A sharp supply crunch is driving contract prices for mainstream DRAM memory chips up by as much as 95% quarter-on-quarter in early 2025, according to a revised forecast from market analyst TrendForce.
Oracle Corporation announced a massive $45-50 billion fundraising plan for 2026, aiming to aggressively expand its cloud infrastructure to meet surging demand from leading AI and tech giants.
As Chinese exports, from electric vehicles to e-commerce parcels, flood Latin American markets, governments are walking a tightrope between protecting domestic industries and satisfying consumer demand for affordable goods, all while navigating deepening economic ties with Beijing.
Chinese EV maker Li Auto announces a significant organizational overhaul, dissolving its dedicated autonomous driving team to focus resources on 'embodied intelligence' and humanoid robotics, signaling a bold strategic realignment.
Japan has successfully retrieved sediment containing rare earth minerals from a depth of 6,000 meters in the Pacific Ocean, marking a world-first achievement in deep-sea resource exploration. The mission, part of a strategic push to reduce reliance on Chinese supplies, could reshape global supply chains for critical technology components.
Micron Technology, a key player in memory chips, is poised for explosive earnings growth fueled by insatiable AI demand. Yet, its cyclical nature and commoditized market pose significant long-term risks for investors.
Archer Aviation secures a pivotal agreement with Serbia to supply its electric air taxis for EXPO 2027, marking a significant step into the European market and sparking discussions on its path to commercialization and valuation.
Altria Group expects improved second-half earnings by leveraging a U.S. tobacco tax rebate tied to increased exports, as the Marlboro maker seeks new avenues for growth in a shrinking cigarette market.
Facing a looming wave of retirements, independent advisory firms are increasingly turning to employee ownership and sophisticated tax strategies to secure their futures, offering an alternative to the private equity buyout.
A catastrophic landslide at a major coltan mine in rebel-held eastern Congo has killed hundreds of informal miners, casting a harsh light on the deadly human cost behind the global tech supply chain.
Apple's record-breaking quarter highlighted a persistent memory chip shortage, driven by AI demand. This dynamic is creating a powerful tailwind for U.S.-based memory leader Micron Technology, with industry commentary suggesting the upcycle has further to run.
In a landmark disclosure during its Q4 earnings call, Tesla has revealed it now has 1.1 million active Full Self-Driving (FSD) subscribers worldwide. The announcement comes as the company prepares to shift exclusively to a monthly subscription model, a strategic move tied to Elon Musk's ambitious goal of reaching 10 million active users.
Box, Inc. strengthens its enterprise cloud offerings with the general release of Box Extract, an AI-driven data intelligence tool. The launch coincides with bullish analyst sentiment, including a Citi price target suggesting significant upside.
While market gains have been concentrated in a handful of tech giants, a select group of companies across semiconductors, beauty, and banking have delivered consistent, triple-digit returns by mastering the fundamentals of growth, margins, and capital efficiency.
Fresh from its spin-off, GE Vernova is finalizing a deal to acquire transformer maker Prolec GE, a strategic move to bolster its electrification portfolio and capitalize on surging global demand for grid infrastructure and power equipment.
Citi has updated its model for GlobalFoundries, lifting the price target to $42 and extending its valuation horizon to 2027. The move follows the chipmaker's strategic acquisition of Synopsys' ARC Processor IP business, aimed at accelerating its physical AI roadmap.
Driven by falling costs and strong incentives, heavy manufacturing is increasingly turning to on-site solar power. This shift is transforming large factory roofs from passive structures into strategic assets for cutting energy bills and emissions.
Despite posting a Q4 net loss, ArcBest is streamlining operations and investing in technology, positioning for a market rebound while the broader LTL sector continues its slow climb from a prolonged slump.
In a strategic move to reduce reliance on foreign tech giants, Japan launches a national AI initiative, combining SoftBank's leadership with substantial government backing to develop a domestic foundational model.
Intel's contract chipmaking division is reportedly in advanced discussions with tech giants Nvidia and Apple to manufacture key components starting in 2028, a potential game-changer for the semiconductor industry's supply chain.
