During the quarter, we took advantage of market volatility to add several new names to the portfolio. Read more here.

Historically, system memory has been treated as a fairly reliable commodity. While subject to occasional price fluctuations, it remained consistently available to everyone, from casual PC builders to ...

Memory chip costs are up as AI companies gobble up the hot commodity. Consumer electronics companies like Dell and HP are raising prices.

An updated edition of the February 23, 2026 article. The concept of a wide moat refers to companies that possess strong, lasting competitive advantages, which insulate them from competition and enable ...

There is a conversation happening in broadcast engineering that is not on any conference agenda. ... Read More ...

In an ongoing series of articles, I'm looking at the bullish and bearish cases for some popular stocks. Next on the list is ...

The AI build-out has led to a RAM shortage that’s hitting anyone who wants to buy laptops, phones, tablets and other devices.

AI is accelerating the discovery of security vulnerabilities, transforming the landscape of digital security. But Apple users are in a good spot, thanks to Apple’s focus on security and control over ...

Artificial intelligence model compression startup Refiant AI said today it has raised $5 million in seed funding from VoLo Earth Ventures to try to put an end to the “arms race” that has ignited a ...

Granted, a cease-fire won't eliminate every supply-chain risk, Baptista Research analyst Ishan Majumdar noted, but he said that investors could derive some comfort from the idea that critical ...

At its core, the TurboQuant algorithm minimizes the space required to store memory while also preserving model accuracy. To ...

GPUBreach achieves full CPU privilege escalation via GDDR6 RowHammer in July 2025 research, threatening cloud AI systems.