We view the continuation of the existing partnership between the two parties as a vote of confidence for IONQ's forthcoming Tempo systems as well as a validation of the company's technological progress and value proposition. IONQSMIC: Raising prices?View: Security Times suggests SMIC is raising pri
A director at Pure Storage Inc sold 7,178 shares at 67.140USD and the significance rating of the trade was 56/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly...
PSMC, SNDK, MU: PSMC to produce memory for SanDisk or Micron?View: We struggle with this premise. While it is true 1) memory is tight and 2) a lack of cleanroom space is a bottleneck to bringing on capacity, we see limited to zero potential for a collaboration that would see PSCM enabled by MU or S
META, AI: Meta prepares major AI push in 1H26View: Meta is accelerating its AI strategy with the development of two new flagship AI models. According to The Wall Street Journal, its image and video generation system code-named "Mango," and a text-based LLM dubbed "Avocado" are both expected in the
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