Sign in Subscribe

Latest

US Lawmakers Want to Ban Chinese Memory Chips: CXMT's 8% Share vs a Shortage With No Relief

US Lawmakers Want to Ban Chinese Memory Chips: CXMT's 8% Share vs a Shortage With No Relief

US Lawmakers Want to Ban Chinese Memory Chips: CXMT's 8% Share vs a Shortage With No Relief On July 17, 2026, two US lawmakers — Rep. John Moolenaar (R-MI), who chairs the House Select Committee on the Chinese Communist Party, and Rep. George Whitesides (D-CA) — urged the

Apple Just Passed Nvidia at $4.88 Trillion: What the Market-Cap Flip Says About the AI Trade

Apple Just Passed Nvidia at $4.88 Trillion: What the Market-Cap Flip Says About the AI Trade

Apple Just Passed Nvidia at $4.88 Trillion: What the Market-Cap Flip Says About the AI Trade On Friday, July 17, 2026, Apple briefly overtook Nvidia to become the world's most valuable company, closing around $4.88 trillion versus Nvidia's roughly $4.86 trillion after

From a 50% Warning to 'Delighted to Be Wrong': Why Altman and Amodei Walked Back the AI Jobs Apocalypse

From a 50% Warning to 'Delighted to Be Wrong': Why Altman and Amodei Walked Back the AI Jobs Apocalypse

From a 50% Warning to 'Delighted to Be Wrong': Why Altman and Amodei Walked Back the AI Jobs Apocalypse In mid-2025, Anthropic CEO Dario Amodei warned AI could wipe out up to 50% of entry-level white-collar jobs within five years and push youth unemployment to

Citadel Securities Put $400 Million Into Crypto.com at a $20 Billion Valuation — Here's What Ken Griffin's Firm Is Really Buying

Citadel Securities Put $400 Million Into Crypto.com at a $20 Billion Valuation — Here's What Ken Griffin's Firm Is Really Buying

Citadel Securities Put $400 Million Into Crypto.com at a $20 Billion Valuation — Here's What Ken Griffin's Firm Is Really Buying On July 16, 2026, Citadel Securities — Ken Griffin's market-making giant — invested $400 million in Crypto.com at a $20 billion valuation. It&

China's Optical Chip, Explained: How a Peking University System Ran AI Inference 100x Faster on One-Ninth the Compute

China's Optical Chip, Explained: How a Peking University System Ran AI Inference 100x Faster on One-Ninth the Compute

China's Optical Chip, Explained: How a Peking University System Ran AI Inference 100x Faster on One-Ninth the Compute In July 2026, a Peking University team reported an optical interconnect system that ran a distributed AI inference task more than 100 times faster while using about one-ninth

Michael Burry's AI Short, by the Numbers: 5 Names and a Semiconductor Index 65% Above Its 200-Day Average

Michael Burry's AI Short, by the Numbers: 5 Names and a Semiconductor Index 65% Above Its 200-Day Average

Michael Burry's AI Short, by the Numbers: 5 Names and a Semiconductor Index 65% Above Its 200-Day Average In early July 2026, "Big Short" investor Michael Burry disclosed a cluster of bearish bets across the AI hardware trade — Nvidia, Caterpillar, Applied Materials, Tesla, and the

ASML Raised Its 2026 Forecast to €45 Billion and Jumped 6% — So Why Did Memory Stocks Fall?

ASML Raised Its 2026 Forecast to €45 Billion and Jumped 6% — So Why Did Memory Stocks Fall?

ASML Raised Its 2026 Forecast to €45 Billion and Jumped 6% — So Why Did Memory Stocks Fall? On July 15, 2026, ASML beat estimates, hiked its full-year revenue outlook for the second time this year to €43–45 billion, and its stock jumped nearly 6% to about €1,648.