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The tech companies, chips and platforms moving indexes and reshaping the economy.

Micron and Qualcomm Forecasts Rekindle AI Chip Rally Across Asian Markets
Tech

Micron and Qualcomm Forecasts Rekindle AI Chip Rally Across Asian Markets

Asian stocks surged after Micron and Qualcomm issued upbeat forecasts, signaling sustained AI-driven chip demand. Japan's Nikkei rose over 2

Eleanor Whitfield ·
Qualcomm Targets $40B in Non-Handset Revenue by 2029, Eyes Data Center Growth
Tech

Qualcomm Targets $40B in Non-Handset Revenue by 2029, Eyes Data Center Growth

Qualcomm outlined plans to diversify beyond smartphones, targeting $40 billion in non-handset revenue by fiscal 2029. New data center deals

Marcus Devlin ·
Micron's $22 Billion in AI Memory Deposits Signal a Shift to Contracted Revenue
Tech

Micron's $22 Billion in AI Memory Deposits Signal a Shift to Contracted Revenue

Micron says customers have put $22 billion down to secure future memory-chip supply, using take-or-pay contracts and pricing floors. The dea

Eleanor Whitfield ·
Qualcomm Targets Nvidia's Turf With Cheaper AI Chip Strategy, Wins Microsoft and Meta
Tech

Qualcomm Targets Nvidia's Turf With Cheaper AI Chip Strategy, Wins Microsoft and Meta

Qualcomm is taking on Nvidia in AI data centers, winning Microsoft and Meta as customers for its new chips that use cheaper memory. The move

Marcus Devlin ·
Chinese AI Firm Zhipu Plans Massive Share Sale After Rally Pushes Valuation Past $120 Billion
Tech

Chinese AI Firm Zhipu Plans Massive Share Sale After Rally Pushes Valuation Past $120 Billion

Zhipu, one of China's top AI firms, is planning a major share sale after its valuation topped $120 billion. But a lockup expiry on July 8 co

Marcus Devlin ·