Nvidia (NVDA) says its new DSX POD AI factories can be deployed in as little as 14 days, down from six months
Huang said a three-month delay could postpone $10 billion in revenue. The keynote capped a week of startup deals across Europe.
Trump to award science medals to Musk, Brin, Huang, and Su as disclosure shows trades in their companies
It's the first time Trump has presented the medal in either term. Dell and Nadella get a separate technology award.
Dell (DELL), JERA, and RHAELM plan a $15 billion-plus AI data center at a Japanese power plant
The first site would draw power directly from a JERA plant near Tokyo. JERA wants to repeat the model across Japan.
Dell's finance chief and general counsel sold $16.3 million the day before the stock hit a record
Two more Dell officers sold stock on September 17th, a day before shares hit a record high. One is the finance chief, and the filings show open-market or private sales the forms do not tie to a Rule 10b5-1 plan.
Nvidia-backed Nscale (NSCL) files for a NYSE IPO with $103.4 billion in signed contracts. Almost all of the compute behind them still has to be built and financed.
Nscale filed to list on the NYSE under ticker NSCL, reporting $103.4 billion in contract value as of Aug. 31. Anthropic and Microsoft are about 85% of it, but only about 25,000 of Nscale's 461,000 contracted GPUs were running.
Two Dell (DELL) executives file to sell $24.4 million as shares hit a record. Filings show $388.9 million sold this month.
Peter Trizzino and Richard Rothberg filed Form 144 notices on Friday covering $24.4 million of Dell stock, the morning DELL traded at its highest price ever. Separate Form 4s report $388.9 million sold on September 3, 4 and 8.
Sandisk (SNDK), Dell (DELL), Palo Alto (PANW) and Arista (ANET) join the S&P 100 as Nike exits
Four technology companies replace a sneaker maker, a toothpaste maker, a mall owner and a jet-engine supplier in the S&P 100 before the open on September 21. Sandisk reached the index ten months after joining the S&P 500.
Dell (DELL) raises its full-year outlook by $25 billion as AI server backlog nearly doubles to $95 billion
Dell booked a record $60.9 billion of AI server orders in the quarter ended July 31 and exited with a $95 billion AI backlog, up from $51.3 billion in May. Revenue rose 58% to $47.0 billion, fiscal 2027 guidance moved to $192 billion, and free cash flow fell 47% as inventory doubled.
Marvell (MRVL) fell 10.3% on margins. Now Dell (DELL), Credo (CRDO) and Broadcom (AVGO) report into the same question
Marvell fell 10.3% Friday after guiding gross margin lower on a greater custom mix. Ten of the names we track report between September 1 and 3, and Broadcom, Credo and Ciena all sell into the same build.
Rogue AI agents attacked Hugging Face. Its defenders turned to a Chinese open-weight model.
About 700 OpenAI test agents took part in an attack on Hugging Face in July, and the reports published Aug. 26 read like the case against open-weight AI. Except the frontier models Hugging Face reached for refused to help analyze the attack, and its responders ran a Chinese open-weight model instead. Washington has already picked a side.
Memory chip prices are soaring. So why are Micron (MU), SanDisk (SNDK) and SK Hynix (SKHY) falling?
Korea's chip exports nearly tripled in the first 20 days of August and its semiconductor export price index has quadrupled since 2023. Micron, SanDisk, SK Hynix, Samsung and Kioxia all peaked within one week in June and have fallen 21% to 51% since.
Druckenmiller bought $4 million of IREN. Bridgewater sold 96% of its stake the same quarter
Druckenmiller's Duquesne opened a small first-time IREN stake last quarter. We pulled every fund we track: who sold IREN, who kept it, plus the $788 million co-CEO grant and a share count that has grown 6.5x since 2022.
Bitdeer (BTDR) filed to sell up to $1 billion of stock six days after its $4.7 billion Norway lease. Its remaining cost to finish the site is $500 million.
Bitdeer registered up to $1 billion of Class A shares on Monday, six days after announcing a 16-year, $4.7 billion colocation lease at Tydal. The tenant can walk at 10 years with no fee.
Anthropic is paying $10 billion over six years for compute at a Norway data center owned by bitcoin miner Bitdeer (BTDR). The startup reselling it was founded in January.
Anthropic will pay $10 billion over six years for capacity at a hydro-powered Norway campus, Bloomberg reported. Bitdeer signed a separate 16-year, $4.7 billion lease with the seven-month-old startup running the site.
Kioxia is the memory chip maker that passed Toyota as Japan's most valuable company, then fell 66%. Here's who owns it
Kioxia is the former Toshiba Memory, and it makes NAND flash and nothing else. Toshiba still holds 15.10% and keeps selling, an SK Hynix (SKHY) vehicle holds 14%, and Sandisk (SNDK) co-owns the factories. What the company makes, who owns it, and how a US investor can reach it.
The new US import ban covers cotton, tomatoes, and the capacitor supply chain behind AI servers
DHS added 43 Chinese companies to the UFLPA Entity List on July 31, 2026. Two of them sit in the aluminum electrolytic capacitor chain, the parts that fill AI server power supplies. Nichicon and Nippon Chemi-Con had already raised prices in June, citing aluminum foil costs.
Korea's Kospi fell 10.84% and halted trading. Nvidia (NVDA) is flat and Micron (MU) is down 10% (July 28, 2026)
Korea's Kospi closed at 6,023.66 on Tuesday, down 10.84%, its fourth largest one-day fall on record, after Korea Exchange stopped all trading for 20 minutes. Samsung and SK Hynix each lost more than 13%. The US carryover went into memory and storage, with Sandisk (SNDK) down 14.52% and Micron (MU) down 9.54%, while Nvidia (NVDA) held flat and the Dow rose.
ChangXin Memory (CXMT) closed up 466% on day one and is worth as much as Intel. Its factories are sold out through 2027.
ChangXin Memory (CXMT) closed its Shanghai debut up 465.82%, passing ICBC as China's most valuable listed company and drawing level with Intel. Only 6.73% of its stock was tradable. The order book behind it is the part that matters for Micron (MU) and SK Hynix (SKHY).
Nvidia (NVDA) and 34 other companies told Washington not to restrict open-weight AI. OpenAI signed a day late. Anthropic still hasn't.
The Open Weights and American AI Leadership letter asks Washington not to restrict AI models anyone can download. It went from 25 signatures to 35. OpenAI added its name after sitting out the launch, Google's CEO backed it without signing, and Anthropic declined to comment. Update, July 27: the list has since grown to 133 names, and both Google and Amazon signed.
Jensen Huang's first-ever post on X was an open-weights AI letter. Nvidia (NVDA) and Microsoft (MSFT) both signed it, along with 23 other companies.
Jensen Huang joined X in June and stayed silent for weeks. His first post was a joint industry letter on open AI models, signed by 25 companies including Microsoft. OpenAI, Anthropic, Google and Amazon did not sign.
Jim Cramer's tech calls are still lagging the rest of his book. Intel is 1 for 5, and IBM crashed the day after his second buy call.
Jim Cramer's tech calls are still his weak spot. Intel is 1 for 5 since June, IBM is down nearly 30% since his back-to-back buy calls, and his tech picks trail the Nasdaq-100 by more than three points a call even after Tuesday's chip bounce.
Money is rotating out of semiconductor stocks and into the Mag 7 today. (July 15, 2026)
The real move Wednesday is money rotating into the Mag 7, Apple, Microsoft, Amazon and Meta are each up more than 3%. That money is coming out of semiconductor stocks, as SK Hynix's Nasdaq ADR, Micron and SanDisk all give back this week's spike.
Bitcoin miners are becoming AI landlords. Here's how far each one has actually gotten.
Eight bitcoin miners are pitching the same AI pivot, but they're nowhere near equally far along. IREN, TeraWulf and Core Scientific now earn more from AI than from mining. Hut 8, Cipher and Applied Digital have tens of billions in signed leases that haven't started billing. CleanSpark, the last to sign, now has Meta as its tenant. Updated September 20, 2026.
The AI stocks that led and lagged the first half of 2026
The first half of 2026 split the AI trade in two. Memory and chip-supply names like Micron (MU, +304%) and Intel (INTC, +278%) soared, while marquee names lagged and AI software fell, with Palantir (PLTR) down about 34%. Here is the full scoreboard and what it means.