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05.03.26 - 01:06
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Glass fiber shortage hits IC substrates, MGC follows Resonac with 30% CCL price hike (Digitimes)
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Demand from Nvidia and Apple has intensified shortages of high-end glass fiber cloth used in IC substrates, driving broad price increases for related materials and squeezing profit margins for copper clad laminate (CCL) suppliers. Japanese materials makers have recently taken the lead in raising prices, shifting rising costs downstream to customers and end markets....
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04.03.26 - 22:06
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Pasqal, A Global Leader in Neutral Atom Quantum Computing, to Go Public via Business Combination with Bleichroeder Acquisition Corp II (Business Wire)
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Co-Founded by Nobel Prize Laureate, Alain Aspect, with deep bench of scientific leaders and intellectual property
Pure play neutral atom quantum computing company with 7 quantum computers deployed
Trusted by industry leaders with key partnerships including IBM (Pasqal is part of the IBM Quantum Network) and NVIDIA, and key customers such as Sumitomo, LGE and CMA CGM
Transaction values Pasqal at $2 billion pre-money and is designed to drive commercialization of Pasqal's current quantum processing unit offering
$200 million of convertible financing anchored by sponsor-affiliated investor Inflection Point, existing Pasqal anchor investor BPIfrance Large Venture and several other new institutional investors
The transaction positions Pasqal to accelerate its technology and product roadmap, accelerate achievement of quantum advantage and fault tolerant quantum computing and continue executing on its international growth strategies
PARIS & NEW YORK--(BUSINESS WIRE)--Pasqal Holding SAS (“Pasqal”), a global l...
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04.03.26 - 17:30
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Forget Nvidia: This Networking Giant Just Landed $2.1 Billion in AI Orders, and Nobody’s Talking About It (24/7 Wall St.)
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There's a “dead” company reawakening right now, and very few people are talking about it. During the second quarter of fiscal 2026, Cisco (NASDAQ:CSCO) pulled in $2.1 billion in AI infrastructure orders from hyperscalers like AWS, Microsoft (NASDAQ:MSFT), and Google (NASDAQ:GOOG, NASDAQ:GOOGL), up from $1.3 billion just the quarter before. That single-quarter figure actually matched ... Forget Nvidia: This Networking Giant Just Landed $2.1 Billion in AI Orders, and Nobody's Talking About It
The post Forget Nvidia: This Networking Giant Just Landed $2.1 Billion in AI Orders, and Nobody's Talking About It appeared first on 24/7 Wall St.....
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04.03.26 - 17:30
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The Billionaire Investor Who Bet Against Nvidia and Palantir Is Buying Adobe (24/7 Wall St.)
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Billionaire investor Michael Burry earned his reputation as a legendary contrarian by betting against the U.S. housing market before the 2008 financial crisis, a prescient call immortalized in The Big Short. He cemented that status last year by wagering heavily against Nvidia (NASDAQ:NVDA) and Palantir Technologies (NASDAQ:PLTR) with massive put options — totaling roughly $1.1 ... The Billionaire Investor Who Bet Against Nvidia and Palantir Is Buying Adobe
The post The Billionaire Investor Who Bet Against Nvidia and Palantir Is Buying Adobe appeared first on 24/7 Wall St.....
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