Just a few short months ago, back in November 2025, investors were writing OpenAI‘s obituary. That’s when Google unleashed ...
Perplexity was great—until my local LLM made it feel unnecessary ...
This year, there won't be enough memory to meet worldwide demand because powerful AI chips made by the likes of Nvidia, AMD and Google need so much of it. Prices for computer memory, or RAM, are ...
Jan 5 (Reuters) - Shares of the world's top memory chip providers rose on Monday as investors bet on further price gains due to a global supply crunch driven by surging demand for ...
A supply shortage is the last thing tech companies want to talk about at CES. The annual trade show is their chance to promote new products and drum up excitement for what's coming, not discuss the ...
For anyone who’s been paying attention over the past few months, it’s no surprise that the AI-driven memory chip shortage is pushing up prices on consumer electronics, and that those increases aren’t ...
Guidance for CapEx increased significantly from a projection of $9 billion in Q3 2025 to an expectation of more than $20 billion in 2026. Strategic focus shifted from scaling production and FSD ...
Super Micro Computer, Inc. downgraded to Hold as shipment delays, thin margins, and premium valuation outweigh AI demand.
During a recent interview with Jack Lempart of ETF Atlas, I was asked about determining the appropriate allocation to alternative investments and whether a simple 1/N approach—equally weighting across ...
Here's all we know about skyrocketing memory prices and what's causing it. When you purchase through links on our site, we may earn an affiliate commission. Here’s how it works. January 14, 2026: ...
There’s no single best way to construct a robust portfolio. While investment teams at wealth management firms often focus on client needs, those at asset management firms tend to build portfolios that ...
Accelerate your tech game Paid Content How the New Space Race Will Drive Innovation How the metaverse will change the future of work and society Managing the ...