News
AI “doomsday” trade misreads enterprise reality, says tech-focused broker
2+ hour, 4+ min ago (322+ words) Wedbush argued that the current "AI threat" trade against software and cybersecurity was misplaced and compared it to previous disconnected technology fears that failed to play out. Dan Ives and colleagues said investor concern centred on the idea that artificial…...
British AI trailblazer raising $1bn for three-month-old start-up
5+ hour, 39+ min ago (577+ words) A British artificial intelligence (AI) researcher is in talks to raise $1bn (740m) for his three-month-old start-up in what would be one of the biggest ever venture funding rounds in Europe. Prof David Silver, a former scientist at Google's DeepMind lab, is…...
Micron Technology (MU) Is Up 10.3% After 2026 HBM4 Capacity Sells Out On AI Demand
1+ day, 9+ hour ago (960+ words) In recent weeks, Micron Technology has reported record sales and unprecedented shortages in DRAM and high'bandwidth memory tied to AI data center demand, while committing up to US$200.00 billion for new capacity and entering volume production of its HBM4 chips ahead…...
Elon Musk Says 'Maybe We'll Meet Aliens,' Reaffirms Lunar Mass Driver, Deep-Space AI Satellite Goals
1+ day, 17+ hour ago (371+ words) Tesla Inc. (NASDAQ:TSLA) and SpaceX CEO Elon Musk shared the possibility of encountering extraterrestrial life as space travel technology and orbital datacenters evolve. During the xAI all-hands meeting on Wednesday, the billionaire shared his vision of having moon-based factories…...
Nebius Group’s AI Deals With Microsoft And Meta Shift Growth Profile
1+ day, 23+ hour ago (379+ words) Nebius Group (NasdaqGS:NBIS) has signed multi billion dollar, multi year partnerships with Microsoft and Meta to support its AI data center operations. The company reports a sharp increase in annual recurring revenue alongside its first period of positive EBITDA....
AMD Quality Score Surges On 60% Annual Data Center Expansion Bet To Drive AI Dominance
2+ day, 4+ hour ago (1091+ words) Advanced Micro Devices Inc. (NASDAQ:AMD) has seen its financial health and operational efficiency ratings skyrocket following a landmark fourth-quarter performance. AMD's Quality Score Rises After Q4 Results According to the latest Benzinga Edge Stock Rankings, AMD's Quality score'a composite metric…...
Western Digital Refocuses On AI Storage As Sandisk Thrives Post Spin Off
2+ day, 19+ hour ago (409+ words) Western Digital completed the spin-off of its flash business into Sandisk, which is now operating independently. The core Western Digital business is focusing on AI storage, including a new roadmap for AI optimized hard drives and industry first performance architectures....
The AI Boom Is Real, And Taiwan Is Cashing The Checks
4+ day, 1+ hour ago (1062+ words) Taiwan raised its 2026 economic growth outlook as the island continues to benefit from booming AI-driven exports. AI-Driven Exports Taiwan's exports surged about 70% in January, the fastest pace in 16 years, as global demand for AI-related hardware continues to accelerate. Taiwan Semiconductor…...
OSS Announces New Commercial Robotics Customer
4+ day, 18+ hour ago (237+ words) Approximately $2 million in orders expected in 2026, with a five-year pipeline of $10 million to $15 million The Gen5 platform is able to incorporate a DC power design, which enables direct integration into heavy equipment electrical systems without the need for additional power conditioning....
Akamai Inference Cloud Ties Edge AI Push To Security Growth
4+ day, 20+ hour ago (471+ words) Akamai Technologies (NasdaqGS:AKAM) launched its NVIDIA powered Akamai Inference Cloud, targeting AI workloads at the edge. The company paired this product launch with strong quarterly results and growth in its cloud services and security businesses. The new offering is…...