Today: 12 May 2026
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NASDAQ:AMD 2 July 2025 - 5 August 2025

NVIDIA Blackwell B200 vs AMD MI350 vs Google TPU v6e – 2025’s Ultimate AI Accelerator Showdown

NVIDIA Blackwell B200 vs AMD MI350 vs Google TPU v6e – 2025’s Ultimate AI Accelerator Showdown

NVIDIA’s Blackwell B200 GPU offers 180 GB HBM3e and up to 18 PFLOPS FP4, with DGX B200 systems priced around $515,000 and delivering up to 15× inference gains over DGX H100. AMD’s MI350X features 288 GB HBM3e, up to 10 PFLOPS FP4/FP6, and ships in 2025 at about $25,000 per GPU. Google’s TPU v6e, available on Google Cloud, delivers 918 TFLOPS BF16 per chip and scales to 256-chip pods.
Epic Handheld Gaming Showdown: Lenovo Legion Go S vs Steam Deck OLED vs MSI Claw 8 AI+

Epic Handheld Gaming Showdown: Lenovo Legion Go S vs Steam Deck OLED vs MSI Claw 8 AI+

MSI Claw 8 AI+ uses an Intel Core Ultra 7 285V, Arc 140V GPU, 32 GB RAM, and 1 TB SSD, priced $899–$999. Lenovo Legion Go S runs an AMD Ryzen Z2 Go, 16 GB RAM, 512 GB SSD, and launched at $730 for Windows, with a $499 SteamOS version planned. Valve Steam Deck OLED offers a 7.4-inch OLED, 16 GB RAM, 512 GB or 1 TB storage, and has sold 4–5 million units by late 2024.
10 Non‑AI Tech Shockers: Space Triumphs, Gadget Surprises & More (Aug 1–2, 2025)

10 Non‑AI Tech Shockers: Space Triumphs, Gadget Surprises & More (Aug 1–2, 2025)

Intel will lay off about 24,000 employees and halt planned mega-fab factories in Germany and Poland under new CEO Lip-Bu Tan. AMD launched the $4,999 Ryzen Threadripper 9980X CPU with 64 cores, shipping July 31. Micron introduced the first PCIe 6.0 SSD with 28 GB/s read speeds. Microsoft reached a $4 trillion market cap, the second U.S. company to hit the milestone.
Space Triumphs, Gadget Shockers & Cyber Breaches – Tech Weekend Roundup (July 26–27, 2025)

Space Triumphs, Gadget Shockers & Cyber Breaches – Tech Weekend Roundup (July 26–27, 2025)

Samsung’s Galaxy Z Fold7, 8.9 mm thick when folded with a 200 MP camera, went on sale July 25, 2025. AMD launched its Ryzen Threadripper Pro 9995WX with 96 Zen 5 cores at $11,699. Seagate shipped 30 TB HAMR hard drives for $600. Microsoft patched a SharePoint zero-day exploited in active attacks, while Dell and Allianz Life disclosed major data breaches.
Tech Turmoil: Tesla’s Slump, Starlink Outage & Mass Layoffs – Top Tech News (July 24–25, 2025)

Tech Turmoil: Tesla’s Slump, Starlink Outage & Mass Layoffs – Top Tech News (July 24–25, 2025)

Intel will cut about 24,000 jobs and cancel chip factory projects in Germany, Poland, and Costa Rica as new CEO Lip-Bu Tan moves to stem losses; shares fell 5% after a steep Q3 loss forecast. STMicroelectronics agreed to buy part of NXP’s sensor business for $950 million following its first quarterly loss in a decade. Tesla reported a 12–13% sales drop, missing Q2 profit estimates; shares slid 5%.
AI Stock Frenzy: July 2025’s Biggest Earnings Surprises, Deals, and Market Shake-Ups

AI Stock Frenzy: July 2025’s Biggest Earnings Surprises, Deals, and Market Shake-Ups

Nvidia shares rose 4% after the U.S. reversed its export ban on advanced AI chips to China, with the company seeking licenses to resume H20 GPU sales. AMD surged up to 7% on similar export relief, while HSBC, Wells Fargo, and Bank of America raised AMD’s price targets, citing strong AI chip demand. AI-focused ETFs and stocks also rallied, with Palantir and Quantum Computing Inc. posting triple-digit gains year-to-date.
2025 CPU Wars: Intel vs AMD vs Apple M‑Series – The Ultimate Processor Showdown

2025 CPU Wars: Intel vs AMD vs Apple M‑Series – The Ultimate Processor Showdown

AMD’s Ryzen 9 9800X3D, launching in early 2025, reportedly outperforms Intel’s Core Ultra 9 285K by about 35% in gaming. Intel’s Arrow Lake flagship features 24 cores and an on-chip NPU AI accelerator. Apple’s M3 iMac draws 30 W in use, while AMD’s Threadripper Pro 9995WX offers 96 cores for $11,699. Qualcomm’s Snapdragon X Elite targets sub-35 W laptops with 12 ARM cores.
GPU Wars 2025: NVIDIA vs AMD vs Intel – The Ultimate Graphics Showdown

GPU Wars 2025: NVIDIA vs AMD vs Intel – The Ultimate Graphics Showdown

NVIDIA’s RTX 4090 remains the fastest widely available gaming GPU in mid-2025, despite the RTX 5090’s limited supply. AMD’s RX 7900 XTX, priced at $999, competes closely with the RTX 4080 and sometimes outperforms it in rasterization. Intel’s Arc B580, launched in late 2024 at $350, reportedly beats the RTX 4070 in some tests. All three vendors now support AV1 encoding and frame generation technologies.
Everything We Know About the PlayStation 6: Leaks, Specs, Release Date & Expert Predictions

Everything We Know About the PlayStation 6: Leaks, Specs, Release Date & Expert Predictions

Sony CEO Hideaki Nishino confirmed in June 2025 that PS6 development is a main priority. Analysts and regulators expect a release in 2027 or 2028. The PS6 is anticipated to feature a custom AMD Zen CPU, RDNA 5-class GPU, 24–32GB unified RAM, and 2TB+ NVMe SSD storage. Backward compatibility and AI-powered upscaling are major focuses.
China Tech’s July 2025 Shockwave: AI Triumphs, Chip War Truce, and EV Frenzy

China Tech’s July 2025 Shockwave: AI Triumphs, Chip War Truce, and EV Frenzy

Huawei shipped 12.5 million smartphones in Q2 2025, reclaiming China’s top spot after four years. Over 100 AI-native devices launched in 2025, while JD.com saw AR glasses sales jump sevenfold during the 618 festival. Xiaomi’s SU7 EV delivered 258,000 units since launch, outselling Tesla’s Model 3 monthly. The US lifted its EDA tool export ban to China on July 3, with NVIDIA and AMD chip licenses set to resume.
Blast-Off Breakthroughs: Fusion Lasers, Space Feats & Tech Triumphs in Weekend Roundup (July 19–20, 2025)

Blast-Off Breakthroughs: Fusion Lasers, Space Feats & Tech Triumphs in Weekend Roundup (July 19–20, 2025)

SpaceX launched 24 Starlink satellites from California on July 18, bringing the active constellation to nearly 8,000. Raytheon delivered OCX GPS control software to the U.S. Space Force. Senate appropriators voted to restore funding for NASA Earth science and exploration missions in the 2026 budget. China unveiled a fusion laser facility in Mianyang, about 50% larger than the U.S. National Ignition Facility.
Ultimate 2025-2026 Desktop PC & All-in-One Showdown: Top Picks for Every User

Ultimate 2025-2026 Desktop PC & All-in-One Showdown: Top Picks for Every User

Dell dropped XPS, Inspiron, and OptiPlex in 2025, switching to Dell, Dell Pro, and Dell Pro Max tiers. HP unified consumer PCs under Omni branding the same year. NVIDIA launched the GeForce RTX 5090 at CES 2025 with 92 billion transistors and 32GB GDDR7. Industry trends point to AI accelerators in business desktops and increased use of recycled materials by 2030.
AI Stocks Soar as Nvidia Hits $4T, Apple Feels the Heat, and Musk Doubles Down – Daily Roundup

AI Stocks Soar as Nvidia Hits $4T, Apple Feels the Heat, and Musk Doubles Down – Daily Roundup

Nvidia briefly reached a $4 trillion market cap last week as shares hit a record $164.42, tripling its value since mid-2023. Meta pledged hundreds of billions for AI infrastructure, while Synopsys secured Chinese approval for its $35 billion Ansys deal. SpaceX will invest $2 billion in xAI, now valued at $113 billion. The Pentagon awarded up to $200 million each to OpenAI, Google, Anthropic, and xAI for agentic AI projects.
Chiplet Technology 2025: Design Tools, Yield Challenges, and Market Adoption

Chiplet Technology 2025: Design Tools, Yield Challenges, and Market Adoption

AMD reports up to 70% cost reduction in EPYC servers using chiplet architecture versus single-die designs. Chiplets allow mixing process nodes, as seen in Nvidia’s Grace Hopper and Intel’s Ponte Vecchio, and are now standard in HPC and AI. UCIe 1.0 launched in 2022, defining a universal die-to-die interface. Automotive chiplet adoption is set for 2025, with TSMC and Imec preparing qualified packaging and process kits.
Trusted Execution Environment (TEE) Hardware News – June–July 2025

Trusted Execution Environment (TEE) Hardware News – June–July 2025

Microsoft Azure will retire SGX-based DCsv2 confidential VM instances by June 30, 2026, with capacity restrictions starting July 1, 2025, and migration to AMD SEV-SNP or Intel TDX VMs. Intel’s 5th-Gen Xeon Emerald Rapids with TDX launched in Azure preview in April 2025. Linux kernel 6.16 added host TDX support mid-2025. Google Cloud now offers AMD SEV-SNP VMs on 4th Gen EPYC Genoa servers.
High-Performance Computing Highlights (June–July 2025): Exascale Era, HPC-AI Convergence, and Global Supercomputing Advances

High-Performance Computing Highlights (June–July 2025): Exascale Era, HPC-AI Convergence, and Global Supercomputing Advances

El Capitan at Lawrence Livermore National Lab topped the June 2025 TOP500 list with 1.742 exaFLOPS on HPL. Frontier at Oak Ridge ranked second with 1.353 exaFLOPS, followed by Aurora at Argonne with 1.012 exaFLOPS. JUPITER Booster debuted at #4, and Microsoft Azure’s Eagle placed fifth. Europe had three systems in the Top 10.
July 7th, 2025 AI Brief: Agents Transform Work, Half Million Tech Jobs at Risk & Global Policy Moves / Updated: 2025, July 7th, 12:00 CET

July 7th, 2025 AI Brief: Agents Transform Work, Half Million Tech Jobs at Risk & Global Policy Moves / Updated: 2025, July 7th, 12:00 CET

US tech firms have cut nearly 94,000 IT jobs to fund AI projects, with Microsoft planning 15,000 more layoffs by 2025. MIT found ChatGPT use lowers brain activity and memory, while Microsoft’s MAI-DxO system outperformed doctors in diagnostics. OpenAI confirmed GPT-5 will launch in summer, and Google released Veo 3 video AI to over 159 countries. BRICS leaders urged the UN to oversee global AI governance and copyright rules.
AI Stocks Soar to New Highs: Trends, Big Moves & What Analysts Predict Next

AI Stocks Soar to New Highs: Trends, Big Moves & What Analysts Predict Next

Nvidia reached a $1 trillion valuation in 2023 and holds about 80% of the AI chip market, powering most modern AI models. The S&P 500’s Magnificent Seven now account for nearly 35% of the index’s market cap and have generated over 70% of its gains since early 2023. Microsoft invested $10 billion in OpenAI and integrated GPT models across its platforms. Amazon, Alphabet, AMD, Palantir, and IBM expanded AI offerings and reported rapid revenue growth.
Edge Computing Global News & Trends Roundup (June–July 2025)

Edge Computing Global News & Trends Roundup (June–July 2025)

Verizon Business launched the Edge Transportation Exchange, a 5G-based V2X platform piloted with Volkswagen and state agencies in Arizona, Delaware, and New Jersey. 1623 Farnam expanded its Omaha data hub by 1.5 MW. Rockwell Automation released OptixEdge for local factory data processing. Saudi Aramco’s Wa'ed Ventures invested in Ori to build edge AI infrastructure in the Middle East.

Stock Market Today

  • QuantumScape Shares Rise 11.7% on Eagle Line Launch and Initial Billings
    May 12, 2026, 5:46 PM EDT. QuantumScape (QS) gained 11.7% following the launch of its Eagle Line pilot-scale solid-state battery cell facility and initial $11 million in customer billings from ecosystem partners. The company reported a narrower GAAP net loss in Q1 2026, driven by reduced operating expenses. This marks a shift toward early commercialization and a potential licensing and royalty revenue stream, altering QuantumScape's risk profile and business model. Investors remain cautious as success depends on partner uptake and scaling production. Analysts' revenue forecasts vary widely, reflecting uncertainty around the new manufacturing blueprint. QuantumScape projects $544.5 million revenue and $33.3 million earnings by 2029, but some estimates are much lower, highlighting diverging market views.

Latest article

British American Tobacco Stock Jumps as FDA Shift Gives Vuse and Velo a Cleaner Read

British American Tobacco Stock Jumps as FDA Shift Gives Vuse and Velo a Cleaner Read

12 May 2026
British American Tobacco shares jumped 5.82% in London to £46.34 after the FDA signaled a softer enforcement stance on some e-cigarette and nicotine pouch products. A U.S. judge also dismissed BAT’s North Korea sanctions case following a $630 million settlement. The FTSE 100 slipped 0.04%. BAT’s U.S.-listed ADR closed up 5.3% at $63.64.
Camtek Stock Falls 16% After Earnings Beat as Margin Pressure and Hot CPI Hit AI Chip Trade

Camtek Stock Falls 16% After Earnings Beat as Margin Pressure and Hot CPI Hit AI Chip Trade

12 May 2026
Camtek shares fell 15.8% to $174.63 despite beating Q1 revenue and adjusted EPS estimates by small margins. Q1 revenue rose 2.5% year over year, but non-GAAP EPS dropped to $0.70 from $0.79 and operating margin narrowed to 25.5%. Management guided Q2 revenue to $129–$131 million and expects second-half revenue to rise over 25%. Broader market pressure followed a hot April CPI and rising Treasury yields.
Oscar Health stock rises in premarket after 2026 revenue outlook; House subpoenas add a fresh risk

Oscar Health Stock Extends Post-Earnings Repricing as Margins Outweigh ACA Risk

12 May 2026
Oscar Health shares rose 7.9% to $23.73 late Tuesday, with volume near 13 million, after posting strong Q1 profit and lower claims costs despite missing revenue estimates. The company’s medical loss ratio fell to 70.5% from 75.4% a year earlier. Membership climbed to 3.17 million. ACA enrollment churn and policy risk remain concerns.
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