The AI Stock Bubble Just Got Real
Even strong earnings couldn’t save Palantir from a dramatic 8% single-day plunge. The selloff confirms fears about an AI bubble and what one analyst calls a “prisoner’s dilemma” among tech giants.
Category: Technology
German Space Startup Raises $57 Million for Military Satellites
Berlin-based Reflex Aerospace just raised the largest Series A round ever for a European NewSpace company. The funding will accelerate their plans to deploy satellite constellations for military intelligence by 2027.
Samsung’s new microSD card is basically made for Switch 2
Samsung has launched a new microSD card specifically optimized for the Nintendo Switch 2. The P9 Express offers speeds up to 800MB/s and starts at $54.99 for 256GB. It’s available now in the US market.
Axon shares tank 17% after tariffs crush earnings
Axon’s stock dropped 17% after reporting disappointing Q3 earnings. The company missed analyst expectations with adjusted earnings of $1.17 per share versus $1.52 forecast. Tariff impacts squeezed gross margins despite strong revenue growth across business segments.
Xpeng bets on solid-state batteries for humanoid robots
Xpeng Motors is taking a surprising approach to solid-state battery adoption. Instead of electric vehicles, the Chinese automaker wants to power humanoid robots with the emerging technology by late 2026.
M&S profits plunge 99% after devastating cyber attack
A ransomware attack has wiped out nearly all of Marks & Spencer’s profits, causing a 99% plunge. The retailer’s online systems were down from Easter through summer, costing hundreds of millions.
The ‘Secret Recession’ Is Over, Says Top Wall Street Analyst
According to a top Wall Street analyst, much of the U.S. private economy just emerged from a three-year “rolling recession” that most economists missed. The recovery began in April 2025, with earnings now growing at the fastest pace since 2021 and revenue beats more than double historical averages.
AMD’s PC business is quietly crushing it
AMD’s client CPU business reached a record $2.8 billion in Q3 2025, with desktop sales hitting all-time highs. The company gained nearly 10 percentage points of market share and expects the growth to continue. Meanwhile, data center revenue hit $4.3 billion as AI dominated the earnings call.
Vantage Towers Taps Martin Bouchard as Next CEO
Vantage Towers has named Martin Bouchard as its next CEO, effective May 1, 2026. The current American Tower Germany CEO brings over 25 years of telecom experience to the European tower company.
Beyond the rare earth hype – can America actually scale?
General Motors is pushing for real scale in domestic supply chains, moving beyond announcements to actual production. The company has invested over $60 billion since 2020 and employs nearly 90,000 U.S. workers. But scaling faces major hurdles in financing, permitting, and workforce development.