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Quantum Investing Splits as IonQ Expands and Analysts Favor Big Tech

The latest coverage highlights vertical-integration moves at IonQ against a market narrative favoring diversified incumbents for quantum exposure.

Nvidia Pushes AI Into Weather With Open-Source Earth-2 Models

Broadcom Draws Fresh Buy Calls on AI Momentum After Wi‑Fi 8 Debuts

Stocks Rally Under Trump as Shiller CAPE Flashes Extreme Valuations

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Super Micro Raises Outlook as AI Server Demand Surges and Shares Whipsaw

Intel's 'Core G3' Panther Lake Handheld Chips Reportedly Slip to Q2 2026

IonQ Plunges After Wolfpack Report Alleging Lost Pentagon Funding

Apple Code Hints at M5 Max and M5 Ultra as Mac Refresh Nears

Nvidia Reportedly Halts 2026 GeForce Launches as DRAM Shortage Forces Production Cuts

Intel, AMD Warn Chinese Buyers of Server CPU Delays as Intel Prices Climb and Waits Reach Six Months

AMD Tumbles After Muted Outlook, Extending Selloff Despite Strong Quarter

Cerebras Raises $1 Billion at $23 Billion Valuation to Scale Wafer-Scale AI Systems

Intel Confirms AI Data-Center GPU Plan, Names Eric Demmers Chief Architect

HP and Dell Start Qualifying CXMT DRAM as Acer and Asus Pursue China‑Sourced Memory

Sony Secures 2026 PS5 DRAM Needs, Leans on Software Revenue

VivoPower Finalizes KWeather Deal to Unwind Ripple Exposure With 20% Stake

SanDisk Near Record Highs After Blowout Quarter as Analysts Hike Targets

Positron Raises $230 Million to Challenge Nvidia in AI Inference

Motley Fool Picks IonQ as Top $1,000 Quantum Computing Bet

AMD Slumps After Q4 Beat on Cautious Q1 Outlook and China AI Chip Disclosure