanders' b…
IBM announced on July 9, 2026, a major update to its AI software development platform, IBM Bob, adding multi-agent capabilities to coordinate AI agents across the entire software development lifecycle…
SK Hynix is listing on the Nasdaq through a roughly $28 billion ADR offering, making it the second-largest equity offering in history after SpaceX's IPO. The memory chipmaker, a dominant supplier of h…
China's Ministry of Commerce is considering sweeping restrictions on AI technology, including bans on public releases of frontier models, criminalizing tech leaks, and limiting foreign investment in l…
Semiconductor stocks that surged on AI demand in the first half of 2026 are now declining, with Micron's 346% revenue growth failing to prevent a 7.5% stock drop on July 7. Chipmaker Sequans Communica…
France's antitrust regulator is finalizing an investigation into Nvidia over alleged anti-competitive practices tied to its GPU dominance and CUDA software ecosystem, with potential fines of up to 10%…
SK Hynix's $28 billion US share sale was oversubscribed seven times, drawing $196 billion in demand, as Wall Street investors rush to gain exposure to the AI infrastructure boom. The South Korean memo…
Databricks tested Zhipu AI's open-weight model GLM-5.2 in July 2026 and found it matches Claude Opus 4.8 on enterprise coding quality while costing 34% less per task. The model scored 62.1% on SWE-ben…
Cerebras Systems announced plans to deploy 200 megawatts of AI compute capacity across Europe by 2027, with initial capacity online by late 2026. The build-out, spanning France, Norway, and Finland, w…
SK Hynix, the South Korean memory chipmaker, is preparing to list on the Nasdaq through American depositary receipts, targeting approximately $28 billion in proceeds. The offering is already more than…
Bain Capital confirmed that a special-purpose vehicle it set up for SK Hynix still holds a 14% stake in Kioxia Holdings, as Bain itself fully exited its position in the Japanese NAND flash memory comp…
ChangXin Memory Technologies (CXMT), China's leading DRAM chipmaker, received approval for a $4.3 billion IPO on Shanghai's STAR Market, the largest in the exchange's history. The company plans to use…
Meta is testing a 'super sensing' mode for its Ray-Ban smart glasses that could enable continuous environmental recording, raising privacy concerns. The company sold over 7 million pairs in 2025, sign…