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Apple vs Micron: In a Memory Supercycle, Who Really Wins?

Technology & AI Ishan Majumdar -
Memory prices are rising, supply remains tight, and the AI buildout is absorbing more capacity than the industry can deliver. Micron is guiding gross...

Is Nvidia’s China Comeback A Win Or A Structural RISK?

Technology & AI Ishan Majumdar -
After months of lobbying, Nvidia Corp (NASDAQ:NVDA) finally received U.S. approval to resume selling its H200 artificial intelligence chips to China. On the surface,...
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Is Microsoft Winning AI — Or Just Funding Its Rivals?

Technology & AI Ishan Majumdar -
Microsoft continues to expand its AI footprint, but user engagement with Copilot is falling fast. Despite 15 million paid...

Is Apple Outflanking Meta With This Q.AI Move?

M&A Ishan Majumdar -
Apple acquired Israeli startup Q.AI for close to $2B, locking down patents around “facial skin micro movements” that enable...

Is Pinterest Shrinking or Scaling? THIS AI SHIFT Tells the Story!

Technology & AI Ishan M. -
Pinterest (NYSE:PINS) is the latest tech player to join the layoff wave, announcing plans to reduce its workforce by...

Is Nvidia Building Demand—Or Just Buying It?

Technology & AI Ishan Majumdar -
Nvidia just committed $2 billion to CoreWeave and backed Synthesia at a $4 billion valuation. At first glance, this...

Is The NVIDIA AI Hype OVER? OpenAI’s Cash Burn Sparks New Investor Doubts!

Technology & AI Ishan Majumdar -
Is The Nvidia AI Hype Over? That question took center stage this week after shares of Nvidia (NASDAQ:NVDA) dropped...

OpenAI vs Google Gemini: Will Gemini Keep Up with ChatGPT’s OS Ambitions?

Technology & AI Ishan Majumdar -
OpenAI is no longer building “just” an AI assistant. Over the past year, ChatGPT has been reshaped into something...
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Apple vs Micron: In a Memory Supercycle, Who Really Wins?

Technology & AI Ishan Majumdar -
Memory prices are rising, supply remains tight, and the AI buildout is absorbing more capacity than the industry can...

Is Nvidia’s China Comeback A Win Or A Structural RISK?

Technology & AI Ishan Majumdar -
After months of lobbying, Nvidia Corp (NASDAQ:NVDA) finally received U.S. approval to resume selling its H200 artificial intelligence chips...

Is Microsoft Winning AI — Or Just Funding Its Rivals?

Technology & AI Ishan Majumdar -
Microsoft continues to expand its AI footprint, but user engagement with Copilot is falling fast. Despite 15 million paid...

Is Apple Outflanking Meta With This Q.AI Move?

M&A Ishan Majumdar -
Apple acquired Israeli startup Q.AI for close to $2B, locking down patents around “facial skin micro movements” that enable...

Is Pinterest Shrinking or Scaling? THIS AI SHIFT Tells the Story!

Technology & AI Ishan M. -
Pinterest (NYSE:PINS) is the latest tech player to join the layoff wave, announcing plans to reduce its workforce by...

Is Nvidia Building Demand—Or Just Buying It?

Technology & AI Ishan Majumdar -
Nvidia just committed $2 billion to CoreWeave and backed Synthesia at a $4 billion valuation. At first glance, this...

Is The NVIDIA AI Hype OVER? OpenAI’s Cash Burn Sparks New Investor Doubts!

Technology & AI Ishan Majumdar -
Is The Nvidia AI Hype Over? That question took center stage this week after shares of Nvidia (NASDAQ:NVDA) dropped...

OpenAI vs Google Gemini: Will Gemini Keep Up with ChatGPT’s OS Ambitions?

Technology & AI Ishan Majumdar -
OpenAI is no longer building “just” an AI assistant. Over the past year, ChatGPT has been reshaped into something...

Micron Taiwan Chip Fab Acquisition: Is This $8 Billion Bet the Key To Beating SK Hynix & Samsung?

Technology & AI Ishan Majumdar -
Micron Technology (NASDAQ:MU) is doubling down on global capacity, and its latest interest could make waves across the chip...

OpenAI Introduces ChatGPT Ads & Gemini’s Monetization Plan Suddenly Looks Critical!

Technology & AI Ishan Majumdar -
OpenAI (NASDAQ:GOOGL) just made the next big move in the AI race. OpenAI introduces ChatGPT ads this year, starting...

Meta Metaverse Layoffs 2026: Inside Zuckerberg’s $73 Billion Reality Labs Meltdown

Technology & AI Ishan Majumdar -
Meta (NASDAQ:META) just hit a breaking point in its metaverse dream. After racking up nearly $73 billion in cumulative...

Intel AI Chip Boom 2026 Could Make It Apple’s Next Chip Supplier!

Technology & AI Ishan Majumdar -
Intel (NASDAQ:INTC) shares surged this week after a bullish upgrade that reignited investor hopes in the chipmaker. KeyBanc boosted...
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U.S. Gas Prices Are Sliding—THESE Stocks Tell A Different Story!

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U.S. natural gas prices have slipped into a different...

BorgWarner’s AI Pivot Is Powering A Re-Rating — But Where Could The Story Crack?

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BorgWarner has quietly engineered one of the more dramatic...

Trump’s Climate Reversal Just Reset The Earnings Map For Utilities, Autos, & Oil

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The Trump administration has formally revoked the Environmental Protection...

Tri Pointe Homes Buyout Shock: Why Sumitomo Forestry Is Paying A 29% Premium

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When Tri Pointe Homes (NYSE:TPH) announced that it had...

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