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Nvidia Rises Into GTC on AI Deal, Data-Center Strength

Investors anticipate sustained AI capex that channels hyperscaler budgets toward Nvidia’s accelerators.

SoundHound AI Accelerates Agentic Voice Rollouts, Books Record Growth and Raises 2026 Outlook

Microsoft Outlook Divides Investors as Cramer Flags Risks and AI Capacity Strains Persist

Hyperscalers Set $655 Billion AI Spend for 2026 as Power Becomes the New Bottleneck

AI Demand Tightens Memory Supply, Lifting Micron and Sandisk

Institutions Turn Sour on Pure‑Play Quantum Stocks as Safer Plays Gain Attention

Broadcom Confronts Margin and China Risks as TD Cowen Cuts Price Target

Micron Says AI Memory Demand Will Exceed Supply Through 2026 as HBM4 Ships Ahead of Plan

IonQ’s Revenue Boom Puts Pure‑Play Quantum in Focus as Nvidia Builds the Support Rails

Analysts Back D‑Wave After Reported $10 Million Deal as Stock Pulls Back

Rigetti’s 2,400% Rally Collides With Thin Sales and Steep Losses

Rigetti Lands $8.4 Million Order for 108‑Qubit System as Quantum Stocks Draw Fresh Interest

D‑Wave’s 2025 Stock Surge Reached 211% as Focus Shifts to 2026 Milestones

Rambus Shares Set New Highs as AI Puts Its Memory IP Back in Focus

AMD Climbs as AI Bets Build, Even With Nvidia Set to Lead Data Centers

Alphabet Touted as Safer Quantum Play as Analyst Guidance Shifts From Pure‑Play Stocks

Navitas Shares Jump as Chipmaker Pivots to AI Data‑Center Power

SanDisk Extends 2026 Rally on AI Storage Boom and Tight NAND Pricing

IonQ Lands 100-Qubit Sale to South Korea’s KISTI

Meta’s AI Spending Draws Scrutiny as Analysts Reaffirm Bullish Calls