Google’s AI Budget Could Explode Even Higher as It Runs Out of Capacity

Quick Read Sundar Pichai confirmed Google Cloud revenue fell short of its potential because capacity constraints prevented the company from serving all waiting customers. Google Cloud’s $462 billion backlog, which…

NVIDIA Is Stalled at $200. Is the Next Move a Breakout or a Breakdown?

Quick Read NVDA dropped 4% to approximately $200 as a Korea-led chip selloff pushed the KOSPI down 10%, dragging U.S. semiconductors lower with it. Jensen Huang guided Q2 revenue to…

SanDisk Plunges 11%, Micron and Western Digital Slide 10% as Korean Market Crash Hits Memory Chips

Quick Read SanDisk (SNDK) plunged 11% while Western Digital (WDC) and Micron (MU) dropped 10% Tuesday morning, reversing off record highs after surging in 2026. The Roundhill Memory ETF (DRAM)…