Tech Stocks Radar

Alibaba Cloud is pairing custom silicon, next-gen models and agent tools with a major international capacity push.

• Chips & models: Zhenwu V900 AI...

Amid dozens of open-market sales by Big Tech executives—including large dispositions at Meta, Nvidia, AMD and Apple—one notable purchase signals...

The $300 million Nvidia server-smuggling case reveals persistent holes in US AI-chip restrictions through third-country routing and weak...

Micron delivered a decisive earnings beat with $33.42 adjusted EPS and $54.23B revenue, plus upbeat guidance, yet shares stayed flat then fell ~2%.

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The billion-dollar multi-year pact gives Amazon deeper access to Synopsys IP and EDA tools for custom AI chips.

• Amazon expands use of Synopsys...

Nvidia authorized a $150 billion buyback expansion while targeting $500 billion to finance AI infrastructure.

• AMD struck an $8.2 billion stock deal...

The package correctly targets Europe's chip supply-chain leverage and private compute investment rather than chasing global production shares. Yet...

• Alarm.com grew revenue 9.2% to $277.7M, beating estimates by 4.9% while raising full-year EBITDA guidance the most in the group
• It posted the...

• Investors requested 39% of shares from Blue Owl's $5B OTIC tech lending fund, nearly flat from 38.1% last quarter, with $446M paid out over six...

Samsung is on track to clear 100 trillion won in Q3 operating profit, with consensus at 106.94 trillion won. Yet analysts cut forecasts after lowering...

Oracle’s integration lets banks run tokenized deposits on Hyperledger Besu alongside Swift commitment contracts and ISO 20022 processing, preserving...

Can CBAK Energy's framework with the unnamed European customer deliver over US$30 million in annual sales for 2027 and 2028?

• Commitments: Framework...

Prosecutors allege a California man routed $300 million of Nvidia chips to China through shell companies and foreign shippers, violating export...

Heavy investor searches for Coinbase do not signal improving fundamentals, as the stock lags the market with a Zacks Rank #3 (Hold) rating. Recent...

Henkel's battery conductive coatings improve electrode adhesion and conductivity while supporting both wet-slurry and emerging dry-electrode...

Does Cloudflare's accelerating growth and AI positioning support the 15% post-earnings surge?

• Revenue acceleration: Q2 revenue hit $696.1 million,...

Nvidia's record $150B buyback authorization—the largest in U.S. history—pushed shares up 1.68% to $228.86 and could support a run toward $300–$320 if...

New investments signal Vietnam is shifting beyond basic assembly toward higher-value semiconductor packaging and testing for AI servers.

• Samsung...

Nvidia's AI chips keep reaching China despite U.S. curbs, with officials questioning why red flags were missed. This highlights compliance risks that could affect future controls and the company's China business.

AI accelerators and high-performance GPUs are pushing thermal demands, with silicon devices exceeding 200W per chip and triggering 7-10% growth in IC...