#us-hardware-sales
#us-hardware-sales

1 hour ago

Artificial intelligence

The Silicon Showdown: Can Nvidia Defend Its Moat Against Google's TPUs?

Silicon Valley

Nvidia Chips Are Getting Stolen

Tech industry

Nvidia Just Posted Its Longest Winning Streak Since 2023. Is This Time for Real?

NVIDIA Chips are Going to Space. Could the Stock Be Next?

Nvidia is developing space-based data centers, leveraging orbital computing for AI and 5G connectivity as the corporate space race intensifies.

Nvidia vs. AMD: Which Stock Will Outperform The Market In 2026

Nvidia and AMD show strong earnings but follow different strategies in AI infrastructure and server markets.

Can NVIDIA Stock Really Reach $360? Or is That an Analyst Pipe-Dream?

Nvidia's stock faces strong resistance, but analysts remain bullish amid strong earnings and attractive valuations.

1 hour ago

The Silicon Showdown: Can Nvidia Defend Its Moat Against Google's TPUs?

Nvidia leads the AI chip market but faces competition from Alphabet and others investing heavily in AI technology.

Silicon Valley

Nvidia Chips Are Getting Stolen

Nvidia faces significant chip smuggling issues, particularly involving Chinese companies, prompting actions from Bain Capital to address the situation.

Nvidia Just Posted Its Longest Winning Streak Since 2023. Is This Time for Real?

Nvidia's stock has risen 14% over eight consecutive sessions, driven by strong demand for AI chips and record revenue from Taiwan Semiconductor.

NVIDIA Chips are Going to Space. Could the Stock Be Next?

Nvidia is developing space-based data centers, leveraging orbital computing for AI and 5G connectivity as the corporate space race intensifies.

Nvidia vs. AMD: Which Stock Will Outperform The Market In 2026

Nvidia and AMD show strong earnings but follow different strategies in AI infrastructure and server markets.

Can NVIDIA Stock Really Reach $360? Or is That an Analyst Pipe-Dream?

Nvidia's stock faces strong resistance, but analysts remain bullish amid strong earnings and attractive valuations.

PC sales rise in Q1 despite memory shortage - IDC

PC sales increased by 2.5% in Q1 2026, driven by preemptive purchases ahead of expected price hikes.

4 hours ago

Even Nvidia Has Been Losing to This Unknown Chip Stock With 300% Upside

ACMR stock has outperformed NVDA and has significant upside potential due to its unique market position and valuation disconnect.

fromHarvard Business Review

6 hours ago

Huawei beats Apple and Samsung with new wide foldable

Huawei's Pura X Max foldable phone will launch in China, ahead of Apple and Samsung's anticipated models.

Digital life

2 hours ago

How AI Is Threatening Platforms' Revenue Streams

Online activity and centralized digital services have created a platform-dependent society, influencing markets, labor, and consumer behavior.

fromwww.theguardian.com

12 hours ago

Metas AI glasses and the dawn of wearable tech - podcast

Meta's AI-powered glasses are designed to enhance personal presence, allowing users to engage more fully with their surroundings while offering features that could assist those with vision impairments or hearing loss.

Wearables

Growth hacking

Commercialization Isn't the Same as Sales Growth - Here's How

Sales are a function, while commercialization is a system of decisions that defines sustainable business growth.

Startup companies

fromFortune

21 hours ago

Intuit was an AI pioneer. Why its stock became a SaaSpocalypse casualty | Fortune

Being an early adopter of AI does not guarantee protection against market panic, as shown by Intuit's stock performance during the SaaSpocalypse.

Video games

fromWGB

Microsoft Might Be Considering Removing Call Of Duty From Game Pass

Microsoft may remove Call of Duty from Game Pass due to its impact on revenue and traditional sales.

World politics

Iran war piles more pain on already battered PC market

America's conflict with Iran is increasing pressure on computing markets, leading to higher prices and declining PC shipments throughout the year.

Gadgets

fromGameSpot

Get An ROG Xbox Ally For Only $500 Before The Inevitable Price Increase Arrives

The Asus ROG Xbox Ally is now priced at $500, offering a portable gaming PC experience with Windows 11 compatibility and a wide game selection.

Cars

frominsideevs.com

Tesla's U.S. Sales Tanked In Q1. It Still Gained Market Share

Tesla's U.S. sales fell over 8% in Q1 2026, but it gained market share as the overall EV market contracted sharply.

Marketing tech

Pinterest Short Interest Surges Ahead of Earnings: Is a Squeeze Coming?

Short interest in Pinterest has increased significantly, with ongoing legal challenges and a potential bullish investment counterweight ahead of earnings.

Business intelligence

Apple worst, Asus best for laptop repairability

Enterprises are increasingly adopting PC as a Service (PCaaS) with a focus on sustainability and complete lifecycle management of IT products.

fromTechzine Global

4 hours ago

TSMC on course for fourth consecutive record quarter

TSMC is expected to report a record €14.6 billion profit for Q1 2026, driven by strong demand for 3-nanometer chips.

fromwww.mediaite.com

2 hours ago

Not What We Want to Hear': Fox Host Alarmed by News China Is Neck and Neck' With US in Key Tech Race

China has actually closed the model performance gap, and that means that the quality of the models coming from China are becoming at a neck and neck pace with the United States.

Artificial intelligence

#apple

fromTNW | Apple

19 hours ago

Apple

Mac mini and Mac Studio go out of stock - is it the RAM crisis or an M5 refresh?

Apple

Apple unveiled a new high-end market opportunity this week

fromFast Company

Apple

Apple is closing stores in 3 states, joins list of retailers to shutter locations in challenging environment for malls

Delays or Not, Apple's Next Innovations Will Be Worth the Wait for Investors

Apple's stock fluctuates due to potential delays in the launch of its first foldable iPhone, amid conflicting reports about its release schedule.

Apple Is Launching an 'Ultra' Line of Products With New Capabilities - and Much Higher Price Tags

Apple is launching an 'Ultra' product line with higher-priced items, including a foldable iPhone and OLED MacBook, while maintaining its budget offerings.

Apple to use foldable panels made by Samsung Display

Apple will exclusively source foldable screens from Samsung Display for its upcoming iPhone Fold.

fromTNW | Apple

19 hours ago

Mac mini and Mac Studio go out of stock - is it the RAM crisis or an M5 refresh?

High-RAM Mac mini and Mac Studio models are currently unavailable due to a global DRAM shortage and potential inventory clearance for upcoming models.

Apple unveiled a new high-end market opportunity this week

Apple's technology reduces costs and enhances access to medical imaging tools, integrating AI capabilities for improved efficiency and accuracy.

fromFast Company

Apple is closing stores in 3 states, joins list of retailers to shutter locations in challenging environment for malls

Apple is closing three retail stores in the U.S. this summer due to declining foot traffic and the shopping centers they are located in.

Delays or Not, Apple's Next Innovations Will Be Worth the Wait for Investors

Apple's stock fluctuates due to potential delays in the launch of its first foldable iPhone, amid conflicting reports about its release schedule.

Apple Is Launching an 'Ultra' Line of Products With New Capabilities - and Much Higher Price Tags

Apple is launching an 'Ultra' product line with higher-priced items, including a foldable iPhone and OLED MacBook, while maintaining its budget offerings.

Apple to use foldable panels made by Samsung Display

Apple will exclusively source foldable screens from Samsung Display for its upcoming iPhone Fold.

Mobile UX

Samsung Galaxy Z Fold7 now costs more in the US

Mobile UX

Deals: Galaxy A57 and A37 get price cuts, Poco X8 Pro lineup and OnePlus 15 discounted

Deals: Galaxy S26 series, Galaxy Z Flip7 discounted, Pixels get price cuts

Samsung's Galaxy S26 lineup and other devices are available at significant discounts, making them attractive options for buyers.

Mobile UX

Samsung is boosting Galaxy S26 and Galaxy S26 Ultra production

Mobile UX

Samsung Galaxy Z Fold7 now costs more in the US

Mobile UX

Deals: Galaxy A57 and A37 get price cuts, Poco X8 Pro lineup and OnePlus 15 discounted

Deals: Galaxy S26 series, Galaxy Z Flip7 discounted, Pixels get price cuts

Samsung's Galaxy S26 lineup and other devices are available at significant discounts, making them attractive options for buyers.

Mobile UX

Samsung is boosting Galaxy S26 and Galaxy S26 Ultra production

Venture

Nebius Picking Up Where Nvidia Left Off? Acquisition Rumor Sparks New Stock Surge

Are Intel Investors Tired of Winning Yet? Chipmaker Bags Another Big Score

Intel and Google collaborate on Xeon processors to enhance AI infrastructure and efficiency.

What the Nvidia-Huawei Rivalry Means for AI

AI infrastructure vendor choice shapes risk, cost, and market access, with availability becoming more crucial than performance in scaling AI.

Tech industry

Bloomberg: Broadcom's Google deal proves AI infrastructure demand competing with Nvidia

The Broadcom-Google deal signifies a major shift in AI infrastructure competition, enhancing revenue visibility and growth potential for both companies.

Nebius Picking Up Where Nvidia Left Off? Acquisition Rumor Sparks New Stock Surge

AI infrastructure deals are accelerating as costs rise, with Nebius Group potentially acquiring AI21 Labs to enhance its AI capabilities.

Are Intel Investors Tired of Winning Yet? Chipmaker Bags Another Big Score

Intel and Google collaborate on Xeon processors to enhance AI infrastructure and efficiency.

What the Nvidia-Huawei Rivalry Means for AI

AI infrastructure vendor choice shapes risk, cost, and market access, with availability becoming more crucial than performance in scaling AI.

Bloomberg: Broadcom's Google deal proves AI infrastructure demand competing with Nvidia

The Broadcom-Google deal signifies a major shift in AI infrastructure competition, enhancing revenue visibility and growth potential for both companies.

more#ai-infrastructure

Video games

fromBusiness Matters

How the Gaming Market Continues to Expand

The gaming market is evolving into a mainstream, influential entertainment industry, driven by mobile gaming and diverse player demographics.

Cars

frominsideevs.com

Car Buyers Don't Like Subscriptions. Car Companies Are Pushing Them For Driver-Assistance Tech Anyway.

Automakers are increasingly offering partial automation features through subscription models, despite consumer fatigue with ongoing payments.

Gadgets

fromMetro Silicon Valley | Silicon Valley's Leading Weekly

The AI RAM shortage is also driving up SSD prices

Consumer SSD prices have surged dramatically, with some models increasing by over 300% since late 2025 due to high demand and limited supply.

Silicon Valley

Motherboards in San Jose | Metro Silicon Valley | Silicon Valley's Leading Weekly

SJMA's exhibition highlights women's contributions to Silicon Valley's tech history through various artistic installations.

32 minutes ago

The Reason Why I'm Not Buying Micron Stock at Over $420

Micron's stock has rebounded significantly, driven by the ongoing memory supercycle and strong demand for high-performance memory.

#ai

Artificial intelligence

Anthropic's Just Triggered Another SaaS Sell-Off: Are Software Stocks Uninvestable?

Anthropic's Claude Managed Agents threaten SaaS stocks, causing significant market losses and raising concerns about the future of the sector.

Forget Nvidia: This Stock Will Be More Valuable in Less Than 1 Year

Alphabet's AI integration into cloud services is set to outperform Nvidia in long-term stock value.

Anthropic's Just Triggered Another SaaS Sell-Off: Are Software Stocks Uninvestable?

Anthropic's Claude Managed Agents threaten SaaS stocks, causing significant market losses and raising concerns about the future of the sector.

Forget Nvidia: This Stock Will Be More Valuable in Less Than 1 Year

Alphabet's AI integration into cloud services is set to outperform Nvidia in long-term stock value.

Asus Zenbook A16 Review: Start Considering Snapdragon on PC, for Real

Asus Zenbook A16 offers a lightweight design and strong performance at a competitive price, but faces compatibility issues with its ARM-based chip.

16 minutes ago

Peloton Can't Ever Recover

Peloton's stock traded at a magical $125 in mid-2021, when people were trapped in their homes and wanted the exercise experience they had in the gym. By October 2022, the stock dropped to $7. It was down to $4 shortly after that, and has not improved by much more than a dime.

Business

fromwww.businessinsider.com

Microsoft exec suggests AI agents will need to buy software licenses, just like employees

AI agents may require their own identities and licenses, potentially expanding software revenue despite concerns about reduced human interaction.

34 minutes ago

Palantir Rises as Trump Endorsement and Military AI Contracts Give the Bulls Ammunition

Palantir Technologies stock rose 3% due to a Trump endorsement and focus on its role in U.S. military AI and defense contracts.

AMD Gains 4%, Broadcom Climbs 5%: The AI Chip Rally Has Two Very Different Winners Today

The AI chip market is diverse, benefiting different companies like AMD and Broadcom with distinct business models.

fromTNW | Anthropic

Artificial intelligence

Anthropic is exploring building its own AI chips

AMD Gains 4%, Broadcom Climbs 5%: The AI Chip Rally Has Two Very Different Winners Today

The AI chip market is diverse, benefiting different companies like AMD and Broadcom with distinct business models.

fromTNW | Anthropic

Anthropic is exploring building its own AI chips

Anthropic is exploring designing its own AI chips but may continue purchasing from third parties instead.

Lenovo Legion Go 2 suddenly costs $650 more as RAMageddon lays waste to gaming hardware

Lenovo's Legion Go 2 prices have surged to $1,499 and $1,999, reflecting significant price increases in gaming handhelds over recent months.

3 hours ago

Here Are Monday's Top Wall Street Analyst Research Calls: Adobe, Best Buy, Bilibili, Constellation Brands, CoreWeave, Nike, Starbucks, T-Mobile, and More

Futures are lower after failed Iran negotiations and U.S. plans to block the Strait of Hormuz, as earnings season begins.

Super Micro Surges 8% as 123% Revenue Growth and Gold Series Launch Drown Out the Legal Noise

Super Micro Computer shares rose 8% due to strong revenue growth and a new product launch, despite previous legal challenges.

fromComputerWeekly.com

Physical AI device shipments to reach 145 million units by 2035 | Computer Weekly

Physical AI is rapidly evolving, enabling machines to autonomously interact with the real world, with significant growth predicted in device shipments.

fromArs Technica

Motorola suddenly raises budget phone prices up to 50%-you can probably thank AI

Motorola has enacted price increases of up to 50 percent on the rest of its 2026 Moto G lineup, indicating a shift in pricing strategy for budget smartphones.

Mobile UX

This Semiconductor Stock Is All You Need To Be Buying

Taiwan Semiconductor is a crucial stock for portfolios, outperforming competitors and holding significant market share in chip manufacturing.

6 days ago

Apple's Mac grabs 11% of US enterprise market share

The MacBook Air maintained its place on the throne as 'Most Popular Notebook,' with Apple boosting memory to 16GB while pruning $100 off the cost.

Apple

#alphabet

Business

Analysts Love Alphabet Stock -- They Just Can't Agree On a Direction

fromThe Motley Fool

Business

Alphabet vs. Microsoft: A Comparison of Recent Revenue Trends | The Motley Fool

Analysts Love Alphabet Stock -- They Just Can't Agree On a Direction

Alphabet's price targets from Wall Street firms diverge, with Wolfe Research lowering to $360 and Mizuho raising to $420, both maintaining bullish ratings.

fromThe Motley Fool

Alphabet vs. Microsoft: A Comparison of Recent Revenue Trends | The Motley Fool

Alphabet and Microsoft show strong revenue growth, with Alphabet's cloud revenue increasing by 48% compared to Microsoft's 26%.

more#alphabet

fromKotaku

PC Gaming RAM Got Cheaper For The First Time In Months

After Google released its TurboQuant compression algorithm, which can purportedly drastically reduce the amount of memory required for certain AI workflows, stock prices for memory manufacturers dropped significantly.

Gadgets

#broadcom

Tech industry

Broadcom vs. Qualcomm: Buy One, Avoid the Other

Broadcom Surges 6% as AI Deals With Google and Anthropic Supercharge Revenue Visibility

Broadcom shares rose 6% after announcing long-term AI supply agreements with Google and Anthropic, despite broader tech sector declines.

Business

Broadcom Cut to Neutral at Seaport: Has the AI Chip Party Finally Gone Too Far?

Broadcom vs. Qualcomm: Buy One, Avoid the Other

Broadcom's AI-driven growth contrasts with Qualcomm's slower transition from handset reliance amid market challenges.

Broadcom Surges 6% as AI Deals With Google and Anthropic Supercharge Revenue Visibility

Broadcom shares rose 6% after announcing long-term AI supply agreements with Google and Anthropic, despite broader tech sector declines.

Broadcom Cut to Neutral at Seaport: Has the AI Chip Party Finally Gone Too Far?

Broadcom's stock was downgraded to Neutral due to valuation concerns after a significant AI-driven rally.

Think It's Too Late to Buy Micron? Here's the Case for Getting In Now

Micron Technology's stock has risen significantly, with strong fundamentals and growth potential, but risks must be carefully considered before investing.

6 days ago

Micron Jumps 4%, SanDisk Gains 3% as AI Tailwinds Drive Memory Sector Higher

Micron and SanDisk stocks rise due to increased AI infrastructure spending driving demand for memory chips.

Think It's Too Late to Buy Micron? Here's the Case for Getting In Now

Micron Technology's stock has risen significantly, with strong fundamentals and growth potential, but risks must be carefully considered before investing.

6 days ago

Micron Jumps 4%, SanDisk Gains 3% as AI Tailwinds Drive Memory Sector Higher

Micron and SanDisk stocks rise due to increased AI infrastructure spending driving demand for memory chips.

more#micron-technology

fromTechCrunch

Amazon CEO takes aim at Nvidia, Intel, Starlink, more in annual shareholder letter | TechCrunch

Amazon's CEO Andy Jassy emphasizes the success of Trainium and Graviton chips while subtly challenging competitors like Nvidia and Intel.

Analyst's $1,250 Call Makes Sandisk the AI Boom's Pure-Play NAND Winner

NAND flash prices are rising, boosting Sandisk's stock to new highs and prompting analysts to raise price targets significantly.

Here Are Friday's Top Wall Street Analyst Research Calls: Autodesk, Delek US Holdings, Insmed, Nike, Nutanix, ServiceNow, Shake Shack, Southern Copper, Veeva Systems, and More

Futures trading mixed as stocks gained momentum, with major indices closing higher despite ongoing volatility and uncertainty in global markets.

fromKotaku

Dell Says AI Demand For RAM Will Increase Dramatically In Future

The demand for RAM is predicted to increase significantly due to AI and datacenter needs, potentially worsening the ongoing RAM crisis.

Intel Stock Is Up 225% in a Year but Wall Street Still Isn't Buying It

Intel's stock has surged 225.2% in a year, but current valuation and financials raise concerns about sustainability.

Intel Jumps 8%: The TeraFab Excitement Is Real, but Is the Valuation Stretched?

Intel stock surges 8% due to TeraFab partnership, raising questions about valuation versus fundamentals.

Intel Jumps 8%, AMD Rises 3%: A $14.2 Billion Fab Deal and AI Momentum Lift the Chip Sector

Intel and AMD stocks rise due to company-specific optimism, driven by Intel's $14.2 billion fab deal and AI-related CPU price hikes.

Intel Climbs 4% as AI Hardware Momentum and Fab Buyback Make the Bull Case Hard to Dismiss

Intel's stock rises due to a significant buyback and growth in AI hardware, reflecting strong financial health and operational autonomy.

Intel Rallies 8% on New Chip Launch and Rising CPU Prices: Is the Turnaround Real?

Intel's stock surged 8% due to the launch of Core Ultra Series 3 chips and CPU price increases.

Intel Stock Is Up 225% in a Year but Wall Street Still Isn't Buying It

Intel's stock has surged 225.2% in a year, but current valuation and financials raise concerns about sustainability.

Intel Jumps 8%: The TeraFab Excitement Is Real, but Is the Valuation Stretched?

Intel stock surges 8% due to TeraFab partnership, raising questions about valuation versus fundamentals.

Intel Jumps 8%, AMD Rises 3%: A $14.2 Billion Fab Deal and AI Momentum Lift the Chip Sector

Intel and AMD stocks rise due to company-specific optimism, driven by Intel's $14.2 billion fab deal and AI-related CPU price hikes.

Intel Climbs 4% as AI Hardware Momentum and Fab Buyback Make the Bull Case Hard to Dismiss

Intel's stock rises due to a significant buyback and growth in AI hardware, reflecting strong financial health and operational autonomy.

Intel Rallies 8% on New Chip Launch and Rising CPU Prices: Is the Turnaround Real?

Intel's stock surged 8% due to the launch of Core Ultra Series 3 chips and CPU price increases.

After Fabrinet's Massive Run, Is the Opportunity Already Gone?

Fabrinet's stock has risen significantly, and strong revenue growth suggests potential for continued investment.

SanDisk Pops 4% as AI Demand and NAND Price Tailwinds Keep the Memory Chip Sector Hot

SanDisk shares surged 4% following a 9.86% gain, driven by AI demand for NAND flash storage.

fromFast Company

BlackBerry stock is rising today, but this time it's not a meme thing

"We are no longer a company in transition. We are a growth company with a proven track record of execution, and we are well positioned for the path ahead."

Business

US PC shipments to fall 13% as memory costs surge

US PC shipments are projected to decline by 13% this year due to a memory and storage crisis, impacting budget PCs the most.

Tech industry

Memory shortage threat helps trigger PC buying spree

US PC shipments to fall 13% as memory costs surge

US PC shipments are projected to decline by 13% this year due to a memory and storage crisis, impacting budget PCs the most.

Tech industry

Memory shortage threat helps trigger PC buying spree

more#pc-shipments

Business intelligence

1 month ago

Memory shortage batters PC market; double-digit sales drop coming, say analysts

Enterprise buyers face volatile pricing with short-term vendor quotes, budget constraints delaying PC purchases, and slower AI PC adoption with reduced memory specifications.

RAMageddon Arrives: AI's Endless Appetite Just Killed the PC Comeback

The global PC market is recovering, but rising CPU prices and AI demand are creating a supply squeeze, impacting consumer and commercial PC orders.

Tech industry

PC shipments just grew unexpectedly amid RAM shortages

RAMageddon Arrives: AI's Endless Appetite Just Killed the PC Comeback

The global PC market is recovering, but rising CPU prices and AI demand are creating a supply squeeze, impacting consumer and commercial PC orders.

Tech industry

PC shipments just grew unexpectedly amid RAM shortages

IDC lowers its PC sales forecast again - and significantly

IDC lowered its 2026 PC market forecast to an 11.3% decline due to memory shortages, rising component prices, and supply chain disruptions expected to persist into 2027.

1 month ago

Memory price explosion triggers PC buying spree

Rising DRAM and NAND prices are prompting corporate buyers to accelerate PC purchases, boosting vendor revenues while potentially constraining unit demand later in 2026.