Oracle’s spending spree rattles investors
Rising bill for AI data centres spooks market
Oracle opened its books with a thud as the cocaine nose jobs of Wall Street fretted about the size of its cheques for AI-driven data centre expansion.
Samsung’s Exynos 2600 looks boxed into Korea
Yield snags and Qualcomm deals keep the chip from travelling far
Samsung is still wrestling with ropey yields on its next-generation Exynos 2600, which means the silicon may only appear in South Korea and only in the non-Ultra Galaxy S26 models.
Wall Street worried about Oracle debt
Credit traders see a messy year looming
Oracle’s debt started flashing warning lights in November as its risk gauge climbed to a three-year high, Bloomberg reported, prompting traders to mutter that something unpleasant is brewing.
Tech company shares hammered
Wall Street still fears a bubble
The cocaine-nose jobs of Wall Street are not buying Nvidia's stellar results, and still fear that all that investment in AI is a bubble.
Intel and AMD jack up CPU prices
Blame AI
Reports from China suggest that Troubled Chipzilla and AMD have hiked CPU prices across multiple product lines this month, catching retailers and distributors flat-footed.
AI stocks take a kicking
Tech investors run scared after MIT says most AI projects are useless
Tech investors got spooked on Tuesday after the Massachusetts Institute of Technology suggested most AI projects were about as useful as a chocolate teapot.
Foxconn surprises Wall Street
iPhone assembly into second place
Hon Hai, better known as Foxconn, did much better than expectations with its second quarter numbers.
Apple faces earnings test as Wall Street eyes cracks in empire
Flat iPhone sales, legal threats to App Store and Google deal unsettle investors
The Fruity Cargo Cult Apple is about to unveil its latest earnings report, and the cocaine nose jobs of Wall Street are getting twitchy. Despite a stock price that’s multiplied ninefold since 2015, Apple hasn’t sold more iPhones in 2024 than it did a decade ago.
Nvidia has only won a brief reprieve in the US–China chip war
China troubles are not over
Nvidia's joy after the Trump administration loosened export restrictions, allowing the AI chip giant to sell its H20 processors in China, might be short lived, according to the Wall Street Journal.
Apple told to pull finger on AI
Investors want big deals as Apple's technology rubbish
The Fruity Cargo Cult Apple is being pushed by jittery investors to rip up its usual playbook and get serious about artificial intelligence after a disastrous year for its share price.