Sandisk says customers are coming back for more NAND
DigiTimes: IT news from Asia
Google stock's historically bad day raises fears of AI bubble popping
NBC News: Business
Anthropic's multi-platform AI strategy pressures Nvidia pricing power
DigiTimes: IT news from Asia
Beyond nanometers: AI forces Taiwan's semiconductor ecosystem to compete at system level
DigiTimes: IT news from Asia
Nvidia in talks to give credit support for Nscale's deal with Anthropic, The Information reports - Reuters
Google News (Reuters)
Sandisk's data center expansion widens the gap with consumer storage
DigiTimes: IT news from Asia
Samsung, SK Hynix say memory crunch could drag on for years despite spending surge
DigiTimes: IT news from Asia
Taiwan semiconductor output to hit NT$9.1 trillion as TSIA urges stable power
DigiTimes: IT news from Asia
Samsung secures Faraday 2nm ASIC order, broadening AI and HPC footprint
DigiTimes: IT news from Asia
Memory price surge clouds peak season; Chinese brands' 4Q26 smartphone shipments to drop over 35%
DigiTimes: IT news from Asia
Texas Instruments, NXP point to data centers and robots as industrial chips rebound
DigiTimes: IT news from Asia
Email Daily Stock Portfolio Reports from Google Sheets
Digital Inspiration
Microsoft expects to raise $25 billion in US bond sale, source says - Reuters
Google News (Reuters)
Google's $500bn bloodbath reflects the danger it faces from AI
The Economist: Business
Researchers find bugs in 5 AI developer tools, with OpenAI and Microsoft flaws still unpatched
The Register
Rivian says it's on track for $250 million Uber funding by year-end, R2 demand strong - Reuters
Google News (Reuters)
Tech Moves: Former Amazon execs depart Warner Bros. Discovery; Amazon leader returns to Microsoft
GeekWire
Shares of Google's parent company just had their worst day ever. Here's what it means
CNN - Business News
Jim Cramer says Microsoft is winning the AI spending battle and Alphabet is paying the price
CNBC: Earnings
Alphabet stock sees worst single day on record
CNBC: Fast Money
Google Gemini can now create and edit PDFs, documents, and more right inside your chat
Digital Trends
