Barclays Turns Bullish on Dell as AI Server Demand Grows
Barclays upgrades Dell Technologies to Overweight, citing strong AI server orders, disciplined spending, and potential upside to earnings estimates.
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TSMC's $56 Billion Bet: Chip Giant Goes All-In on AI Future
TSMC announces massive $56B spending plan for 2026, signaling confidence in AI boom. Strong earnings and expansion plans boost tech sector optimism.
Oracle Faces Lawsuit Over Alleged Bond Sale Disclosure Failures
Bondholders sue Oracle for $18B debt sale, claiming the company failed to disclose plans for additional $38B in loans needed for AI infrastructure expansion.
Trump Hints at Apple's Possible Intel Investment: What We Know
President Trump suggests Apple may have invested in Intel alongside the U.S. government's 10% stake, but details remain unclear without official confirmation from either company.
GlobalFoundries Acquires Synopsys' Processor IP Business to Boost AI Chip Development
GlobalFoundries announces acquisition of Synopsys' ARC Processor IP Solutions to accelerate Physical AI development and expand RISC-V capabilities for next-gen applications.
Quantinuum Plans IPO as Quantum Computing Goes Public
Honeywell's quantum computing unit Quantinuum prepares for IPO filing with $11B valuation, backed by Nvidia and major investors for breakthrough computing technology.