IonQ Acquires SkyWater Technology in $1.8 Billion Quantum Computing Deal
SkyWater Technology stock surges 6% as IonQ announces $35/share acquisition creating first vertically integrated quantum platform company worth $1.8 billion.
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Samsung to Supply Nvidia with Next-Gen HBM4 Chips: What It Means for the Memory Market
Samsung Electronics will begin producing HBM4 memory chips for Nvidia next month, intensifying competition with Micron and SK Hynix in the booming AI chip market.
Intel's Supply Crunch Opens Door for AMD's Server CPU Dominance
Intel's 10-K filing reveals foundry struggles and server CPU challenges while AMD capitalizes on supply advantages through TSMC partnership, gaining significant data center market share.
Microsoft Earnings Preview: Wall Street Optimistic Despite Price Target Cuts
Wall Street analysts remain bullish on Microsoft ahead of earnings but trim price targets amid software sector selloff. Azure growth and AI adoption remain key focus areas.
China Greenlights Nvidia H200 AI Chip Orders as Tech Giants Prepare Major Purchases
Chinese regulators grant approval for Alibaba, Tencent, and ByteDance to order Nvidia H200 AI chips, potentially unlocking $30 billion in revenue amid US-China trade tensions.
Fortinet Stock Upgraded to Buy as Analysts See Stable Growth Ahead
TD Cowen upgrades Fortinet to Buy, citing stable performance, upside to revenue, and AI boosting—not replacing—security software.