Samsung's Q1 2026 operating profit surged 755% to $37.8 billion, with its semiconductor arm delivering 95% of the total — proof that AI chip demand has completely rewritten the memory business.
Major SaaS stocks have crashed 30-40% in 2026 as AI agents threaten per-seat pricing. CIOs are slashing vendor budgets. Here's what it means.
AWS confirms $15 billion AI revenue run rate in Q1 2026, doubling in a year and proving enterprise AI adoption is real, not a bubble.
The MATCH Act would ban ASML from selling DUV lithography machines to China, cutting off the last legal route to advanced chipmaking equipment.
The MATCH Act would ban all chipmaking tool sales and maintenance to China's top fabs — ASML shares are already down, and the semiconductor cold war just escalated.
GoPro is cutting 145 jobs — 23% of its workforce — as revenue drops 19% and its market cap sinks to $110M. The action camera era is officially over.
Iran's IRGC named Apple, Google, Nvidia, Microsoft and 14 other tech firms as military targets. After drone strikes on Amazon data centers, this threat is real.
Oracle cut 12,000 jobs in India as part of 30,000 global layoffs, offering a leaked severance of ~3.5 months plus Rs 20,000 insurance. No call, no meeting.
OpenAI acquired TBPN for a reported low hundreds of millions. With just 58K subscribers, the price looks absurd — until you understand what they actually bought.
Foxconn's Q1 2026 revenue surged 29.7% to $66.6 billion on record AI server demand — proving the real AI winners build the racks, not the models.