Marvell executives warn that copper interconnects are nearing their limits and memory bottlenecks are becoming the critical constraint for AI scaling. The shift to optical interconnects and advanced memory architectures...
Bitdeer mined 288.1 BTC and sold 288.4 BTC in the week ending September 25, 2026, keeping its bitcoin treasury at zero. The miner's flow-through model contrasts sharply with peers like...
Goldman Sachs estimates the six largest hyperscalers need about $1.42 trillion in cumulative 2028-2030 revenue to hit a 15% ROIC on $1.73 trillion of 2026-2027 AI capex. Cloud backlog of...
AI agent enthusiasm has added $220 billion to Meta's market cap while Treasury yields suppress small caps, leaving the S&P 500 stuck near 7,700. Goldman Sachs warns investors to hedge...
SK Hynix's Solidigm is preparing a US IPO at a target valuation of up to $150 billion, potentially the largest semiconductor listing in US history. The former Intel NAND business,...
Meta's agentic AI model Muse added $220 billion in market value, powering the Nasdaq 100 while Treasury yields crushed rate-sensitive assets. With market breadth collapsing and concentration at record highs,...
Oura's US IPO is roughly four times oversubscribed, with the smart-ring maker seeking up to $2.2 billion at a valuation near $15 billion fully diluted. A successful listing would be...
Microsoft integrated Word, Excel and PowerPoint directly into its Copilot assistant and added a coding tool and a continuously running AI agent, sending shares up 3.66%. The shift turns Copilot...
Tesla has started mass production of its Semi electric truck after a decade of delays, delivering to customers like PepsiCo and DHL. The truck boasts a 500-mile range and improved...
Eli Lilly has secured an expanded U.S. label for Olumiant, allowing the JAK inhibitor to treat severe alopecia areata in children 12 and older. The move modestly enlarges the drug's...
Northrop Grumman received a $111.4 million contract modification for a strategic deterrent program, reinforcing its role in U.S. nuclear modernization. The award signals continued defense spending strength, likely providing a...
Southland Holdings has received an NYSE American notice that it no longer meets certain continued listing standards. The infrastructure firm has a cure period to regain compliance, but the flag...
Rio Tinto has been awarded a U.S. defense logistics contract worth up to $995 million, expanding its role in national security supply chains. The deal adds revenue visibility and reinforces...
Metallus Inc. has been awarded a defense contract worth up to $995 million to supply high-fragmentation steel for U.S. munitions. The deal highlights rising defense spending and supply-chain reshoring, with...
Kongsberg Gruppen secured a $404 million missile contract, advancing its U.S. defense strategy. The deal boosts the Norwegian firm's order book and highlights growing demand for precision munitions, with positive...
Microsoft shares closed at their highest level of the year, completing a sharp reversal from a weak start to 2025 as investors re-embraced the company's AI narrative. As a top-weighted...
Bernstein analysts warn that Wall Street may be underestimating how much rising smartphone component costs will hurt Apple's gross margins. The pressure could weigh on Apple shares, the Nasdaq, and...
Micron investors may face short-term volatility as Nvidia's product ramp timing shifts some revenue to next year. The long-term AI memory demand remains strong, but near-term earnings could be uneven.
Tesla's stock fell after the launch of its Semi truck failed to impress investors, with unclear production targets and timelines. The muted reaction highlights growing pressure on Tesla to deliver...
US stocks closed higher, but crypto-linked equities diverged sharply: PayPal rose 4.70% while Circle fell 4.12% and MARA dropped 2.88%. The split suggests investors are increasingly differentiating between durable digital-asset...
Subscribe to get important Web3 & AI updates from the TREE NEWS desk by email — free.
