Report: Military Preparing For Weeks-Long War Against Iran

Google Tumbles After Boosting 2026 Capex Guidance Again Update (5:00pm ET): It took just a few minutes into the call for management to get to the elephant in the room, namely the relentless spending on overpriced commodity chips, and just like last quarter when GOOGL guided to a much higher capex for the current year, it did so again (if to a slightly lesser extent). The stock promptly slumped 3% to new session lows. *ALPHABET SEES FY CAPEX $195B TO $205B, SAW $180B TO $190B And then: *GOOGLE STILL SEES FY27 CAPEX INCREASING...

DRAMageddon Deepens As Samsung Prepares 20% Memory Price Hike There is no immediate price relief coming for cutting-edge memory chips, even as South Korea moves to double memory capacity. New fabs and expanded lines take time to build and then ramp production, meaning the supply response will lag demand. For now, DRAM inventories remain tight through year-end as data center buildouts accelerate, keeping producers like Samsung in control of the market, with more price hikes likely ahead. The memory-chip squeeze is not easing anytime soon. That is the clear takeaway from...

DoW Finalizes Deal With Top AI Firms For National Security Work The Department of War has finalized agreements with OpenAI, Google, SpaceX/xAI, Microsoft, Amazon, Nvidia, and Reflection AI to deploy AI tools in "classified settings." This means these tools will operate within secure government networks where sensitive or secret national security information is handled, according to The Wall Street Journal. Anthropic's Claude had previously been one of the few AI tools available on Palantir's Maven platform. However, after the DoW labeled Anthropic a supply chain risk, the department pushed to broaden...