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The Marked Chart Wire · Tech and AI
AI Memory
KeyBanc reports that Google is negotiating memory supply pacts through 2035, while HP and Dell are renewing agreements until 2031. The bank projects DRAM prices climbing 15% to 20% and NAND prices rising 20% in the fourth quarter of 2026.
AI Race
Prediction markets are wagering that Anthropic will surpass Alphabet-owned Google in artificial intelligence by the end of the year, despite Google currently leading the sector.
Humanoid Robots
Schaeffler inaugurated a new facility in Taicang, China, dedicated to mass-producing actuators for humanoid robots.
Meta AI
Meta Platforms announced a stock split intended to help finance its artificial intelligence expenditures. The company's shares have risen 1,730 percent since its 2012 initial public offering.
HotAI Power
Bloom Energy stock has gained more than 150 percent in 2026. An analyst suggests the company is positioned to benefit from power constraints in the AI sector.
Anthropic
The AI company reported first-half 2026 revenue of $16.3 billion, a sharp increase from $1.1 billion in the same period last year. The firm noted significant spending on compute resources alongside the growth.
AI and chips
Stock declines and rising credit default swap spreads indicate mounting pressure on neoclouds. Solidigm reportedly withdrew its IPO filing, setting the stage for upcoming hyperscaler earnings.
Fast headlines, summarized. Not verified and not advice. Check the full story before you act.