China Moves to Ban U.S. and Israeli Cybersecurity Software
China has reportedly told local companies to stop using some U.S. and Israeli cybersecurity software, citing national security concerns amid rising tech tensions.
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China Effectively Blocks Nvidia H200 AI Chips Amid U.S.–China Tensions
China has told customs and tech firms to stop buying Nvidia’s powerful H200 AI chips, signaling a de facto ban amid rising U.S.–China tech tensions.
Salesforce Stock Drops as Anthropic Launches Cowork AI Tool
Salesforce shares fell over 6% after Anthropic announced Cowork, an AI assistant that competes with Salesforce's Agentforce workplace automation platform.
Goldman Sachs Starts Coverage on Super Micro With a Sell Rating
Goldman Sachs initiates coverage on Super Micro with a Sell rating, citing margin pressure, rising competition, and limited profit visibility despite AI leadership.
BofA Downgrades Arm to Neutral Amid Revenue Slowdown
BofA cuts Arm to Neutral with $120 target due to royalty slowdown, SoftBank reliance, and weaker smartphone sales in 2026.
KeyBanc Turns Bullish on AMD: Strong AI and Server Demand Ahead
KeyBanc upgrades AMD to Overweight with a $270 price target, citing strong momentum in the company's AI accelerators, especially the MI355 and upcoming MI455 chips.