Rohm raised its annual operating-profit forecast by 66.7% on November 5, citing stronger AI-related server demand and improving profitability. The Japanese semiconductor maker now expects ¥50 billion for the year ending March 2027. But its…
Shibaura raises profit forecast to ¥17.5B; H2 needs an 85% jump
November 5, 2026
Shibaura Mechatronics raised its annual operating-profit forecast to ¥17.5 billion on November 5, citing stronger semiconductor investment. Yet the Japanese chip-equipment maker must earn ¥11.356 billion in the October–March half to deliver that target: almost…
Advantest fell 9.1% and Tokyo Electron dropped 7.5% in Thursday morning trading in Tokyo on November 5. At nearly simultaneous Yahoo Finance observations around 9:59 a.m. JST, the semiconductor equipment stocks traded at ¥31,420 and…
SpaceX (Nasdaq: SPCX) reported its first quarterly profit as a public company on Tuesday, posting net income of $4.4 billion for the third quarter as revenue rose 161% to $14.6 billion, well above the $12.7…
DeepSeek Flash update claims gains on 11 benchmarks, same price
October 17, 2026
DeepSeek on Saturday, Oct. 17, released DeepSeek-V4.1-Flash-1017, an update to the Flash model it launched on Sept. 10, with MIT-licensed weights on Hugging Face and no change to its API prices. DeepSeek’s own table shows…
SpaceX earnings Oct. 20: the bar Q2 set and what has changed
October 17, 2026
SpaceX will report third-quarter results after the market closes on Tuesday, Oct. 20, and hold an audio webcast at 4:30 p.m. ET, the company said on Friday. It is the second report since SPCX began…
The Philadelphia Semiconductor Index, the benchmark for U.S.-listed chipmakers, fell 3.83% on Friday, Oct. 16, and closed at 11,137.29. It was the eighth lower close in a row. TECHi counted the index’s daily closes back…
CoreWeave shares fall 11% as AI debt market tests its buildout
October 16, 2026
CoreWeave shares were down more than 11% in Friday trading, according to a Reuters report updated at 12:57 p.m. ET. The selloff had spread across companies that build and lease computing capacity for artificial intelligence:…
Nvidia stock: Zesty launches tool to cut excess GPU buying
October 15, 2026
Zesty launched a tool on Thursday that aims to let companies run more AI workloads on the Nvidia GPUs they already own. For NVDA investors, that raises a question often lost in the race to…
Rambus stock: LPDDR6 chip expands its AI-memory lineup
October 13, 2026
Rambus announced a power-management chip for the next generation of low-power AI server memory on Tuesday, October 13, extending a product business that is becoming increasingly important to the company’s revenue. The announcement, distributed at…
An $800B open-hardware forecast puts Dell’s AI strategy in focus
October 13, 2026
Dell’s AI business has a larger potential market to pursue—and more reason to explain what customers are paying Dell to do. At 8:00 a.m. EDT on October 13, the Open Compute Project Foundation released an…
Palantir stock jumps 5.2%: sovereign AI faces an overseas test
October 10, 2026
Palantir stock finished Friday at $209.05, up 5.17%. The sovereign AI opportunity offers a new reason to look beyond its U.S. business. Yet Palantir’s own accounts show how much work an overseas expansion still has…
CIEN Stock Jumps 11%—What Ciena’s 2029 Targets Now Require
October 6, 2026
CIEN stock surged 11.39% to $434.06 by 2:40 p.m. EDT on Tuesday, October 6, according to TECHi’s dated Ciena quote. The regular-session move lifted the shares $44.37 from the prior close of about $389.69, with…
ALAB Stock Jumps 7%—Why Astera Labs Is Rallying Today
October 6, 2026
Astera Labs shares surged Tuesday even though the company had not posted a new press release or SEC filing to explain the move. ALAB traded at $386.70 at 12:57 p.m. ET on October 6, up…
Cerebras stock jumps 9%; Q3 sales guide sets a harder test
October 6, 2026
Cerebras shares closed Monday, October 5, at $181.55, up 9.08% from Friday’s $166.43 close, according to TECHi’s Yahoo-sourced CBRS quote. The 4 p.m. Eastern observation is a regular-session close; Yahoo labels the feed delayed without…
Cerebras Lockup: 171M Shares vs a 34.5M Float
September 26, 2026
Cerebras has already passed its first public-market test. CBRS priced at $185, survived a volatile debut, and closed September 25 at $206.63. The next test is less glamorous than a new AI model but just…
Akamai’s $11.6B Anthropic Deal Comes With $5.5B Capex
September 25, 2026
Akamai’s $11.6 billion Anthropic contract looked like a clean AI-cloud victory when the news crossed. The shareholder math is less tidy. Akamai expects to spend about $5.5 billion to build the capacity, and Anthropic received…
AMD Stock Forecast After $1 Trillion: The Easy Upside Is Gone
September 22, 2026
Advanced Micro Devices crossed the $1 trillion market-cap line on Monday, then held near the milestone Tuesday as investors kept buying the CPU and accelerator trade. The celebration creates a harder forecast question than the…
ARM Stock Forecast After a 17% Rally: The Target Gap Is the Risk
September 22, 2026
Arm Holdings shares closed Monday at $322.90, up 17.16% in one session, after investors linked Meta’s fast-starting Muse agent to a much larger market for the CPUs that coordinate AI work. The move was powerful…
OpenAI is in talks at a $1.2 trillion valuation, days after calling for an AI slowdown
September 15, 2026
OpenAI is in early talks with investors about a funding round that would value it at more than $1.2 trillion, the Financial Times reported on Tuesday evening, three days after Sam Altman said the company…
10-year Treasury yield hits 5%, a 19-year high, and AI's borrowing bill goes up with it
September 15, 2026
The 10-year Treasury yield rose above 5% on Tuesday morning and touched 5.04%, its highest level since 2007, as oil near $106 a barrel and a Federal Reserve rate increase priced for Wednesday pushed the…
Oracle falls 5%: $700 million more in layoff costs, and Ellison's $7.5 billion sale is off
September 14, 2026
Oracle is cutting staff to pay for the data centers it is building, and its founder has decided not to sell the stock he is asking shareholders to hold. Shares fell about 5% to around…
Firmus kicks off a A$7 billion IPO: OpenAI anchors Australia's biggest float since Telstra
September 14, 2026
Firmus Technologies began pitching investors on Monday for an initial public offering that could raise as much as A$7 billion, about US$5 billion, on the Australian Securities Exchange, with a listing targeted for the end…
South Korea's ICT exports hit a record. Without them, it ran a $6.6 billion trade deficit
September 13, 2026
South Korea exported a record $59.98 billion of information and communications technology products in August, up 162.6% from a year earlier, the Ministry of Science and ICT said on Monday. For the first time, ICT…
Anthropic is the $13.7 billion GPU customer in Trump-linked RUM Group's deal: report
September 13, 2026
Anthropic is the previously unnamed customer that agreed last month to buy about $13.7 billion of AI computing services from RUM Group, The Information reported on Sunday evening. RUM Group, which owns the video platform…
SoftBank shares sink nearly 12% as AI slowdown talk hits its $64.6 billion OpenAI bet
September 13, 2026
SoftBank Group shares fell nearly 12% in Tokyo on Monday, the steepest drop among the major Asian AI stocks TECHi tracked, as investors got their first chance to trade the weekend’s calls from AI industry…
SK hynix falls 5%, KOSPI drops 3% as Asia's chip stocks slide after AI slowdown call
September 13, 2026
Shares of SK hynix fell 5.4% and Samsung Electronics 3.4% in the first 20 minutes of trading in Seoul on Monday, pulling South Korea’s KOSPI index down 3.2%. It was Asian markets’ first chance to…
Anthropic has told its shareholders it expects positive adjusted operating income for a second consecutive quarter, the Financial Times reported on Sunday, citing multiple people with knowledge of the matter. The FT said the maker…
U.S. stock futures opened lower on Sunday evening, and the selling was heaviest in the index most tied to artificial intelligence. Nasdaq 100 futures fell about 1.2% within 20 minutes of trading resuming at 6…
Data Center Cost Per MW: USA, EU, UAE, India, Pakistan
September 13, 2026
Building a 10-megawatt data center in Mumbai costs about $66 million, before land and servers. The same building in Silicon Valley costs about $133 million. Running them is a different story: on Maharashtra’s state industrial…