| Date | Title | Description |
| 11.04.2026 | AI dominates US CEO calls as Iran references surge | - |
| 10.04.2026 | OpenAI заявила о преимуществе над Anthropic в вычислительных мощностях | OpenAI разослала инвесторам сообщение, в котором связала свое преимущество перед Anthropic с возможностью быстро наращивать вычислительные ресурсы. Поводом для письма стал анонс конкурентом новой ИИ-модели Mythos.
Andrew Neel/Unsplash
В док... |
| 09.04.2026 | Apple’s self-designed AI server chip “Baltra” may be manufactured by TSMC | Apple and Broadcom’s collaboration on an AI server chip, internally codenamed “Baltra”, is expected to be manufactured by TSMC using the N3E process, the second-generation 3nm fabrication technology. Apple’s self-designed AI server chip is ... |
| 08.04.2026 | Anthropic says its most powerful AI cyber model is too dangerous to release publicly — so it built Project Glasswing | Anthropic on Tuesday announced Project Glasswing, a sweeping cybersecurity initiative that pairs an unreleased frontier AI model — Claude Mythos Preview — with a coalition of twelve major technology and finance companies in an effort to fin... |
| 07.04.2026 | Anthropic Expands Use of Google Cloud and TPUs | Anthropic announced an expansion of its use of TPU chips and cloud services, as it scales its development of foundation models, agents, and enterprise applications.
The expansion will provide Anthropic with multiple gigawatts of TPU capacit... |
| 07.04.2026 | Anthropic fecha acordo com Google e Broadcom para expandir capacidade de IA | Claude vai ganhar mais fôlego para encarar a concorrência (imagem: divulgação) Resumo
Anthropic fechou uma parceria com o Google e a Broadcom para ampliar a infraestrutura de IA.
O acordo prevê múltiplos gigawatts de capacidade computaciona... |
| 07.04.2026 | Broadcom tightens grip on AI infrastructure with Anthropic, Google deal | Broadcom’s latest agreement with Anthropic and Google strengthens the chipmaker’s position as one of the key firms sitting underneath the AI boom, as AI firms race to lock in even larger amounts of compute.
Under the new arrangement, Anthro... |
| 03.04.2026 | Broadcom taps Alphabet executive Amie Thuener as next CFO | April 2 : U.S. chip designer Broadcom on Thursday named Alphabet executive Amie Thuener as its next finance chief, effective June 12, when incumbent Kirsten Spears retires.
Thuener is currently Alphabet's vice president, corporate controlle... |
| 03.04.2026 | Cloud security turns to identity, access & sovereignty | - |
| 31.03.2026 | Selling pressure for chip stocks is nearing exhaustion and a turnaround could be in the cards, charts show | - |
| 31.03.2026 | These stocks got hit hard in March. Analysts see them rebounding | - |
| 31.03.2026 | New Milestone Achieved! Fibocom's Fx550 5G Module Based on Samsung Exynos Modem Enters Global Mass Production | SHENZHEN, China, March 31, 2026 /PRNewswire/ -- On March 31, Fibocom announced that its Fx550 5G module (including FM550 M.2 form factor and FG550 LGA form factor), developed based on the Samsung Exynos Modem chipset, has officially entered... |
| 30.03.2026 | The charts show semiconductor stocks are vulnerable to a big pullback, says Katie Stockton | - |
| 29.03.2026 | Here are the 3 big things we’re watching in the stock market in the week ahead | - |
| 28.03.2026 | Here are 3 themes that drove another super challenging week for stocks | - |
| 27.03.2026 | Here are our top and bottom stocks over the past month. Not much green on the board | - |
| 26.03.2026 | Apple expands American manufacturing program with four new partners | Apple will spend $400 million through 2030 on new programs with Bosch, Cirrus Logic, TDK, and Qnity Electronics to manufacture essential materials and components in the U.S.
The expansion builds on Apple’s American Manufacturing Program, a ... |
| 25.03.2026 | DISA, Carahsoft enter $970M VMware cloud software pact | The Defense Information Systems Agency and Carahsoft have entered into a new five-year, $970 million blanket purchase agreement that brings together several contracts for Broadcom software into one pact.
Carahsoft is an authorized distribut... |
| 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 | Thursday’s big stock stories: What’s likely to move the market in the next trading session | - |
| 25.03.2026 | We’re adding to an out-of-favor stock with limited exposure to Iran war upheaval | - |
| 24.03.2026 | Хаос в объектах: испытания Garage и SeaweedFS | С конца 2025 года известная многим, кто работает с object storage, система Minio начала издавать тревожные сигналы: разработчики полностью перестали принимать новые правки, прекратили обновлять Docker образ, убрали веб-интерфейс из опенсорс... |
| 24.03.2026 | Wednesday’s big stock stories: What’s likely to move the market in the next trading session | - |
| 24.03.2026 | Broadcom flags supply constraints, says TSMC capacity a bottleneck | Previous
FILE PHOTO: A Broadcom sign is pictured as the company prepares to launch new optical chip tech to fend off Nvidia in San Jose, California, U.S., September 5, 2025. REUTERS/Brittany Hosea-Small/File Photo
FILE PHOTO: A Broadcom 51.... |
| 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 | We’re buying more of this cybersecurity stock as the market keeps getting it wrong | - |
| 23.03.2026 | What investor Stephanie Link is buying as stocks rip higher to start the week | - |
| 23.03.2026 | Here’s how Jim Cramer is playing Monday’s stock market rebound | - |
| 23.03.2026 | OpenAI calls out Microsoft reliance as risk in investor document ahead of expected IPO | In a document that resembles an IPO prospectus, OpenAI highlighted the risk of its dependence on Microsoft, which it said supplies “a substantial portion of our financing and compute.”
OpenAI included a lengthy risk factors section in a doc... |
| 22.03.2026 | Here are 4 big things we’re watching in the stock market this week | - |
| 22.03.2026 | OpenAI’s data center pivot underscores Wall Street spending concerns ahead of IPO | OpenAI CEO Sam Altman went to extreme lengths to secure compute capacity in 2025, inking a flurry of multibillion-dollar infrastructure deals.
As the company gears up for a potential IPO this year, OpenAI has tempered expectations and outli... |
| 19.03.2026 | RAVEN.IO Secures $20M for Real-Time AI Attack Defense | RAVEN.IO raises $20 million for its cutting-edge runtime cybersecurity platform. This funding accelerates product development, expands U.S. market presence, and strengthens its engineering teams. The platform confronts the rise of AI-driven... |
| 19.03.2026 | Broadcom hit with EU antitrust complaint and request for interim measure | BRUSSELS, March 19 : U.S. chipmaker Broadcom risks an EU antitrust probe after lobbying group Cloud Infrastructure Services Providers in Europe on Thursday urged EU regulators to temporarily stop it from ending its VMware Cloud Service Prov... |
| 19.03.2026 | Friday’s big stock stories: What’s likely to move the market in the next trading session | - |
| 19.03.2026 | Column: Jensen Huang doesn’t need a new chip. He needs a new moat. | Nvidia’s open-source AI agent NemoClaw marks a strategic pivot for the chipmaker
The company’s existing moat, chip dominance in model training, doesn’t carry over to the next phase of AI.
The open-source bench in America is thin, and Nvidia... |
| 18.03.2026 | Thursday’s big stock stories: What’s likely to move the market in the next trading session | - |
| 18.03.2026 | Wednesday’s big stock stories: What’s likely to move the market in the next trading session | - |
| 18.03.2026 | RAVEN.IO: $20 Million Raised For Runtime Cybersecurity Platform Targeting AI-Driven Attacks | RAVEN.IO, a cybersecurity company focused on protecting applications at runtime, announced it has raised $20 million in funding to accelerate product development, expand its U.S. go-to-market efforts, and grow its engineering and research t... |
| 17.03.2026 | Custom AI to drive half of cyber incidents by 2028 | - |
| 17.03.2026 | Abnormal AI Delivers Behavioral Foundation Model to Combat the Era of AI-Driven Attacks | - |
| 17.03.2026 | This tech stock is primed for a big move higher. How to trade it using options | - |
| 17.03.2026 | Newsonic's radio frequency components power Honor's overseas expansion | Newsonic Electronics' radio frequency front-end components used in Honor's smartphone X6d. [Photo provided to chinadaily.com.cn]
In a significant development for China's semiconductor industry, a recent teardown of Honor's latest overseas s... |
| 16.03.2026 | Who’s Who in Tech: Arbor Energy is Cooling the Market | - |
| 16.03.2026 | Tuesday’s big stock stories: What’s likely to move the market in the next trading session | - |
| 13.03.2026 | Upgrade Enterprise Linux c версии 7 на версию 8 с сохранением данных | Чтобы царю омолодиться, нужно прыгнуть в котел с молоком, затем в котел с кипяченой водой, затем в котел со студеной водой
Давно уже наступил срок End of Life у Enterprise Linux 7, но возможно на ваших серверах он еще есть в работе. Затягив... |
| 12.03.2026 | Tech Titan Blacklisted: Anthropic Fights Pentagon Over AI Control | AI leader Anthropic battles the US government. The Department of Defense declared Anthropic a "supply chain risk." This unprecedented designation blocks the company from all Pentagon contracts. The core conflict: Anthropic demands... |
| 12.03.2026 | How is The Middle East Conflict Impacting Global Tech? | Concerns about the broader impact of conflict in the Middle East are beginning to surface across multiple areas of the global technology industry, from semiconductor supply chains and cybersecurity threats to large-scale investments in gami... |
| 12.03.2026 | Friday’s big stock stories: What’s likely to move the market in the next trading session | - |
| 11.03.2026 | Morgan Stanley likes these tech stocks the most after its big conference | - |
| 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... |
| 10.03.2026 | Career CISO Patricia Titus Brings Depth of Security and Protection Expertise to BlackCloak Advisory Board | U.S. Government's First Federal CISO with Broad Corporate Security Leadership Experience Joins Digital Executive Protection Pioneer
ORLANDO, Fla., March 10, 2026 /PRNewswire-PRWeb/ -- BlackCloak, a pioneer in Digital Executive Protection (D... |
| 09.03.2026 | Broadcom Targets $100 Billion in AI Chip Revenue, Reshaping Tech Landscape | Broadcom expects AI chip revenue to exceed $100 billion by 2027. This semiconductor giant leverages a unique custom silicon model. It transforms client designs into advanced physical chips, manufactured by TSMC. Key tech leaders like Google... |
| 09.03.2026 | AI Chip Surge: Broadcom Targets $100 Billion Horizon | Broadcom anticipates over $100 billion in AI chip revenue by 2027. The semiconductor powerhouse delivered strong fiscal Q1 earnings, exceeding expectations. Its AI revenue more than doubled year-over-year. Broadcom issued an optimistic fore... |
| 09.03.2026 | Cramer calls this AI stock ‘a terrific story’ — plus, why he’s staying with Starbucks | - |
| 09.03.2026 | Tuesday’s big stock stories: What’s likely to move the market in the next trading session | - |
| 08.03.2026 | Here are the 4 big things we’re watching in the stock market in the week ahead | - |
| 07.03.2026 | Women in tech call for daily, sustained workplace backing | - |
| 07.03.2026 | One-Stop Access to the Full China-U.S. Tech Landscape -- Harvest Global Investments' G2 Tech 50 ETF Commences Trading | HONG KONG, March 7, 2026 /PRNewswire/ -- Today, Harvest Global Investments Limited ("HGI") announced that the Harvest G2 Tech 50 ETF (Stock Code: 3169) was officially listed on The Stock Exchange of Hong Kong Limited ("HKEX&q... |
| 06.03.2026 | The consumer stocks primed to be big winners from AI, according to Jefferies | - |
| 06.03.2026 | Vast wraps $500 million funding round as company vies for NASA space station contract | Vast Space missed out on the first round of NASA awards for the International Space Station, but is vying for a contract in phase two.
This week, the company closed a $500 million funding round as investor interest in space tech is booming ... |
| 06.03.2026 | Anthropic CEO says ‘no choice’ but to challenge Trump admin’s supply chain risk designation in court | Anthropic confirmed that’s it’s been designated a supply chain risk by the U.S. government.
“We do not believe this action is legally sound, and we see no choice but to challenge it in court,” the company said in a blog post on Thursday.
An... |
| 06.03.2026 | Marvell stock surges 20% as CEO points to continuing AI demand: ‘Do you see me blinking?’ | Marvell stock surged as the company issued strong guidance built on growing AI demand.
CEO Matt Murphy expects year-over-year revenue growth to accelerate in each quarter of 2027.
Marvell completed acquisitions of Celestial AI and XConn Tec... |
| 05.03.2026 | Global Turmoil Rocks Markets, Energy, and Tech | Global tensions escalate. The US-Iran conflict intensifies, sending crude oil prices soaring and threatening a 1970s-style energy shock. Middle East airspace is closed; the Strait of Hormuz faces disruption. Markets face extreme volatility;... |
| 05.03.2026 | 5 Things to Know
Broadcom earnings, AI’s PR problem, Musk takes the stand and more in Morning Squawk | This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox.
Happy Thursday. If you’re concerned about automation impacting your job, I’m sorry to say this story Xiaomi’s humanoid robot “interns” probab... |
| 05.03.2026 | Here are Thursday’s biggest analyst calls of the day: Apple, Oracle, CoreWeave, Broadcom, Visa & more | - |
| 05.03.2026 | CNBC Daily Open: China sets lowest growth target in decades | China sets lowest growth target on record at 4.5% to 5%.
War powers vote fails in the U.S. Senate.
Iran targets Amazon’s Bahrain data center.
Global 15% tariffs will kick in this week.
Tech industry group expresses ‘concern’ to Pete Hegseth... |
| 05.03.2026 | Broadcom stock rallies as CEO Tan makes strong case for why AI growth will last | Broadcom CEO Hock Tan sees AI chip revenue in 2027 “significantly in excess of $100 billion” as demand for custom silicon chips grows.
Tan managed to convince investors that Broadcom has a sustainable growth trajectory and said memory capac... |
| 05.03.2026 | Broadcom’s custom AI chip business stays hot and gives the bulls a much-needed win | - |
| 05.03.2026 | CNBC Daily Open: Tremors spread globally as Middle East conflict rages on | A vote to force President Donald Trump to pull back.
A prolonged conflict in the Middle East will dent India’s remittance flows.
Amazon’s Bahrain data center was targeted by Iran.
China on Thursday set its GDP growth target for 2026 at 4.5%... |
| 05.03.2026 | Thursday’s big stock stories: What’s likely to move the market in the next trading session | - |
| 05.03.2026 | Stocks making the biggest moves premarket: BJ’s Wholesale, Broadcom, Trade Desk, StubHub & more | - |
| 05.03.2026 | OpenAI’s Altman takes jabs at Anthropic, says government should be more powerful than companies | OpenAI CEO Sam Altman said Thursday that “government is supposed to be more powerful than private companies.”
The startup struck a deal with the Department of Defense hours after its rival Anthropic was blacklisted last week by Defense Secr... |
| 05.03.2026 | Broadcom планирует заработать $100 млрд в 2027 году только на ИИ-чипах | Производитель полупроводников Broadcom на отчетном звонке 4 марта спрогнозировал, что его выручка от ИИ-чипов превысит $100 млрд в 2027 году. Речь идет именно о чипах — без учета стоек и системной интеграции. За первый квартал 2026 финансов... |
| 05.03.2026 | Broadcom CEO’s copper commitment tanks Corning shares — but sellers are mistaken | - |
| 05.03.2026 | Broadcom CEO Hock Tan sees AI chip revenue ‘significantly’ above $100 billion next year | Following Broadcom’s earnings report, CEO Hock Tan told analysts that his company’s AI chip revenue will be well above $100 billion next year.
The company has been one of the big winners of the artificial intelligence boom and said AI reven... |
| 05.03.2026 | Broadcom sees over $100 billion in AI chip sales by 2027 on robust custom chip demand | March 4 : Chip designer Broadcom on Wednesday projected its artificial intelligence chip revenue would exceed $100 billion next year, signaling surging demand for custom chips in a market dominated by Nvidia.
The company's share price rose ... |
| 05.03.2026 | Stocks making the biggest moves midday: Victoria’s Secret, United Airlines, Broadcom, Trade Desk, Okta & more | - |
| 05.03.2026 | Amazon says hours-long outage was triggered by ‘software code deployment’ | Amazon’s website and shopping app had technical issues for several hours.
Users reported trouble accessing checkout and account information, as well as viewing product detail pages.
Amazon said shortly after 8 p.m. ET that the issues were l... |
| 04.03.2026 | A tech stock’s long-awaited breakout — plus, our hopes for Broadcom’s earnings | - |
| 04.03.2026 | As bond investors fret over an AI bubble, what to know — and how to find an opportunity | - |
| 04.03.2026 | South Korea’s Kospi rebounds to clock its best day since 2008, soaring 10% | Asia-Pacific rebounded after several days of steep losses.
South Korea’s Kospi jumped as much as 12% on Thursday, staging a sharp rebound from its worst session.
Overnight in the U.S., stocks rose, building on the momentum seen late in the ... |
| 04.03.2026 | Tech industry group expresses ‘concern’ to Pete Hegseth over Anthropic supply chain risk label | The Information Technology Industry Council sent a letter to Defense Secretary Pete Hegseth expressing concern over his imposition of a supply chain risk designation.
The letter doesn’t name Anthropic, but comes days after President Donald ... |
| 04.03.2026 | Okta beats fourth-quarter estimates, but issues weak guidance | Okta topped Wall Street’s fourth-quarter estimates but issued disappointing first-quarter guidance
The identity security provider said it is benefiting from the rise of agentic AI and the accompanying security needs.
CEO Todd McKinnon told ... |
| 04.03.2026 | Morning Bid: Seoul-sapping selloff | March 4 -
What matters in U.S. and global markets today
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Today's calendar sees more routine issues back on the radar, with the ADP's private sector jobs report and ISM's service sector survey both coming out. The former may be ... |
| 04.03.2026 | Broadcom earnings are out after market close. What top analysts are expecting | - |
| 04.03.2026 | Stocks making the biggest moves after hours: Broadcom, Okta, StubHub & more | - |
| 04.03.2026 | Amazon’s Bahrain data center targeted by Iran for support of U.S. military, state media says | Amazon’s Bahrain data center was targeted by Iran for the company’s support of “U.S. military and intelligence activities,” the Fars News Agency said in a Telegram post.
One of Amazon’s facilities in Bahrain was damaged and taken offline ea... |
| 04.03.2026 | Broadcom beats on earnings and guidance as AI revenue doubles | Broadcom reported an earnings and revenue beat for the fiscal first quarter and issued better-than-expected guidance for the current period.
CEO Hock Tan said the company has a line of sight to over $100 billion in revenue from artificial i... |
| 04.03.2026 | Apple announces MacBook Neo, its most affordable laptop ever | The MacBook Neo is Apple’s most affordable laptop ever and its clearest attempt yet to compete with Chromebooks and entry-level Windows laptops.
Unlike the MacBook Air and Pro, the Neo runs on an iPhone-class A-series chip, which helps Appl... |
| 03.03.2026 | AI Reshapes Markets as Jobs Data Looms | AI disruption profoundly impacts global markets. The U.S. economy confronts unprecedented shifts. Wall Street eagerly awaits upcoming jobs data. This data will reveal AI's immediate influence on labor markets. Experts warn of a potential er... |
| 03.03.2026 | Identity management tops 2026 security & IT agenda | - |
| 03.03.2026 | Designing equal opportunity in AI and adtech leadership | - |
| 03.03.2026 | International Women's Day 2026: Tech leaders urge the shattering of systemic barriers | - |
| 02.03.2026 | AI disruption looms over markets with US jobs data on tap | NEW YORK, Feb 27 : Prospects for artificial intelligence to disrupt business sectors should keep the U.S. stock market on edge in the coming week, as Wall Street looks for more insight into how the emerging technology will reverberate throu... |
| 02.03.2026 | Microsoft Expands Windows 365 with New Cloud PC Devices from ASUS and Dell | Image: Microsoft
Microsoft has announced partnerships with ASUS and Dell to expand its Windows 365 Cloud PC hardware lineup, with both companies set to release dedicated thin-client devices later this year.
The tech giant has been the only ... |
| 02.03.2026 | 5 Things to Know
Iran, Berkshire Hathaway earnings, OpenAI’s Pentagon deal and more in Morning Squawk | This is CNBC’s Morning Squawk newsletter. Subscribe here to receive future editions in your inbox.
Good morning. We’re coming off a weekend that could have long-term ramifications for world politics, so let’s dive in.
Stock futures are tumb... |
| 02.03.2026 | Tuesday’s big stock stories: What’s likely to move the market in the next trading session | - |
| 02.03.2026 | UfiSpace Unveils AI‑Optimized 1.6T Open Networking Portfolio at MWC Barcelona 2026 | BARCELONA, Spain, March 2, 2026 /PRNewswire/ -- UfiSpace, a leader in open networking solutions, today launched its AI-optimized 1.6T networking portfolio at MWC Barcelona 2026 (Hall 5, Stand 5A61). The portfolio addresses the scale, perfor... |
| 01.03.2026 | Investors beware: These stocks are the most at risk from AI disruption | - |
| 28.02.2026 |
Here’s what Cramer is watching in the week ahead, including U.S.-Iran tensions | Monday - Friday, 6:00 - 7:00 PM ET
CNBC’s Jim Cramer is hoping for a better March for the market, though geopolitical developments might thwart that.
Berkshire Hathaway is set to report earnings Saturday, the first report since Warren Buffe... |
