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HISTORICAL FACTS: 4 - Caught on Camera

Why Micron May Be the Most Undervalued Winner of the AI Boom

Micron's AI-driven surge has pushed its valuation to $1.36 trillion, with Meta and Tesla now within reach. With memory emerging as AI's biggest bottleneck, a $2 trillion valuation is becoming increasingly plausible.

Look out Nvidia — Alibaba reveals its most powerful AI models for robots as it looks to strike ahead in agentic race

Look out Nvidia — Alibaba reveals its most powerful AI models for robots as it looks to strike ahead in agentic race

Alibaba is looking to expand into the physical world by launching its first suite of AI models for robots amid a broadening global AI race.

Nokia Stock May Be the Most Attractively Priced Way to Bet on AI Infrastructure

Nokia Stock May Be the Most Attractively Priced Way to Bet on AI Infrastructure

Nokia has extended its deal with Google cloud to embed Gemini AI agents into its network operations.

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Magnificent 7 Selloff Is a Buying Opportunity as AI Spending Boom Continues, Strategist Says

The Magnificent 7, which consists of Apple, Microsoft, Nvidia, Amazon, Meta, Alphabet and Tesla, remains the dominant force in U.S. equities. A strategist said the recent selloff is a new opportunity to buy them.

International Business Times

AI stock slump raises the question if investors are just taking profits or getting very nervous

Tech companies are spending big on AI, but investors are getting nervous

The Independent UK

Nvidia Just Claimed a New AI Crown. That Means NVDA Stock Investors Have a New Reason to Buy.

Nvidia's rise to the top of the data center Ethernet switching market highlights how the company is expanding beyond GPUs and deepening its AI infrastructure moat.

Wedbush Gives a Thumbs Up to Cerebras Ahead of Its First Quarterly Earnings. What This Means for CBRS Stock Investors.

The firm maintained its "Outperform" rating on CBRS stock.

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AI Memory Shortage Pushes Micron Into the Market Spotlight

For the first time in its history, Micron briefly surpassed a $1 trillion market capitalization, a milestone that may prove to be one of the clearest financial symbols of the new AI economy. Just a few years ago, GPU manufacturers such as Nvidia were seen as the primary beneficiaries of…

US Stocks Today | Chip stocks plunge, but bargain-hunters stem losses in other tech names

US Stocks Today | Chip stocks plunge, but bargain-hunters stem losses in other tech names

US chip stocks experienced a significant tumble, impacting the broader market and wiping out billions in value. While tech giants like Nvidia and Tesla saw declines, bargain hunters emerged, offering some support. This selloff, attributed to concentrated trading and shifting sentiment rather than AI fundamentals, highlights the volatility in the…

The Economic Times

“Think of the processes like cars on a motorway. Our CPU has one lane for traffic to flow; the GPU has thousands of lanes”: Can GPU really unlock limitless music production potential?

“Think of the processes like cars on a motorway. Our CPU has one lane for traffic to flow; the GPU has thousands of lanes”: Can GPU really unlock limitless music production potential?

The key to more powerful plugins may be the graphics processor that you already have in your computer. We discover how three developers are making this happen right now

Valve greenlights SteamOS installs on normal PCs with AMD GPUs, so you can go make your own Steam Machine if you don't wanna fork over $1,049

Valve greenlights SteamOS installs on normal PCs with AMD GPUs, so you can go make your own Steam Machine if you don't wanna fork over $1,049

Not all of us have Machine money.

Nvidia announces liquid cooling system that runs ‘hotter than a hot tub’ — promises to reduce electricity consumption and cut water use by up to 100%, but sustainability challenges remain

Nvidia announces liquid cooling system that runs ‘hotter than a hot tub’ — promises to reduce electricity consumption and cut water use by up to 100%, but sustainability challenges remain

This system raises the base coolant temperature to 113 degrees F (45 degrees C) to save on electricity costs and reduce water consumption to basically zero.

Tom’s Hardware

'Going to make myself stick with SteamOS instead of slithering back to Windows': gamers get ready to abandon Windows 11, as Valve focuses on boosting SteamOS on the desktop

'Going to make myself stick with SteamOS instead of slithering back to Windows': gamers get ready to abandon Windows 11, as Valve focuses on boosting SteamOS on the desktop

Valve has made it clear how it's improving SteamOS for desktop PCs, and working hard to support Nvidia GPUs.

SK Hynix briefly tops Samsung as Korea’s most valuable company—and it’s eyeing a U.S. listing as soon as August

SK Hynix briefly tops Samsung as Korea’s most valuable company—and it’s eyeing a U.S. listing as soon as August

SK Hynix’s shares are up by almost 900% over the past 12 months, compared with almost 180% for the broader KOSPI index.

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International Business Times UK

Another AI Firm Is Paying SpaceX $6.3B for Nvidia Compute After Google and Anthropic's $26B Commitment

SpaceX has partnered with Reflection AI, securing a $150 million monthly deal to provide computing power, enhancing open-source AI development amid growing concerns over closed AI systems.

This Tiny AI Memory Stock Is Taking on Samsung, Google, and Nvidia

Netlist stock surged after widening its patent dispute with Samsung and adding several major AI and server companies to a new ITC complaint.

Tom’s Hardware

Valve working on SteamOS for general release — company collaborating with Nvidia to ensure compatibility, hints at dual-boot capabilities in the future

Valve engineer Pierre-Loup Griffais says that the company is working on expanding SteamOS compatibility with Nvidia and other hardware platforms. This should make it easier for users to install the gaming operating system on non-Valve hardware, although it still requires a complete system wipe to replace the existing OS.

Tom’s Hardware

SK hynix passes Samsung as South Korea's most valuable company — memory company surpasses valuation milestone on the back of HBM

SK hynix overtook Samsung Electronics on Monday to become South Korea’s most valuable listed company.

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Cooling just became the most strategic choice in AI infrastructure

As AI power demands surge, cooling emerges as infrastructure’s defining competitive advantage.

The Economic Times

3 AI stocks outweigh all of India: Why this concentration is sounding EM alarm bells

Two Asian markets are heavily reliant on AI chipmakers, with TSMC, Samsung, and SK Hynix dominating emerging market indices. This concentration poses significant risk. In contrast, India's market offers diversification across sectors like BFSI, consumption, and infrastructure, presenting a potentially more resilient investment opportunity. Experts highlight India's growing AI infrastructure…

The Economic Times

Software-hardware loop fuelling all new AI super cycle

While energy and cooling challenges persist, a lot more hardware requirements are expected to emerge, Synopsys CIO Sriram Sitaraman told ET. While energy and cooling pose challenges, innovation is anticipated to overcome these. Enterprises are also seeing productivity boosts from AI in repetitive tasks, shifting towards efficient model usage and…

Valve confirms you can build your own Steam Machine with latest SteamOS update

Valve confirmed that you can build your own Steam Machine PC with the most recent SteamOS update.

Stocks Mostly Lower on Weakness in Megacap Tech and Software Stocks

The S&P 500 Index ($SPX ) (SPY ) on Monday closed down -0.37%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.29%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.19%. September E-mini S&P futures (ESU26 ) fell -0.34%, and September E-mini Nasdaq futures...

Tom’s Hardware

Arm servers capture over 45% of data center market revenue — GPU clusters and high-end AI infrastructure fuel a tectonic shift away from x86

Arm-based servers accounted for nearly half of server revenue in Q1 2026, challenging x86. But in the coming years, they might catch up unit wise as well.

Why Jefferies Is Betting That IREN Stock Will Gain 30% from Here

Thanks to a string of major AI deals and an expanding cloud platform, IREN has won over Jefferies, which sees more than 30% upside ahead.

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