Spot memory prices surge to four times contract prices as AI demand overwhelms supply
Higher spot memory prices may increase revenue and margins for manufacturers such as Micron (MU), Samsung Electronics (SSNLF) …
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The article discusses the growing influence of AI in 2026, citing the rapid growth of ChatGPT as a key indicator of its mainstream adoption.
TSMC's capital spending forecast suggests a strong demand for technology and AI-related products, indicating a positive outlook for tech stocks.
U.S.
US equity indexes declined on Wednesday, driven by a sell-off in technology and consumer discretionary sectors, leading to a lower market performance.
The CIO of a financial institution believes the tech rally is sustainable and not a bubble, citing Walmart's adoption of technology as a prime example of its potential to drive productivity and boost margins.
Type One Energy, backed by Bill Gates, has secured $87M in funding ahead of its Series B round, bringing its total raised capital to over $160M, which will be used to refine its stellarator technology.
A US-based cargo tech company, Bluspark, has exposed its shipping systems and customer data to the web, leaving internal plaintext passwords, including those of executives, vulnerable to potential hacks.
Deutsche Bank analysts have upgraded lithium shares to Buy, citing increased optimism for the sector in 2026, with a new price target of $185 per share.
Caterpillar's market value has surpassed $300 billion, driven by its power-generation equipment business and increasing demand for data-center power, leading to a record backlog.
Investors are looking at high-growth tech stocks in the US market, which is reaching new highs despite concerns over a DOJ probe into Fed Chair Powell.
Bernstein analysts have picked Amazon and Meta as their top large capitalization technology stock picks for 2026, despite underperforming the S&P 500 in 2025, citing potential for a rally in the coming year.
Andreessen Horowitz, a prominent venture capital firm, has raised an additional $15 billion in funding, solidifying its position as a leader in the industry.
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