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15:10The AI bubble is paying itself. It's time to ask who the customer is 15:00Amazon in talks to buy Israeli startup Decart: an AI deal worth up to $7 billion 14:45Wiz founders go from cyber to burgers: frontrunners for McDonald's Israel franchise, and also eyeing CAL 14:30A decisive night for tech: Microsoft and Google report tonight, and the Fed decides on rates 14:15Nvidia and AMD invest $4 billion in shares of Meta, which buys AI chips from them 14:00Cybersecurity: a startup founded by former DOGE staffers got inside Anthropic's internal systems using AI agents 13:50Cybersecurity company Upwind closes $400 million round at a $3.8 billion valuation 13:35Anthropic AI model built working exploits for Chrome, Safari, Android, Windows and Linux

15:10The AI bubble is paying itself. It's time to ask who the customer is 15:00Amazon in talks to buy Israeli startup Decart: an AI deal worth up to $7 billion 14:45Wiz founders go from cyber to burgers: frontrunners for McDonald's Israel franchise, and also eyeing CAL 14:30A decisive night for tech: Microsoft and Google report tonight, and the Fed decides on rates 14:15Nvidia and AMD invest $4 billion in shares of Meta, which buys AI chips from them 14:00Cybersecurity: a startup founded by former DOGE staffers got inside Anthropic's internal systems using AI agents 13:50Cybersecurity company Upwind closes $400 million round at a $3.8 billion valuation 13:35Anthropic AI model built working exploits for Chrome, Safari, Android, Windows and Linux

Thursday, October 29, 2026

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1 story for “SanDisk”

Memory chips rally: Micron, SanDisk and SK Hynix rise, and SK Hynix weighs a $12 billion special dividend

Enthusiasm over Anthropic's IPO filing keeps pushing chip stocks higher, and Bank of America expects memory to stay tight in 2027 and 2028. This week: earnings from SK Hynix and SanDisk.

Itai Rosen, Global Tech Correspondent / 3 min read