Why Situational Awareness hedge fund imploded, even in a tame stock market
Champpixs | Istock | Getty Images The stock market looked unusually tranquil. Beneath the surface, one of Wall…
SK Hynix, Samsung stocks: AI rally roars back
Omar Marques | Lightrocket | Getty Images South Korea’s chip heavyweights SK Hynix and Samsung Electronics skyrocketed in…
Nvidia details next-generation Vera CPU, in challenge to AMD and Intel
Jensen Huang, chief executive officer of Nvidia Corp., speaks next to a Vera Rubin Ultra Kyber compute tray…
Iran technical talks, SK Hynix, Fed taskforce, VW model cut
US President Donald Trump (L) and NATO Secretary General Mark Rutte (R) attend the North Atlantic Council meeting…
Cramer: The data center is suddenly suspect. Can Big Tech fix it?
I sure didn’t want what happened to occur, at least not during my vacation, of all things. But it…
SoftBank stock up 12% as Iran-U.S. peace deal sends Asia stocks soaring
SK Hynix Inc. 12-layer HBM3E memory chips, front, and a LPDDR5X CAMM2 memory module arranged at the company’s…
Arm, IBM and Hewlett Packard soar; Nvidia chip extends software rally
Software stocks spiked ahead of Monday’s opening bell after Nvidia CEO Jensen Huang unveiled plans for a new…
AI revolution is ‘50x bigger’ than the dot-com boom: SoftBank’s Masayoshi Son to CNBC
The AI revolution is 50 times bigger than the dot-com revolution in the 2000s, SoftBank CEO Masayoshi Son…
Arm’s quarter shows how it’s carving a lucrative path in the crowded CPU resurgence
Arm Holdings shares fell Wednesday evening despite the chip designer reporting a better-than-expected quarter and giving an upbeat…
Big Tech capital expenditures now seen topping $1 trillion in 2027
Google CEO Sundar Pichai gestures during a meeting with France’s President Emmanuel Macron on the sidelines of the…
Here are things going right for stocks despite new Iran war setbacks
When the stock market opens on Monday, we will once again face the interaction between bonds and oil.…
Russia poised to benefit from the helium supply crunch amid Iran war
This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. Helium…