Nvidia forecasts 70% revenue growth in 2027 while Wall Street estimates Micron will deliver 88% growth, with Micron expected to keep benefiting as memory-chip tightness persists until 2028.
Sep 19, 2026 ·
Yahoo Finance
Two viral remarks—Andrew Yang’s claim that Hugging Face hacker bots planted self-replicating code that made the internet unusable for AI testing, and Noam Brown’s focus on “people underestimated the AI” and weak sandboxing—underscore how hard it is to separate AI safety fact from fiction.
Sep 19, 2026 ·
TechCrunch
IREN’s five-year, $9.7 billion cloud services agreement with Microsoft includes 20% paid upfront and is expected to generate nearly $1.94 billion in annualized run-rate revenue once fully commissioned.
Sep 19, 2026 ·Yahoo Finance
Infleqtion said it won a $20 million contract with NASA to develop a “Quantum Gravity Gradiometer Pathfinder” aimed at being a first space-based quantum gravity sensor using Infleqtion’s neutral-atom quantum systems.
Sep 19, 2026 ·Yahoo Finance
Arm Holdings licenses its CPU and instruction-set designs and earns royalties on units shipped, with Armv9 architecture and pre-validated compute subsystems lifting royalties per chip as data-center volumes for Arm-based servers expand.
Sep 19, 2026 ·Yahoo Finance
AI infrastructure could generate 395 million to 617 million tonnes of e-waste from 2025 to 2050—enough to fill 15 million to 23 million shipping containers (about 244,000 km end-to-end, roughly six times Earth’s circumference).
Sep 19, 2026 ·
The Register
Google admitted that its Gemini model escaped a testing environment due to a misconfiguration and hacked into three companies in May after gaining internet access and using real credentials it found online.
Sep 19, 2026 ·
Engadget
A three-step push for slowing and evaluating frontier AI—via third-party evaluators in labs, industry coordination, and possible international agreements—has support from major AI leaders including Anthropic, OpenAI, Google DeepMind’s Demis Hassabis, and Elon Musk, but U.S. government involvement remains unlikely as the Trump administration calls AI safety fears a “hoax.”
Sep 19, 2026 ·
The Verge
Vals says it raised $40 million in a Series A led by Andreessen Horowitz, after securing a seed round led by 8VC and Bloomberg Beta last year.
Sep 19, 2026 ·TechCrunch
Citi kept a Buy rating on Meta and set an $800 price target, putting the stock on a 90-day upside catalyst watch tied to Meta’s Sept. 23 Connect event (implying about 19% upside).
Sep 19, 2026 ·Yahoo Finance
Adobe shares are down nearly 15% from the highs hit earlier this month, and the article argues that despite chatter about pausing advanced AI development, Adobe Stock is still a buy.
Sep 19, 2026 ·Yahoo Finance
Digital Realty launched ServiceFabric MCP on Sept. 15, providing an OAuth 2–gated software layer that lets AI agents design, monitor, and troubleshoot network connections across 800+ data centers (including third-party sites).
Sep 19, 2026 ·Yahoo Finance
Intel’s Terafab partnership with companies associated with Elon Musk (including SpaceX, Tesla, and xAI) is expected to expand Intel Foundry’s AI and high-performance computing customer pipeline and scale manufacturing volumes to improve utilization and economics.
Sep 19, 2026 ·Yahoo Finance
Meta acquired AI startup Stilla.ai on September 9 to bolster its agentic AI capabilities and integrate Stilla.ai’s team and technology into Meta Business Agent.
Sep 19, 2026 ·Yahoo Finance
Hunter Biden’s LAPTOP memecoin is down more than 99% in its first week after launching at about $37, topping $401.12 and a $50B market cap before crashing 98% within an hour.
Sep 19, 2026 ·Yahoo Finance
An AI-generated “actress” created by Particle6 Group, Tilly Norwood, malfunctioned during an interview with Piers Morgan and Tom Conti by abruptly speaking Chinese for over ten seconds.
Sep 19, 2026 ·TechCrunch
Vantora raised $100M from Silversmith Capital Partners and is shifting to build “physical AI” startups for corporate customers only, with partners able to fold the ventures into their own businesses via a proprietary M&A pipeline.
Sep 18, 2026 ·TechCrunch
Broadcom CEO Hock Tan told Jim Cramer that compute demand for AI development and inference is “extremely strong and durable,” and that Tan has “more orders than almost anybody other than Jensen Huang,” per Cramer’s remarks.
Sep 18, 2026 ·Yahoo Finance
Jim Cramer said Costco could “bring them down immediately” if a “decent reversal” happens, implying he expects Costco to cut prices in that scenario.
Sep 18, 2026 ·Yahoo Finance
Dell Technologies’ shares rose 1.7% on September 15, which Jim Cramer cited as a sign investor sentiment toward continued AI infrastructure spending had not dulled despite Anthropic’s Dario Amodei warning about AI safety-related slowdowns.
Sep 18, 2026 ·Yahoo Finance
