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If Big Tech scales back its spending, it would have a cascading impact on semiconductor stocks as well as the global tech trade.

U.S. futures declined amid rising oil prices as the conflict in the Middle East intensifies ahead of the peak earnings season.

The Philadelphia Semiconductor Index jumped over 5%, its best single-day gain in a month, as bargain buyers piled onto semiconductor stocks.

Google’s Gemini 3.5 Flash Cyber is a specialized cybersecurity model that will be available through CodeMender in a limited-access pilot, positioning it to compete with Anthropic's Claude Mythos.

Nvidia Vera's custom Olympus cores were designed to maximize single-thread performance for the branch-heavy, latency-sensitive workloads common in agentic AI.

During an interview with Fox Business, Bessent said that the U.S. government is finding the watermarks of large language models built in the United States on many AI models coming out of China.

According to TheFly, Jefferies downgraded Datadog to ‘Hold’ from ‘Buy’ while raising its price target to $280 from $210.

According to TheFly, Wells Fargo’s Ben Gawrelski hiked the price target for Alphabet to $438 from $416, Amazon to $322 from $312, and Meta to $835 from $767.

According to a Stocktwits poll featuring 3,800 respondents, Oracle and Iren were favored over Hut 8 and Bloom Energy stocks.