Micron's record earnings driven by AI data center demand shows how chip makers are capitalizing on surging requirements for memory infrastructure.

Stock indices declined as investors reassessed AI valuations and worried about potential rate increases, offsetting gains in oil prices from Iran tensions.

Iran targeted U.S. military facilities in Kuwait and Bahrain after American strikes, raising concerns about shipping disruption in a critical energy corridor.

SpaceX's rapid addition to the index highlights booming demand for space economy jobs despite cooling IPO enthusiasm for the company.

The historic transaction unites two major media companies in a consolidation move CEO Zaslav called transformational.

Warsh hinted the Fed may need to counter inflation more aggressively, alarming investors already worried about rate policy.

Apple, Microsoft, HP and other device makers are forced to choose between raising prices or sacrificing profit amid AI-driven memory demand.

Weak returns on AI investments could trigger sharp funding pullbacks threatening the global economy, the BIS cautioned.

Intel rallied sharply after exceeding Wall Street estimates, suggesting renewed competitive strength in the chip market.

Qualcomm CEO Cristiano Amon says the acquisition marks a critical moment for AI processor development and custom chip demand.

Oracle's surging AI spending, negative free cash flow and $130 billion debt load triggered heavy selling pressure.

Zhipu's GLM 5.2 demonstrates the AI competition is shifting toward maximizing intelligence per dollar, where open-source challengers gain advantage.

Surging demand for advanced AI models is turning computing capacity into the tech industry's most constrained resource.

Gas turbine demand is surging as data center operators seek massive power supplies to run advanced AI systems.

The dispute over Claude's defensibility in China raises questions about frontier AI model protection and valuation before Anthropic's IPO.

The Trump administration allowed Anthropic to grant limited access to advanced models after initially restricting them on national security grounds.

The licensing dispute could set precedent for how global rates are determined for wireless technology patents.

Fewer cars are being sold annually, signaling a structural shift in consumer demand rather than cyclical weakness.