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for: Thursday, February 26, 2026



MARA Shares Rise After Bitcoin Miner Strikes AI Data Center Deal

Vince Dioquino / decrypt - The Bitcoin miner moved to convert U.S. sites into AI-ready campuses, though analysts say confirmed tenants will be key.

#ai #blockchain #cloud #crypto #stockmarket #business #datacenter #bitcoin

Mara Holdings (MARA) Stock: Revenue Climbs, Losses Spike and New AI/HPC Strategy Sparks Investor Interest

7 days / parameter / Yasmin Werner

MARA Holdings Shares Soar 17% Following Starwood AI Data Center Partnership

7 days / parameter / Trader Edge

MARA Shares Rise After Bitcoin Miner Strikes AI Data Center Deal

8 days / decrypt / Vince Dioquino

MARA swings to $1.7 billion Q4 loss on bitcoin markdown, shares jump 15% after Starwood AI deal

8 days / theblock / Kyle Baird

Bitcoin Miner MARA jumps 17% after striking a deal with Starwood to build AI data centers

8 days / coindesk / Krisztian Sandor

Back to Top / Thursday, February 26, 2026, 10:20 pm / permalink 19856 / 5 stories in 8 days


Smartphone Sales to Plummet 13% in 2026 Due to RAM Crisis, Says IDC

Jeff Carlson / cnet - AI-fueled memory scarcity is hitting the phone market hard this year, particularly for inexpensive, low-end devices.


AI hardware prices spike; DGX Spark rises $700

Nvidia DGX Spark gets 18% price increase as memory shortages bite — Founders Edition now $4,699, up from $3,999

7 days / tomshardware

NVIDIA DGX Spark Sees $700 Price Hike Due To Ongoing Memory Shortages, $4699 New Pricing

7 days / wccftech / Hassan Mujtaba


Chip crunch threatens budget PCs and phones

RAM chip demand driving up PC costs, HP says

7 days / semafor / Tom Chivers

Memory Price Hikes Will Kill Off Budget PCs and Smartphones, Analyst Warns

7 days / slashdot / BeauHD

Chip crunch to hit smartphone, PC shipments in 2026 by over 10pc

7 days / siliconrepublic / silicon


DRAM price surge: suppliers hike quotes and contracts

What is causing the RAM shortage? Chip and supply chain experts explain

7 days / techxplore

The New Memory Prices Quoted by Samsung & SK Hynix for Q2 Are So ‘Absurd’ That Buyers Might Find It Better to Give Up

7 days / wccftech / Muhammad Zuhair

Samsung secures 100% price hike from Apple for iPhone 17 memory

7 days / dataconomy / Emre Çıtak


IDC warns record 13% smartphone slump in 2026

Smartphone market poised for 'sharpest decline on record' in 2026

7 days / cnbc

Smartphone Sales to Plummet 13% in 2026 Due to RAM Crisis, Says IDC

8 days / cnet / Jeff Carlson

Smartphone Mkt to Decline 13% in '26, Largest Drop Ever Due to Memory Shortage

8 days / ycombinator

Smartphone sales could be in for their biggest drop ever

8 days / theverge / Emma Roth


All Other Stories

Memory Price Hikes Will Kill Off Budget PCs and Smartphones, Analyst Warns https://hardware.slashdot.org/story/26/02/27/008259/memory-price-hikes-will-kill-off-budget-pcs-and-smartphones-analyst-warns?utm_source=rss1.0mainlinkanon&utm_medium=feed

7 days / bsky / @slashdot.org / slashdot.org

Back to Top / Thursday, February 26, 2026, 8:21 pm / permalink 19854 / 13 stories in 8 days


Dell’s stock pops as soaring AI demand drives stellar 39% revenue increase

Mike Wheatley / siliconangle - Data center hardware and personal computer maker Dell Technologies Inc. easily beat Wall Street’s expectations today as it posted its latest financial results, benefiting from surging artificial intelligence demand. The company reported fourth-quarter ear…

#ai #cloud #hardware #enterprise #stockmarket #earnings #business #datacenter #technology

Dell shares climb 19% on earnings beat as company navigates rising memory costs

7 days / cnbc

Dell shares hold post-earnings gains as analysts applaud "exceptional beat+raise"

7 days / sherwood / Matt Phillips

Dell Technologies (DELL) Shares Soar 13% Following Exceptional Q4 Performance

7 days / parameter / Trader Edge

Dell’s stock pops as soaring AI demand drives stellar 39% revenue increase

8 days / siliconangle / Mike Wheatley

(PR) Dell Technologies Delivers Fourth Quarter and Full-Year Fiscal 2026 Results

8 days / techpowerup

Dell soars after beating expectations for Q4 sales and EPS

8 days / sherwood / Matt Phillips

Back to Top / Thursday, February 26, 2026, 6:21 pm / permalink 19846 / 6 stories in 8 days


CoreWeave (CRWV) Stock: Slides Despite 110% Revenue Growth and Major AI Wins

Yasmin Werner / parameter - TLDR CoreWeave tops revenue, but losses deepen and shares slide after hours. 110% growth isn’t enough as margins slip and profitability misses hit the stock. Debt climbs past $21B as CoreWeave scales power and absorbs rising costs. Backlog jumps to $66.8B…

#ai #startups #vc #cloud #genai #stockmarket #earnings #business #datacenter

MARA and Block jump double digits in pre-market trading while CoreWeave sinks

7 days / coindesk / James Van Straten

TeraWulf posts higher revenue, wider loss in 2025 as AI, HPC pivot accelerates

8 days / theblock / Timmy Shen

CoreWeave earnings today are vindication for everything I’ve been saying. Somehow this company made more revenue than ever and its operating margin got worse. Remember it has the literal best clients in AI compute, and apparently they pay like shit. Wash

8 days / bsky / @edzitron.com

CoreWeave’s stock drops on mixed results and plans to scale up AI spending

8 days / siliconangle / Mike Wheatley

CoreWeave tumbles on weaker-than-expected Q4 adjusted EBITDA

8 days / sherwood / Luke Kawa

CoreWeave (CRWV) Stock: Slides Despite 110% Revenue Growth and Major AI Wins

8 days / parameter / Yasmin Werner

CoreWeave beats revenue projections as backlog swells to nearly $67 billion

8 days / cnbc

Back to Top / Thursday, February 26, 2026, 5:20 pm / permalink 19840 / 7 stories in 8 days


Nvidia posts $68.1 billion quarter as AI demand surges worldwide

Camila Nogueira / betanews - Nvidia reported record financial results on Wednesday, delivering $68.1 billion in revenue for the fourth quarter of fiscal 2026 as demand for artificial intelligence infrastructure continued to accelerate. The quarterly figure rose 73% from a year earlie…


Investors balk as Nvidia stock tumbles post-earnings

Jim Cramer isn't fretting Nvidia's post-earnings sell-off. Here's how he would respond

8 days / cnbc

Nvidia stock falls despite strong earnings

8 days / semafor / J.D. Capelouto

Wall Street analysts are staying bullish on Nvidia. Traders aren’t

8 days / qz / Shannon Carroll

NVIDIA Corporation (NVDA) Stock:Drops Below $190 Despite Bullish Q4 Revenue Outlook

8 days / parameter / Yasmin Werner


Markets wobble: tech slump and crypto give back gains

Bitcoin and Tech Stocks Tumble in Tandem as Nvidia Earnings Trigger Risk-Off Trading

7 days / parameter / Trader Edge

Nvidia stumbles, crypto shivers, markets wobble: The AI reckoning begins

8 days / e27 / Anndy Lian

Tech weighs down stocks as investors digest Nvidia’s earnings

8 days / sherwood / Tasha Matsumoto

Bitcoin falls back below $67,000, rapidly giving back Wednesday's gains

8 days / coindesk / Stephen Alpher

Nvidia earnings, Big Tech's White House visit, protein prices and more in Morning Squawk

8 days / cnbc


On the floor: Nvidia's record $68.1B AI quarter

How Nvidia’s Record Quarter Signals a Major Shift for Tesla’s Robot Future

7 days / parameter / Trader Edge

Nvidia posts $68.1 billion quarter as AI demand surges worldwide

8 days / betanews / Camila Nogueira

Have we seen peak pricing power for Nvidia chips?

8 days / cnbc

Back to Top / Thursday, February 26, 2026, 3:21 pm / permalink 19830 / 12 stories in 8 days


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U.S. prepares strict export controls on AI accelerators, curbing foreign sales

U.S. authorities are drafting new export rules requiring government approval for certain AI accelerators before overseas sales, aiming to limit adversaries’ access to advanced chips. The Commerce Department confirmed a tough approach that stops short of prior proposals but signals significant restrictions, forcing vendors and customers to navigate fresh geopolitical red tape. More...


Pentagon labels Anthropic a supply‑chain risk; company vows legal fight

The Pentagon has designated Anthropic and its products as a “supply‑chain risk,” prompting the company to announce a court challenge. Experts warn the move could chill collaboration and talent flows into AI, while Anthropic insists it will contest the determination to protect its operations and customers. More...


Oracle and OpenAI scrap Texas data-center expansion; Meta eyes the spare capacity

Oracle and OpenAI have abandoned plans to expand a flagship Texas data center, leaving substantial compute capacity up for grabs. Nvidia reportedly brokered interest from Meta to take the unused slots as OpenAI downscales that particular buildout, a move that rattled markets and highlights shifting demand for large-scale on-prem AI infrastructure. More...


SoftBank seeks massive $40B loan to back OpenAI investment, courting big risk

SoftBank is reportedly seeking up to a $40 billion loan to finance its planned stake in OpenAI, an audacious use of leverage to double down on the AI boom. The move would be one of the largest single‑company financing gambits in recent memory, raising questions about balance‑sheet strain versus potential upside. More...


OpenAI launches Codex Security agent to automatically detect software vulnerabilities

OpenAI rolled out Codex Security, an AI agent that scans codebases to find complex vulnerabilities, suggests actionable fixes, and uses sandbox testing to limit false positives. The tool has already flagged issues in major projects and aims to compete with traditional application security tooling by automating deep, contextual code review. More...


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