11-09-2026
Marvell is best known for making custom chips — but an analyst notes there’s arguably more potential in supporting components and optical networking.
11-09-2026
Oracle’s earnings provided an upbeat read for hardware suppliers — but the Fed’s interest-rate moves could dictate just how much they continue benefitting.
11-09-2026
A Red Sea crisis deepens as the Saudi East-West pipeline is shut down and the Houthis grab effective control of the strategic Bab al-Mandeb Strait.
11-09-2026
Salesforce’s Dreamforce conference next week could offer a glimpse of how its recently announced Claudeforce partnership with Anthropic will play out.