Sandisk is falling after earnings. Here’s what Wall Street says.
Sandisk stock slumped 9% in premarket trade on Thursday after the maker of NAND flash chips issued guidance that disappointed investors. Here’s what analysts…
Block slashed 40% of its workforce for AI — and its earnings suggest that’s paying off
“We can ship higherquality products much, much more quickly,” an executive said in the wake of the company’s betterthanexpected earnings report…
Senator Warren questions US AI chip policy after Trump crypto investment: Report
The lawmaker reportedly sent a letter to the Commerce Secretary demanding answers about the administration’s treatment of the UAE following investments in the…
Nvidia’s stock is basking in the glow of a high-profile endorsement
SpaceX CEO Elon Musk said his company will only use Nvidia’s chips to build its AI. Source：MarketWatch
Elon Musk addresses memory-chip stock concerns with one simple observation
Elon Musk’s remarks during the SpaceX earnings call may alleviate some of the concerns about the sustainability of AI capex and the distant threat of…
Chipotle pulls jalapenos from some locations after salmonella investigation. Here’s what to know.
While Chipotle’s stock slid on Tuesday, it said health investigators had “no ongoing concerns” with the chain after it removed the jalapenos. Source：MarketWatch
BNY to offer institutional crypto staking through Galaxy partnership
The custody giant is expanding beyond safekeeping by adding staking services, allowing eligible institutional clients to earn yield on proofofstake assets.…
Oil prices rise after vessel reports being hit in Strait of Hormuz
The United Kingdom Maritime Trade Operations Center said a ship reported being struck by an “unknown projectile” in the waterway. Source：MarketWatch
一层“布”涨价270%之后，投资机构用数亿元投票玻璃基板，巽霖科技完成近2亿元B轮融资
【导语】当前，电子级玻纤布价格较2025年低点翻倍、FR4覆铜板涨幅超270%，AI封装载板部分交期拉长至6个月以上，有机基板供给危机持续加深。在此背景下，…
硬氪首发 | 硅光资深团队获数千万天使轮融资，瞄准CPO/OIO下一代光互连解决方案
硬氪获悉，光芯片企业量引科技近期完成天使轮数千万元融资，由珠海科技产业集团领投，珠海正方集团、险峰跟投。此次融资将用来扩充团队、迭代流片和补充设备。 量引科技成立于2024年，聚焦光子集成电路领域，致力于硅光子传输芯片(PIC)，Optical IO(OIO)及共封装光学(CPO)的研发及应用。 图源企业…
The equal-weighted S&P 500 just smoked the Nasdaq-100 in July — outperforming amid the violent chip-stock unwind
Tech stocks struggled in July. Will the volatility around the AI trade continue in August? Source：MarketWatch
Did China build a top-tier AI model by itself? A new report suggests Nvidia chips played a role.
Alibaba has an agreement for Moonshot to use its Nvidia H200s, according to Bloomberg — but the Chinese tech giant pushed back against the report.…