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·
Memory Chips
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·
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·