Memory Price Tsunami Swamps Apple as Prices Jump 20%
AI-driven memory demand pushes prices higher, prompting Apple to raise Mac and iPad prices by roughly 20%. The indust...
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12,108 articlesAI-driven memory demand pushes prices higher, prompting Apple to raise Mac and iPad prices by roughly 20%. The indust...
Apple sticks to an asset-light model with robust buybacks, while Microsoft escalates capital spending to fuel AI and ...
As AI infrastructure expands beyond GPUs, investors ask whether Nvidia is undervalued or overvalued — or perhaps both...
Roku and Sirius XM sit at opposite ends of the media stock spectrum: one is a fast-growing platform, the other a stea...
SK Hynix kicked off trading on Wall Street with a double-digit rally, marking the largest U.S. IPO by a foreign compa...
Oracle’s stock has fallen from its AI-redemption peak as management bets heavily on data-center compute. Analysts are...
Meta Platforms rides a pivotal thesis: AI compute demand is real, scarce, and driving a company-wide pivot to data in...
Two tech giants are racing to power AI at scale, pouring hundreds of billions into data centers and power. The big qu...
Bridgewater Associates tightened its tech exposure in the latest 13F filing, cutting stakes in Microsoft, Meta, and A...
Nvidia posted a record quarter with new revenue highs and strong guidance, signaling a shift to compute-driven growth...
Marvell faces a pivotal year as data centers, 5G networks, and AI workloads shape demand. This guide breaks down what...
A new collaboration between Uber and Amazon's Zoox signals more than tech sharing. This alliance could redefine the e...