IBM unveiled the world's first 0.7nm chip technology on June 25, packing roughly 100 billion transistors onto a fingernail-sized chip. The sub-1nm breakthrough nearly doubles transistor density over I…
Micron Technology reported fiscal Q3 2026 revenue of $41.46 billion, crushing analyst estimates of $35.8 billion and easing fears of an AI spending slowdown. The memory chipmaker guided Q4 revenue to …
JPMorgan Global Research projects global AI and data center capital expenditure will reach at least $5 trillion by 2030, with hyperscalers spending $342 billion in 2025 alone. The bank's midyear outlo…
IBM Research unveiled NanoStack, a sequential stacking CMOS transistor architecture that promises 50% area reduction and up to 70% power savings compared to its 2 nm node. The design targets the CMOS …
IBM and University of Illinois researchers published a new method for vertically stacking transistor layers using ultrathin silicon nanomembranes, achieving 98-100% device yields at temperatures below…
Surging demand from AI data centers has doubled memory chip prices in early 2026, driving up costs for smartphones, computers, and home appliances by up to 20%, with potential 50% spikes by mid-year. …
Google, Amazon, and Microsoft are facing investor scrutiny over the massive water consumption of their AI data centers, which consumed nearly 1 trillion liters in North America in 2025. Shareholder re…
Micron Technology reported fiscal Q3 2026 revenue of $41.46 billion, far exceeding Wall Street's $35.8 billion estimate, and earnings per share of $25.11, sending its stock up 15% in after-hours tradi…
Raise US, a new organization, announced a $500 million initiative over three to four years to support AI workforce development, though details on funding sources, leadership, and political backing rem…
OpenAI's Codex surpassed 3 million weekly active users, a fivefold increase since January 2026, driven by new multi-agent execution and computer control capabilities. Enterprise clients including Gold…
Amazon announced a $48 billion investment in India through 2030, focusing on AI infrastructure, cloud computing, and job creation. The initiative aims to support 15 million small businesses, provide A…
Apple CEO Tim Cook confirmed that price increases for the upcoming iPhone 18 Pro are unavoidable due to a global memory chip shortage driven by AI demand, with DRAM and NAND costs surging up to 75% ye…
SK Hynix, the dominant HBM chipmaker with 57% market share, plans a $29.65 billion Nasdaq listing on July 10, 2026, in the largest Korean ADR offering ever. The move challenges Micron Technology's pos…
Billionaire fund managers David Tepper and Seth Klarman have made Amazon their largest portfolio holding, with Appaloosa Management nearly doubling its stake and Baupost Group increasing its position …
Morgan Stanley upgraded Qualcomm to Equalweight and raised its price target to $231, citing strong data center growth prospects. The upgrade marks a reversal from the bank's previous bearish stance, a…
Tower Semiconductor's market capitalization surged to approximately $38 billion in mid-June 2026, briefly making it Israel's most valuable publicly traded company, surpassing Teva Pharmaceutical, driv…
House Democrats are pressing the SEC for clarity on how it monitors trading platforms using AI agents to make investment decisions for retail investors, focusing on accountability when algorithms mana…
Micron Technology and Qualcomm reported earnings on June 24 that exceeded expectations, adding over $400 billion in market value to chipmaker stocks. Micron disclosed $22 billion in customer commitmen…
Ripple's RLUSD stablecoin launched in Japan on June 25, 2026, after receiving approval from the Financial Services Agency. The dollar-backed token is distributed through SBI VC Trade, leveraging Japan…
Thailand projects record $366.8 billion in exports for 2026, driven by surging global demand for AI-related electronics components. The country's electronics sector has expanded for over 19 consecutiv…