Technology
ASML Beats Q1, Raises 2026 Forecast on AI Memory Boom
ASML posted €8.8B in Q1 sales and lifted its 2026 outlook to €36-40B. Half of new-tool orders went to memory chips, a cycle no one predicted a year ago.
Shaw Beckett·
Ai Infrastructure
Business
Google's TurboQuant Just Erased Billions From Memory Chip Stocks. Here's What Actually Happened.
A compression algorithm that shrinks AI memory usage by 6x sent Samsung and SK Hynix tumbling. Analysts say buy the dip. Here's why.
Shaw Beckett·
Entertainment
Sony Just Raised the PS5 Price by $100. You Can Thank the AI Boom.
The PS5 Pro now costs $900. Memory chip makers are prioritizing AI data centers over consumer electronics, and gamers are the first to feel it.
Shaw Beckett·
Technology
Hackers Hijacked the Tool That Runs 36% of AI Cloud Environments. Here's What Happened.
A cascading supply chain attack compromised LiteLLM, the open-source AI gateway used by Stripe, Netflix, and thousands of startups, stealing credentials from every affected machine.
Shaw Beckett·
Business
Cisco Beat Earnings and the Stock Tanked Anyway. Blame AI's Memory Problem.
Strong revenue, solid networking growth, and a new AI chip couldn't save Cisco from the one number Wall Street cared about: margins.
Shaw Beckett·
Technology
Meta's Nuclear Power Play: 6.6 Gigawatts to Feed the AI Beast
Meta just signed deals with three nuclear energy companies to power its Prometheus AI supercluster. The numbers are staggering.
Shaw Beckett·
Business
SoftBank's $4 Billion DigitalBridge Bet: Building the Backbone for AI
Masayoshi Son's latest acquisition targets the physical infrastructure AI needs to scale, not the models themselves.
Shaw Beckett·
Technology
IBM Just Made Its Biggest Bet Since Red Hat With $11B Confluent Deal
IBM's acquisition of Confluent signals that the race to own AI's data layer is heating up fast.
Shaw Beckett·