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AI Applications

Sandisk’s Blowout Quarter and $14 Billion Buyback Meet a Half‑Price Stock

Record revenue and a large repurchase plan raise questions about whether the company’s guidance shortfall signals a turning point for NAND prices.

Alphabet Beats Q2 Forecasts but Raises AI CapEx to $195–$205 Billion

Akamai to Buy LayerX for $205 Million to Add Browser-Level AI Controls

Apple Delivers Strong Q3 as Tariff Costs Rise and AI Lags