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Micron Hits Record High on AI Memory Demand and Washington Push

Tight supply for high‑bandwidth memory keeps pricing power in focus through 2027.

Amazon Shares Jump After Jassy Puts Hard Numbers on AI Revenue and Chips

Corning Extends Rally as AI Data‑Center Optics Draw Fresh Upgrades and Higher Sales Goals

Nvidia’s Robotaxi Stack Goes Mainstream as Uber Targets 2027 LA/SF Launch and 28 Cities by 2028

AI Deal Fuels Tech Rebound as Oil Jumps and Fed Minutes Expose Split

Grab Posts Record Quarter, First Profitable Year With $500 Million Buyback and 2026 Outlook

AI Spending Plans Rattle Markets as Alphabet and Amazon Map Record 2026 Capex

Wall Street Turns More Bullish on AI Infrastructure as Upgrades Sweep Nvidia, Dell, AMD and Intel

AMD’s Aggressive AI Targets Reprice Chip Expectations as Investors Pivot to Nvidia’s Report

OpenAI Signs Seven-Year, $38 Billion AWS Deal for Nvidia-Powered AI Compute

Nvidia Tightens Grip on AI Infrastructure as Financing, Deals and Upgrades Mount

Plug Power Jumps as Analyst Targets Diverge After $370 Million Warrant Deal

Wall Street Slips From Records as Powell Offers No New Rate Guidance

AI Momentum Lifts Google Cloud and Alphabet’s Outlook as Nvidia Leads, AMD Makes Inroads

Bank of America Reaffirms Palantir at $180 After AIPCon, Spotlighting AIP-Driven Gains

AMD Tops Q2 Revenue Forecasts as Export Curbs Bite; Super Micro Lowers Fiscal Outlook to $33B