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The Latest Breaking News from Ray Wang

Ignore Wall Street’s ‘Anti-AI’ Mode and Keep Buying These 3 Stocks

Constellation Research thinks the selloff in tech stocks is overdone. These three names may be the way to play the trade.

Barchart

Cisco Stock Plunged Below Its 50-Day Moving Average. Should You Buy the Dip?

Cisco shares sink as in-line guidance and margin pressure overshadow record revenue in Q2. Industry expert Ray Wang explains why CSCO stock is worth buying on the post-earnings dip.

Barchart

Looks like the AI boom has made DDR4 RAM no better value than DDR5 as storage and memory prices continue to rise

Lower costs could still make DDR4 worth it in some cases, though.

PC Gamer

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Nvidia Partner WiWynn's Record Backlog A Sign That AI Bubble Fears Are Unfounded: Futurum CEO Daniel Newman Says, 'Can't Build Factories Fast Enough…'

On Thursday, Daniel Newman, CEO of The Futurum Group, dismissed fears of an AI bubble, pointing to Nvidia Corporation (NASDAQ:NVDA) partner WiWynn's massive backlog and warning that demand is so strong that factories can't be built fast enough.

Benzinga

China accuses Nvidia of violating anti-monopoly laws

The claim came as the US and China held trade talks in Madrid that concluded on Monday.

Al Jazeera

Nvidia’s China-based rival posts 4,300% revenue jump as chipmaker’s earnings reported no H20 chip sales to the country

The sales surge reflects Beijing’s push for local players amid geopolitical tensions.

Fortune

U.S.-China chip war: How Trump’s Nvidia-AMD deal has redefined Washington’s export control policy

One dismayed Democratic lawmaker said the move signals to China “that American national security principles are negotiable for the right fee.”

Fortune

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SK hynix wants you to buy s’more HBM4 to satisfy your high-tech cravings — company's X account compares cutting-edge stacked memory to summer treat

SK hynix has taken to Twitter/X to compare its delicately stacked HBM4 to some deliciously layered s’mores.

Tom’s Hardware

Qualcomm Is 'Biggest Beneficiary' For Smart Glasses—Powering Designs For Meta, Oakley, Ray-Ban: 'Best One For Now,' Says Expert

Qualcomm Inc. (NASDAQ:QCOM) is emerging as the dominant force in the rapidly expanding smart glasses market, powering designs for major players including Meta, Oakley, Ray-Ban, and Xiaomi.

Benzinga

TSMC custom employee-exclusive suitcases are sold online for as high as $16,700

TSMC’s new custom-designed employee-exclusive 20-inch suitcase is awesome to behold, but some resellers are asking too much.

Tom’s Hardware

In first 100 days, Trump takes hawkish stance on China to new heights

The US president’s hefty tariffs have resulted in an effective trade embargo between the world’s two largest economies.

Al Jazeera

Analysts are calling the recent release of Chinese AI models including DeepSeek ‘coordinated psyops’

At least three other companies including those backed by Alibaba and Tencent released updates to their applications in recent weeks.

Fortune

Why Spotify and Apple Music haven't pulled Kanye West's songs

LOS ANGELES — A week after Endeavor Chief Executive Ari Emanuel called for businesses to cut ties with the artist formerly known as Kanye West after his antisemitic remarks, companies such as Adidas and the Gap stopped working with him.

Los Angeles Times

Why Spotify acquired song guessing game Heardle

Spotify on Tuesday acquired a song guessing game, which could help fans discover music and spend more time on the platform.

Los Angeles Times

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Los Angeles Times

What Elon Musk's bid for Twitter says about social media's political tightrope

When the idea behind Twitter was first hatched in a meeting in 2006, the service was envisioned as a way for people to message their friends.

People

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read the most diverse news in one place.

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