Micron's $9.6 Billion Bet: Building the Future of AI Memory in Japan
Micron Technology announces a massive $9.6 billion investment to build a new AI memory chip plant in Hiroshima, Japan. Here's why this matters for the global tech economy.
Markets & Money
Tech company earnings, market reactions, valuations, macro trends, and financial analysis.
Follow the Money: The Clean Energy Investment Boom of 2025
While tech stocks wobble, smart money is flooding into the grid. Here is why 'boring' infrastructure is the hottest trade of the decade.
The Tech Titan Correction: Is the AI Bubble Bursting?
November 2025 saw a massive sell-off in tech stocks. Investors are finally asking the $1 Trillion question: Where is the ROI?
Tech Stocks Rally on AI Optimism Despite Bubble Concerns
Tech stocks rebounded in November 2025 as Alphabet's Gemini 3 launch fueled AI optimism, though concerns about an AI bubble persist following mixed reactions to Nvidia's strong earnings.
Why Tech Stocks Plunged This Week Despite Nvidia's Strong Earnings
Tech stocks tumbled this week even as Nvidia crushed earnings expectations with $57B revenue, signaling investors are questioning whether AI valuations have run too far.
Nvidia Earnings Beat Expectations as AI Bubble Fears Mount
Nvidia reported Q3 revenue of $57 billion and profit of $31.9 billion, beating expectations—but concerns about an AI bubble are growing despite the strong numbers.