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Western Digital & Seagate – The Underestimated AI Trade in the Storage Cycle: Morgan Stanley Sees "Structural Supercycle" in Hard Drives!
The Underestimated AI Trade in the Storage Cycle The storage industry, long considered cyclical and...
Marvell Technology: Milestone with 5 Million Optical Circuits - KeyBanc Sees 30% Chance!
Marvell Technology and Tower Semiconductor achieve an operational milestone with the delivery of over...
D-Wave Quantum: Industry-first Gate Model Quantum Simulator and Commercial Scaling!
Launch of the industry's first gate model simulator for error-aware programming of quantum applications....
FPS: Since the IPO in February, the stock price has risen by 137% - Data centers prove to be the growth engine!
Stock price has climbed from $27 since the IPO in February 2026 to over $64 High demand for power...
Smith & Wesson – US firearms manufacturer gains market share, pistols drive record quarter!
Smith & Wesson shines with a record quarter – revenue up 26.7% to $178.4 million, earnings per...
Intel rises 6%. Trump reveals deal with Apple. Future chip production in the USA!
Major deal revealed by Trump: Tech giant Apple is set to partner with Intel for chip design and production...
CrowdStrike Expands Project QuiltWorks – AWS Partnership Against AI Risks
CrowdStrike expands its "Project QuiltWorks" to Amazon Web Services (AWS) to specifically protect cloud...
Architecture Renaissance in the Data Center! Agentic AI Cementing Arm's Technological Lead!
Paradigm shift to Agentic AI: Transition from chatbots to autonomous AI agents shifts the CPU-to-GPU...
SEC Regulation and Cost Containment Drive Robinhood! 8.8% Daily Gain Shows Optimism!
Regulatory tailwind: The US Securities and Exchange Commission (SEC) plans an exemption for tokenized...
Supply Shortages as Margin Drivers! Micron Price Target Jumps to $1,500!
Analyst Optimism: Deutsche Bank raises price target by 50% to $1,500, driven by supply and demand...
AST SpaceMobile – The Satellite Pioneer Successfully Launches Three XXL Satellites into Space!
AST SpaceMobile is launching three massive BlueBird satellites into space with a SpaceX rocket . Now,...
Uber: Acceleration of the Transition to an Autonomous Platform through new Partnerships!
Uber accelerates the transition to an autonomous platform through new partnerships in Europe. The...
Richtech Robotics – US Robotics Specialist Showcases AI Pallet Robot and Humanoid Robots Powered by NVIDIA at Automate 2026!
Richtech Robotics presents its new AI pallet robot and humanoid robots powered by NVIDIA at Automate...
Amkor Technology: Strategic Realignment through US Manufacturing and Partnership with TSMC
Expansion of US production capacities through close partnership with TSMC to strengthen local supply...
Intel: New Chip Node 18A-P Reaches Crucial Risk Production Phase. Targeting Potential Major Clients.
Intel has announced the start of risk production for its new chip node 18A-P at the VLSI Symposium....
Samsung: BYD, Google & Co. Request Chip Production. The AI Capacity Crisis at TSMC Becomes a Historic Opportunity!
The global boom in artificial intelligence is straining the capacities of market leader TSMC and forcing...
Musk is Reaching for the AI Crown with SpaceX! $60 Billion are on the Table for the Acquisition of Cursor!
Strategic Mega Acquisition: SpaceX acquires AI specialist Cursor for $60 billion in stock Fifth...
Microsoft's New Monetization Stage! Can Copilot Cowork Justify the High AI Investments?
Market Penetration: Over 50% of Fortune 500 companies are already using the new software solution...
Meta's Reach Power Grows! 500 Million Threads Users and New Facebook Tools Mask the AI Crisis!
Milestone for Threads: Text app Threads reaches 500 million monthly active users, solidifying Meta's...
Rolls-Royce – The British Engine Giant Becomes a Beneficiary of the Nuclear Renaissance!
Rolls-Royce wins the contract in Sweden for several small modular reactors with a capacity of around...
Tesla Is Likely to Significantly Exceed Delivery Expectations of 400,000 Electric Cars in Q2
The US investment bank Goldman Sachs has raised its delivery forecast for Tesla in the second quarter...
SpaceX – The Stock Rocket Surpasses Amazon: Musk Promises $1 Trillion in Revenue, Chanos Calls for Caution and Cathie Wood Rejoices!
SpaceX continues to soar: +20% on Monday, +10% pre-market – the stock is almost overtaking Amazon...
Robinhood Restructures: Job Cuts and Focus on Efficiency
The workforce reduction of 10% will result in restructuring costs of approximately $28 million in...