Software
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Anthropic Leak and a Cybersecurity Sell-off
Market leaders in cybersecurity solutions, CrowdStrike, Zscaler, and Palo Alto, are posting several-percent losses in today’s session, with declines averaging…
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TurboQuant From Google – Threat or Opportunity For The AI Market
The publication by Google on its TurboQuant algorithm has become one of the most important catalysts for the semiconductor market…
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Micron Q2 2026 Preview – Memory Super-Cycle in Full Swing
Today, after the market closes, Micron Technology will release its results for the second quarter of fiscal year 2026. This…
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Nvidia – Can it Reach $1 Trillion in Revenue
During the recent GTC 2026 conference, Nvidia once again demonstrated that it plays in its own league. The bar it had…
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The Memory Hungry Rally Could Last Longer Than we Think
The global semiconductor memory market is entering a new, long-term phase of shortages that could last until 2030. This is the…
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Meta’s Propriety AI Chips “No Dependence no Control”
Meta Platforms is intensifying the development of its own artificial intelligence chips as part of the strategic MTIA project, planning…
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Stocks – Nvidia CEO ” AI is Once in a Generation Opportunity” Stock Jumps Over 7%
NVIDIA (NVDA.US) shares are up 7.3% today following comments by CEO Jensen Huang, who called the expansion of AI infrastructure…
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Stock of The Week – Alphabet Inc
Alphabet’s quarterly results were released at a unique moment, as the entire technology sector stands on the threshold of a…
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Software Stock in Panic Mode – Will Anthropic Ai Disrupt Tech
Anthropic enters legal tech: the market is reacting violently because this is a move into the application layer, not “just…
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Xeon 600 and Corporation With SoftBank, a Breakthrough For Intel?
The launch of the new Intel Xeon 600 line is primarily a strategic event, which the market interprets as a…
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