| Date | Title | Description |
| 08.04.2026 | SiMa.ai Secures Strategic Investment from Micron to Scale High-Performance, Power-Efficient Physical AI | , a leader in Physical AI, announced a strategic investment from Micron Technology, Inc., strengthening its ability to scale production-ready, high-performance Physical AI solutions for real-world intelligent systems. The investment deepens... |
| 03.04.2026 | Chinese chip firms hit record high revenue driven by the AI boom and U.S. curbs | Chinese chip companies from SMIC to Hua Hong have reported record high revenue for 2025 with analysts projecting further growth.
This has been driven by huge demand for semiconductors related to AI.
But U.S. restrictions over the last few y... |
| 02.04.2026 | AI Investment Surge Fuels Market Rally Amid Geopolitical Hopes | Nvidia poured $2 billion into Marvell Technology. This investment strengthens AI infrastructure. It expands Nvidia's vital AI ecosystem. Marvell shares jumped significantly. The partnership targets custom AI chips, advanced silicon photonic... |
| 01.04.2026 | Stocks making the biggest moves midday: Eli Lilly, Hasbro, Philip Morris, Intel, Micron & more | - |
| 31.03.2026 | Here are Tuesday’s biggest analyst calls: Nvidia, Apple, Tesla, Microsoft, Micron, Visa, Cisco, Arista Networks & more | - |
| 31.03.2026 | Snap climbs 14% as activist Irenic suggests changes to boost stock’s value 7x | Snap shares climbed 14% after activist Irenic Capital suggested changes to boost the company’s value.
Irenic’s letter outlines six steps to raise the stock price from its current $3.93 to $26.37.
Major steps include reducing the workforce b... |
| 31.03.2026 | OpenAI closes record-breaking $122 billion funding round as anticipation builds for IPO | OpenAI announced it closed its record-breaking funding round at a post-money valuation of $852 billion.
The round totaled $122 billion of committed capital, up from the $110 billion figure that the company previously announced.
OpenAI said ... |
| 31.03.2026 | Marvell stock pops 13% as Nvidia takes $2 billion stake, continuing run of similar bets | Nvidia made a $2 billion investment in Marvell Technology as demand for artificial intelligence tools skyrockets.
The partnership will a make it easier for customer to build on Nvidia’s AI infrastructure system.
Nvidia has made similar $2 b... |
| 31.03.2026 | These stocks got hit hard in March. Analysts see them rebounding | - |
| 31.03.2026 | Oracle cutting thousands in latest layoff round as company continues to ramp AI spending | Oracle is conducting a round of layoffs, two people familiar with the move told CNBC.
The layoffs were in the thousands, the people said.
The software maker has continued to increase spending on data center infrastructure that can handle AI... |
| 31.03.2026 | Amazon settles Teamsters case alleging it retaliated against striking workers | Amazon has reached a settlement with the National Labor Relations Board in response to charges filed by the Teamsters and some employees alleging it retaliated against striking workers.
The Teamsters alleged Amazon illegally docked employee... |
| 31.03.2026 | Anthropic leaks part of Claude Code’s internal source code | Anthropic accidentally leaked part of the internal source code for its coding assistant Claude Code, according to a spokesperson.
The leak could help give software developers, and Anthropic’s competitors, insight into how it built the viral... |
| 30.03.2026 | Judge Blocks DOD Blacklisting of Anthropic AI | Anthropic secured a preliminary injunction against the Trump administration. A judge halted the DOD's blacklisting of its AI models. The government labeled Anthropic a supply chain risk. This followed a contract dispute over AI use. Anthrop... |
| 30.03.2026 | Palo Alto shares pop as CEO Nikesh Arora buys stock for first time in years | Palo Alto Networks CEO Nikesh Arora disclosed his first share purchase since November 2019, totalling about $10 million
New tools from Anthropic and a software selloff spurred by AI disruption concerns have put pressure on cybersecurity sto... |
| 30.03.2026 | Micron stock sinks 10%, further cratering in post-earnings sell-off | Micron shares fell 10% Monday, continuing a slide that began after the company reported earnings on March 18.
The memory company’s stock has cratered 30% since that blowout report.
CEO Sanjay Mehrotra said on the earnings call that the comp... |
| 30.03.2026 | Samsung-backed AI chip firm Rebellions raises $400 million ahead of IPO | South Korean AI chip startup Rebellions raised $400 million at a valuation of $2.34 billion.
The company plans to use the funds to expand in the U.S. as it prepares for an initial public offering.
Rebellions’ chips are focused on AI inferen... |
| 27.03.2026 | SK Hynix Fuels AI Boom with U.S. Listing and Billions in Chip Investments | SK Hynix is aggressively expanding global memory chip production, driven by surging AI demand. The company confidentially filed for a U.S. listing, targeting up to $10 billion to fund massive capacity boosts. This strategic move aims to sol... |
| 27.03.2026 | Tech stocks suffer worst week in nearly a year, driven down by war worries, Meta legal woes | The Nasdaq slumped 3.23% this week, its worst drop since April 2025.
Meta slid more than 11% after two court defeats, and Micron fell more than 15% as investors rotated out of the memory company following a huge pop.
Surging oil prices due ... |
| 27.03.2026 | Cybersecurity stocks fall on report Anthropic is testing a powerful new model | Cybersecurity stocks slumped on Friday on a report that Anthropic is testing a powerful new artificial intelligence model called Mythos that presents potential security risks.
The rise of AI is putting pressure on cybersecurity companies to... |
| 27.03.2026 | Governor Hochul Announces Over $43 Million in Community Investment Funding for Central New York as Part of Historic Partnership With Micron Technologies | Governor Kathy Hochul today announced that Micron has awarded nearly $35 million in community investments for Central New York as part of its broader agreement to establish the largest semiconductor manufacturing facility in the United Stat... |
| 27.03.2026 | Memory chip stocks were the big winners of 2026 — until lately. What to do with the shares now | - |
| 26.03.2026 | A Google AI breakthrough is pressuring memory chip stocks from Samsung to Micron | Google said this week that its research on a new compression method could reduce the amount of memory required to run large language models by six times.
SK Hynix, Samsung and Micron shares fell as investors fear fewer memory chips may be r... |
| 26.03.2026 | Stocks making the biggest moves premarket: Micron, Sandisk, Newmont and more | - |
| 26.03.2026 | Why memory chip stocks are getting hit hard for the second day in a row | - |
| 26.03.2026 | David Sacks says his time as Trump’s crypto and AI czar has ended | Trump’s AI and crypto czar David Sacks said his role as a special government employee has ended.
Sacks said he will remain a part of the President’s Council of Advisors on Science and Technology.
Sacks has been a prominent figure in the Tru... |
| 26.03.2026 | Clarivate Reveals the AI50 - the Organizations Leading Artificial Intelligence Invention | LONDON, March 26, 2026 /PRNewswire/ -- Clarivate Plc (NYSE:CLVT), a leading global provider of transformative intelligence, today announced the Clarivate AI50, a new data-driven benchmark of organizations demonstrating exceptional leadershi... |
| 26.03.2026 | Anthropic wins preliminary injunction in DOD fight as judge cites ‘First Amendment retaliation’ | A federal judge in San Francisco granted Anthropic’s request for a preliminary injunction in its lawsuit against the Trump administration.
Anthropic sued the administration to try to reverse the Defense Department’s decision to blacklist th... |
| 26.03.2026 | AI and bots have officially taken over the internet, report finds | A new report found that bots have surpassed human internet traffic.
HUMAN Security’s State of AI Traffic report found that automated traffic grew eight times faster than human traffic year-over-year.
Traffic from AI agents like OpenClaw gre... |
| 26.03.2026 | Clarivate Reveals the AI50 – the Organizations Leading Artificial Intelligence Invention | , a leading global provider of transformative intelligence, announced the Clarivate AI50, a new data-driven benchmark of organizations demonstrating exceptional leadership in high-impact artificial intelligence (AI) inventions.
Following ou... |
| 25.03.2026 | 5 Things to Know
U.S.-Iran negotiations, Meta trial verdict, OpenAI shuts Sora and more in Morning Squawk | This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox.
Happy Wednesday. I spent yesterday evening at a market technicals event and then went to watch the “Hannah Montana 20th Anniversary Special.”... |
| 25.03.2026 | SK Hynix files confidentially for U.S. listing as it rides ‘unprecedented growth’ in memory market | SK Hynix said in a filing that it aims to proceed with a U.S. listing within 2026.
However, details such as the size, method, and schedule of the public offering have not yet been finalized.
SK Hynix and competitors such as Micron and Samsu... |
| 25.03.2026 | Arm expands compute platform to silicon products in historic company first | News highlights
Arm extends its platform breadth to include production silicon products for the first time, offering the broadest choice of compute across IP, Arm Compute Subsystems (CSS) and silicon
Introducing the first Arm-designed data ... |
| 25.03.2026 | We’re adding to an out-of-favor stock with limited exposure to Iran war upheaval | - |
| 24.03.2026 | Arm releases first in-house chip, with Meta as debut customer | CNBC got an exclusive first look at Arm’s first ever in-house chip, the AGI CPU, purpose-built for running AI inference in data centers.
Meta is the first official customer for the new chip, with seven other committed customers including Op... |
| 24.03.2026 | Micron stock sinks for a fourth straight day despite dominant earnings report | After reporting blowout second-quarter earnings last week, Micron stock has dipped around 14%.
The memory company has benefitted from the surge in demand for artificial intelligence chips.
Micron CEO Sanjay Mehrotra said the company can onl... |
| 24.03.2026 | Daily Stock Market Live
Dow rises 300 points as traders hope U.S. and Iran can reach ceasefire deal: Live updates | Stocks jumped on Wednesday as oil prices pulled back and traders hoped the U.S. and Iran could reach an agreement for a ceasefire.
The Dow Jones Industrial Average gained 305.43 points, or 0.66%, and closed at 46,429.49. The S&P 500 ros... |
| 23.03.2026 | AI Reshapes Software: Valuations Under Fire as Disruption Accelerates | Artificial intelligence profoundly reshapes the software industry. Top private equity leaders foresee continued market volatility. Software valuations face unprecedented scrutiny. Revenue models are fundamentally questioned. AI-driven compe... |
| 23.03.2026 | China's OpenClaw Obsession: AI Agent Fuels Productivity, Triggers Security Alarms | China is gripped by an AI agent frenzy. OpenClaw, a viral personal digital assistant, sees unprecedented adoption. Tech giants Baidu and Tencent aggressively promote the open-source tool, hosting mass installation events. Local governments ... |
| 23.03.2026 | Atomic Precision Innovation Center Opens in Singapore to Power the Next Era of AI Hardware | Applied Angstrom Technology's first-of-its-kind R&D facility strengthens Singapore's position in the Angstrom Era of semiconductor manufacturing
SINGAPORE, March 23, 2026 /PRNewswire/ -- Applied Angstrom Technology (AAT), a semiconducto... |
| 23.03.2026 | Когда вычисления станут бесконечными: разбор интервью Илона Маска от 5.02.26 | Преамбула. Человек в очереди
В 1937 году дальнобойщик Малком МакЛин простоял несколько часов на причале в Нью-Джерси — ждал, пока грузчики вручную перекладывают тысячи ящиков с его грузовика на борт корабля. Разгрузка шла медленно: каждая е... |
| 21.03.2026 | AI Reshapes Workforce: Tech Giants Cut Jobs, Crypto.com Leads Shift | The tech industry grapples with a monumental shift. Artificial intelligence is driving widespread job cuts. Companies are restructuring. Crypto.com exemplifies this trend, slashing 12% of its workforce. Other giants like Meta, Block, and At... |
| 21.03.2026 | Global Tech Crucible: AI Fuels Memory Boom Amid Market Unrest | Markets face deep turbulence. The Federal Reserve holds rates steady. Stubborn inflation concerns persist. Geopolitical tensions in the Mideast impact global energy supplies. This creates widespread uncertainty. Yet, one powerful force driv... |
| 20.03.2026 | Supermicro Powers Next-Gen AI: Unveils Storage Breakthroughs, Integrated Data Platforms at GTC 2026 | Supermicro showcased critical advancements in AI infrastructure at GTC 2026. It introduced the CMX storage server, a pioneering solution based on NVIDIA's STX architecture. This server boosts AI inference performance for complex workloads t... |
| 20.03.2026 | Amazon Accelerates Delivery Speed, Reshaping E-commerce | Amazon introduces paid 1-hour and 3-hour delivery across thousands of US locations. Prime members enjoy discounted rates. This move intensifies the e-commerce battle for speed. Amazon leverages advanced logistics, AI, and robotics. The comp... |
| 20.03.2026 | Memory crisis latest: What we learned from the world’s top producers this week | Micron, Samsung and SK Hynix, the world’s top memory makers, all made headlines this week.
Micron’s stock fell after it blew away earnings expectations and raised spending expectations, while Samsung expects to spend $73 billion this year.
... |
| 20.03.2026 | The Tech Download: Agentic tools and chips take center stage at Nvidia’s ‘Super Bowl of AI’ | Skip the noise. Get the download.
Nvidia’s yearly showcase event — dubbed the ‘Super Bowl of AI’ by some — kicked off at the start of the week to much fanfare.
The world’s most valuable company made two new big chip announcements, alongside... |
| 20.03.2026 | ChatGPT’s ad pilot has the industry excited, but some insiders are frustrated with the slow rollout | OpenAI’s slow, conservative rollout of ads on ChatGPT is frustrating some partners, who are excited about the opportunity, ad industry sources told CNBC
Three of the world’s largest ad agencies, WPP, Omnicom and Dentsu, are part of the test... |
| 20.03.2026 | OpenAI’s first crack at online shopping stumbled. It’s preparing for the next wave | OpenAI recently confirmed it’s ending Instant Checkout, a tool that let users check out directly in ChatGPT, in favor of working with retailers to create dedicated apps in its chatbot.
Product selection in Instant Checkout remained limited ... |
| 19.03.2026 | Meta's Strategic Surge: Ad Dominance Fuels AI & Creator Investments | Meta achieved $201 billion in 2025 revenue. Its Q4 ad income reached $59.9 billion. The company targets $162 billion for 2026 AI and infrastructure investments. This massive spending drives future growth. Meta launched a Creator Fast Track.... |
| 19.03.2026 | Crypto.com lays off 12% of workforce as latest company to cite AI in job cuts | Crypto.com laid off 12% of its employees as the company embraces artificial intelligence.
CEO Kris Marszalek said the cuts were to “roles that do not adapt in our new world.”
A growing number of companies have cited AI for mass layoffs as C... |
| 19.03.2026 | Micron’s post-earnings dip won’t last, and the stock could bounce to new highs, charts show | - |
| 19.03.2026 | CNBC Daily Open: Markets reel as Fed holds rates steady and Iran hits a key Qatar gas hub | Dow plunges over 750 points to a new 2026 low; futures slip further on stagflation fears.
Fed holds rates steady, amid higher-than-expected inflation readings and uncertainty from the Iran war.
Fed Chair Jerome Powell says he won’t step dow... |
| 19.03.2026 | OpenAI to acquire developer tooling startup Astral in boost for Codex team | OpenAI said it will acquire Astral, a startup that builds tools for software developers.
Astral’s team will join OpenAI as part of the group running its AI coding assistant, Codex.
OpenAI has been racing to build out Codex to win market sha... |
| 19.03.2026 | Micron forecasts strong revenue on AI boom; higher spending plan knocks shares | March 18 : Micron Technology forecast third-quarter revenue above Wall Street expectations after posting a sharp jump in the second quarter on booming demand for memory chips used in artificial intelligence systems, while tighter supply dro... |
| 19.03.2026 | Stocks making the biggest moves premarket: Micron, Alibaba, Five Below, Newmont and more | - |
| 19.03.2026 | Micron CEO says it can’t deliver enough memory to key customers after blowout earnings | Micron reported blowout Q2 earnings, but the stock fell Thursday.
CEO Sanjay Mehrotra said supply is so tight that the company can only get its key customers a fraction of what they need.
Citi analysts put the share move down to “some profi... |
| 19.03.2026 | Apollo’s Sambur says software’s AI troubles will persist, noting the ‘very large unknowns’ | Apollo’s Co-Head of Private Equity David Sambur said the worst is yet to come for software stocks.
Sambur said investors continue to question the sector’s revenue and gross margin models given competition from AI.
Sambur said the displaceme... |
| 19.03.2026 | Tesla faces intensifying NHTSA probe of ‘Full Self-Driving’ in reduced visibility | Tesla is facing an intensifying federal investigation of its FSD, or Full Self-Driving (Supervised) systems.
The NHTSA started an “engineering analysis” of Tesla’s FSD to determine if it is safe for drivers to use in fog, glaring sun or oth... |
| 19.03.2026 | 5 Things to Know
The Fed decision, Micron earnings, Amazon’s USPS contract and more in Morning Squawk | This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox.
Happy Thursday. I’m back after a long weekend skiing in Colorado, just in time for yesterday’s Federal Reserve meeting.
Stock futures are low... |
| 19.03.2026 | Here are Thursday’s biggest analyst calls: Nvidia, Apple, Tesla, Micron, Carnival, Palantir, Five Below, Intuit & more | - |
| 19.03.2026 | Stocks making the biggest moves midday: NextDecade, Cheniere, Micron, Rivian, APA & more | - |
| 19.03.2026 | Micron shares slip as hefty spending plans eclipse strong AI-fueled earnings | March 19 : Micron shares fell about 5 per cent on Thursday as the chipmaker's plan to boost capital outlay unnerved investors, taking the shine off another round of blockbuster quarterly earnings fueled by AI.
Demand for advanced memory chi... |
| 19.03.2026 | Analysts are hiking their outlooks for Micron despite its post-earnings fall. Here’s why | - |
| 19.03.2026 | Meta backtracks on decision to end Horizon Worlds VR after fans speak up | Meta is now keeping Horizon Worlds available on its virtual reality headsets, after announcing a day earlier that it would be shut down.
Meta CTO Andrew Bosworth said on Instagram on Wednesday that existing games will remain available “for ... |
| 18.03.2026 | Meta is shutting down VR social platform Horizon Worlds in further pivot away from the metaverse | Meta is shutting down Horizon Worlds, the company’s virtual reality social network, on June 15.
The platform, originally designed for Quest VR headsets, will still be available on a mobile app.
The announcement comes as Meta scales back its... |
| 18.03.2026 | Micron rides memory price spike into earnings with stock up 62%, drubbing its tech peers | Micron is expected to report 148% revenue growth for the February quarter as average selling prices surge 32% quarter over quarter.
The memory provider’s stock has soared thanks to a shortage brought on by heavy demand for Nvidia’s artifici... |
| 18.03.2026 | Micron earnings are out after the bell following a big move higher. What analysts expect | - |
| 18.03.2026 | Stocks making the biggest moves midday: Williams-Sonoma, Micron, Macy’s, SL Green & more | - |
| 18.03.2026 | Stocks making the biggest moves premarket: Nvidia, Micron Technology, Macy’s and more | - |
| 18.03.2026 | How China is getting everyone on OpenClaw, from gearheads to grandmas | China’s tech giants and local governments are helping push the adoption of AI tools, including the viral personal digital assistant OpenClaw.
The AI agent developed by Austrian developer Peter Steinberger is soaring in popularity in China.
... |
| 18.03.2026 | Here are Wednesday’s biggest analyst calls: Nvidia, Tesla, Disney, Block, Starbucks, Netflix, Micron & more | - |
| 18.03.2026 | 5 Things to Know
Fed Day, Macy’s earnings, Micron’s memory boost and more in Morning Squawk | This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox.
Happy Wednesday. And happy first day on the job to Josh D’Amaro, who today replaces Bob Iger as Disney’s CEO. CNBC’s Lillian Rizzo has more o... |
| 18.03.2026 | Micron revenue almost triples, tops estimates as demand for memory soars | Micron has benefited from a memory supply shortage driven by surging demand for Nvidia’s AI chips.
Among the 10 most valuable tech companies in the U.S., Micron is the only one that’s seen gains in its stock price this year.
Revenue almost ... |
| 18.03.2026 | Amazon says U.S. Postal Service ‘walked away at the eleventh hour’ in negotiations | Amazon said its recent contract renewal negotiations with the U.S. Postal Service ended when it “abruptly walked away at the eleventh hour.”
The company said it was working toward a new agreement with the mail service “to increase our volum... |
| 18.03.2026 | Supermicro Among First to Unveil NVIDIA BlueField-4 STX Storage Server to Improve AI Inference Performance | Supermicro illustrates leadership with one of the first Context Memory (CMX) storage servers, built on the NVIDIA STX reference architecture for AI storage.
The BlueField-4 STX storage server combines NVIDIA Vera CPU and NVIDIA ConnectX-9 S... |
| 18.03.2026 | Meta will pay Instagram, TikTok and YouTube creators with big followings to post on Facebook | Meta is offering guaranteed monthly payments and increased reach on Facebook for creators to join.
The Creator Fast Track will pay $1,000 a month to those with at least 100,000 followers on Instagram, TikTok or YouTube, and $3,000 a month t... |
| 17.03.2026 | Tim Cook squashes retirement rumors, says he ‘can’t imagine life without Apple’ | Cook told ABC’s “GMA” that reports he was preparing to step aside were a rumor and said he “can’t imagine life without Apple.”
His comments follow a turbulent stretch for Apple’s leadership team and renewed criticism that the company is fal... |
| 17.03.2026 | AIC to Showcase AI Storage Platforms for Scalable Inference at NVIDIA GTC 2026 | SAN JOSE, Calif., March 17, 2026 /PRNewswire/ -- AIC, a global leader in enterprise storage and server solutions, will exhibit at NVIDIA GTC 2026, taking place March 16-19 at the San Jose McEnery Convention Center. At booth #140, AIC will p... |
| 17.03.2026 | Microsoft shakes up Copilot AI leadership team, freeing up Suleyman to build new models | Microsoft is reorganizing its Copilot executive group.
Former Snap executive Jacob Andreou will be in charge of the Copilot AI assistant experience for commercial and consumer clients, Microsoft CEO Satya Nadella said in a memo.
Mustafa Sul... |
| 17.03.2026 | Amazon rolls out 1-hour, 3-hour delivery as ultrafast shipping trend grows in the U.S. | Amazon is rolling out one-hour and three-hour delivery in some parts of the U.S.
The company is speeding up deliveries even further after investing significant money and resources to make same-day shipping the standard.
It has experimented ... |
| 17.03.2026 | Orlando Bravo says some software names hit by AI deserve a valuation cut | Orlando Bravo, co-founder of Thoma Bravo, said some of the software companies being disrupted by AI are facing “very warranted” decreases in their valuations.
Bravo said many of the names hit by AI would face disruptions anyway.
The investo... |
| 17.03.2026 | MiTAC Accelerates Next-Gen AI with Turnkey Solutions and Flexible NVIDIA MGX at NVIDIA GTC 2026 | SAN JOSE, Calif., March 17, 2026 /PRNewswire/ -- MiTAC Computing Technology Corporation, a global leader in high-performance and energy-efficient server solutions, and a subsidiary of MiTAC Holdings Corporation (TSE:3706), is proud to annou... |
| 16.03.2026 | Stocks making the biggest moves premarket: Micron Technology, Nebius Group, Dollar Tree & more | - |
| 16.03.2026 | 5 Things to Know
Oil continues to rise, the Federal Reserve, Nvidia’s big week and more in Morning Squawk | This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox.
Happy Monday. CNBC’s Brian Sullivan sat down with Treasury Secretary Scott Bessent this morning in Paris, where Bessent just met with his Chi... |
| 16.03.2026 | Buy this chipmaker as AI demand boosts memory pricing, says RBC | - |
| 16.03.2026 | Here are Monday’s biggest analyst calls: Nvidia, Micron, Meta, Qualcomm, Palantir, Amazon, Upstart & more | - |
| 16.03.2026 | Micron plans second chip facility at newly acquired Taiwan site | TAIPEI, March 16 : U.S. memory chipmaker Micron Technology said on Monday it plans to build a second manufacturing facility in Taiwan at the Tongluo site it recently acquired from Powerchip Semiconductor Manufacturing Corp.
The new facility... |
| 15.03.2026 | Applied Materials Drives AI Memory Revolution with Key Partnerships | Applied Materials spearheads a critical semiconductor initiative. It forges partnerships with memory giants Micron Technology and SK Hynix. Their collaboration converges at the EPIC Center, a multi-billion dollar research hub. The mission: ... |
| 13.03.2026 | Meta Accelerates AI Future With In-House Silicon | Meta unveils in-house AI chips. The MTIA family rapidly deploys. This diversifies silicon supply. It optimizes performance for internal AI tasks. From core recommendations to cutting-edge generative AI, these custom processors drive Meta's ... |
| 12.03.2026 | Here are Thursday’s biggest analyst calls: Nvidia, Apple, Micron, Netflix, Delta, JPMorgan, Petco & more | - |
| 12.03.2026 | India Plans ₹1 Lakh Cr Incentives To Boost Semiconductor Manufacturing: Report | SUMMARY
The proposed fund will offer subsidies for chip design projects, manufacturing equipment and semiconductor supply chain development
The move aligns closely with the Centre’s broader ambition to position India as a global semiconduct... |
| 12.03.2026 | Armazenamento UFS: o que é e quais são as versões do padrão de memória flash | Entenda a importância do Armazenamento UFS para os dispositivos móveis modernos (imagem: Reprodução/Micron)
O UFS (Universal Flash Storage) é um padrão de armazenamento flash de alto desempenho que substituiu o eMMC em dispositivos móveis. ... |
| 11.03.2026 | Meta rolls out in-house AI chips weeks after massive Nvidia, AMD deals | Meta unveiled four custom, in-house chips tailored for artificial intelligence-related tasks.
The MTIA 300 was deployed a few weeks ago, while the MTIA 400, MTIA 450 and MTIA 500 will follow, with a new chip released about every six months.... |
| 11.03.2026 | The memory stock cycle of boom-bust-repeat is over, executives say | Memory stocks are soaring, and executives say that AI has upended the industry’s old boom-bust cycle.
Hyperscalers are more keen on signing long-term deals to lock in supply for years.
Memory prices have surged as AI chipmakers snap up supp... |
| 11.03.2026 | Applied Materials forges partnerships with Micron and SK Hynix for AI memory chips | Previous
File Photo: The SK hynix logo appears in this illustration taken August 25, 2025. REUTERS/Dado Ruvic/Illustration/File Photo
FILE PHOTO: A smartphone with a displayed Applied Materials logo is placed on a computer motherboard in th... |
| 09.03.2026 | DRAM подорожает на 100%, а дефицит затянется до 2028 года | Samsung Electronics поднял контрактные цены на DRAM более чем на 100% по итогам первого квартала 2026 года. Конкуренты SK hynix и Micron закрепили сопоставимые расценки. А глава тайваньской Nanya Technology, четвертого по размерам производи... |
| 09.03.2026 | Here are Monday’s biggest analyst calls: Nvidia, Apple, Netflix, Oracle, Micron, Starbucks, Jefferies & more | - |
| 08.03.2026 | Почему ваш SSD тихо теряет данные пока он лежит на полке | У меня есть привычка, которую я не очень люблю: складывать старые накопители в коробку из-под обуви на балконе. Когда кладу, думаю «ну ладно, потом разберусь». На одном фотки из поездки, на другом какие-то рабочие черновики, на третьем вооб... |
| 06.03.2026 | Palantir rallies 15% for the week as Iran war boosts prospects, muting Anthropic concern | Palantir’s stock had its best week since August, outperforming all of its large-cap tech peers, after the U.S. attacked Iran.
Analysts view Palantir as a beneficiary of the war due to the amount of business the software and services vendor ... |
| 05.03.2026 | Thursday’s big stock stories: What’s likely to move the market in the next trading session | - |
