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Is Apple’s Chip Strategy About Security — Or About Tariff Exposure?

Apple (NASDAQ:AAPL) is quietly doing something big in the desert. It is using its wallet to pull more of...

Nvidia’s Earnings May Beat Again—Why The Stock Still Might Not Care!

Nvidia reports earnings this week with expectations still firmly elevated. Consensus continues to model strong revenue growth, healthy profitability,...

Google Just Expanded TPU Access — & NVIDIA Should Notice!

If you thought Alphabet (NASDAQ: GOOGL) was content renting Nvidia chips like everyone else, think again. Over the past...

Is Nvidia’s OpenAI Bet About Ownership Or CONTROL?

When news broke that NVIDIA (NASDAQ:NVDA) is reportedly finalizing a roughly $30 billion investment in OpenAI, many saw a...

Salesforce Just Bought Momentum — But The REAL Play Is Workflow Control!

It has been a busy stretch for Salesforce (NYSE:CRM). Fresh off a strong fiscal third quarter, the company is...

Nvidia Just Closed The Arm Chapter—Here’s What It Really Means!

When Nvidia Corp. (NASDAQ:NVDA) quietly sold the last of its shares in Arm Holdings Plc, it marked the end...

Reality Check: Why Meta’s Smart Glasses Dream Isn’t The Growth Engine You Think It Is

When you look past the headlines, the story around Meta Platforms (NASDAQ:META) and smart glasses is surprisingly grounded. Yes,...

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

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?

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?

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?

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!

Pinterest (NYSE:PINS) is the latest tech player to join the layoff wave, announcing plans to reduce its workforce by...