Defense startups eye Iran war windfall

This report is from this week’s The Tech Download newsletter. Like what you see? You can subscribe here. Once…
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https://www.newsbeep.com/466577/

Asian shares decline as oil prices soar amid the war in Iran, echoing last week’s Wall Street drop

TOKYO (AP) —…
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https://www.newsbeep.com/458768/

Bloomberg Technology | Nvidia Sees First Bout of Retail-Investor Selling Since July by Felice Maranz

Individual investors have long piled into shares of Nvidia Corp., whose meteoric surge turned it into the biggest company in the S&P 500 Index. But on Wednesday they dumped the stock for the first time since July, signaling a potential shift as the Iran war pulls the market down from its AI-fueled rally.

Read more: https://www.bloomberg.com/news/articles/2026-03-26/nvidia-sees-first-bout-of-retail-investor-selling-since-july

#nvidia #nvidiacorp #retail-investor #s&p500 #ai

Bloomberg Technology | Chip Security Bill Advances in House Following Super Micro Case by Maggie Eastland, Oma Seddiq

A House panel advanced legislation that would require the Commerce Department to demand chipmakers do more to keep AI technology from being smuggled to China, an effort that’s gained new urgency after last week’s indictment of a Super Micro Computer Inc. co-founder for allegedly diverting Nvidia Corp. processors to Chinese buyers.

Read more: https://www.bloomberg.com/news/articles/2026-03-26/chip-security-bill-advances-in-house-following-super-micro-case

#commercedepartment #chipmakers #aitechnology #china #nvidiacorp

Micron falls 5.5% after blockbuster earnings. Here’s what analysts say

Micron Technology CEO Sanjay Mehrotra told CNBC on Thursday that the memory c…
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https://www.newsbeep.com/442170/

Jensen Huang outlines Nvidia’s AI vision at San Jose event

Nvidia CEO Jensen Huang on Monday elaborated on his vision for keeping his company at the forefront of…
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https://www.newsbeep.com/438682/

How the Iran war could impact hyperscalers’ huge Middle East AI plans

Tech companies have been funnelling billions of dollars into AI infrastructure projects in the Middl…
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https://www.newsbeep.com/429122/

Energy prices, material access threaten semiconductor demand

SK Hynix Inc. 12-layer HBM3E memory chips, front, and a LPDDR5X CAMM2 memory module arranged at the company’s…
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https://www.newsbeep.com/427433/

Market is stuck in limbo, Iran war isn’t only cause

CNBC’s Jim…
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https://www.newsbeep.com/420193/