GoKawiil - Tech News

61.

AI-led DRAM supply crunch reportedly has Morgan Stanley downgrading major OEMs — skyrocketing memory prices could erode server and PC margins (tomshardware.com)

2025-11-17 | by Bruno Ferreira | get Memory → | tags: jukan, morgan, morgan stanley

62.

Dell, HPE shares sink after Morgan Stanley downgrades — computer hardware stocks also hit (cnbc.com)

2025-11-17 | by Jaures Yip | get Server → | tags: dell, downgraded, equal

63.

JP Morgan says Nvidia is gearing up to sell entire AI servers instead of just AI GPUs and components — Jensen's master plan of vertical integration will boost Nvidia profits, purportedly starting with Vera Rubin (tomshardware.com)

2025-11-13 | by Anton Shilov | get AI Servers → | tags: compute, cooling, hardware

64.

J.P. Morgan calls out AI spend, says $650 billion in annual revenue required to deliver mere 10% return on AI buildout — equivalent to $35 payment from every iPhone user, or $180 from every Netflix subscriber 'in perpetuity' (tomshardware.com)

2025-11-11 | by Jowi Morales | get iPhone → | tags: billion, industry, just

65.

$650 billion in annual revenue required to deliver 10% return on AI buildout investment, J.P. Morgan claims — equivalent to $35 payment from every iPhone user, or $180 from every Netflix subscriber 'in perpetuity' (tomshardware.com)

2025-11-11 | by Jowi Morales | get iPhone → | tags: billion, industry, just

66.

J.P. Morgan's OpenAI loan is strange (news.ycombinator.com)

2025-10-31 | get Rich Dad Poor Dad book → | tags: banks, ev, goes

67.

xAI hires former Morgan Stanley banker Anthony Armstrong as CFO (techcrunch.com)

2025-10-31 | by Ram Iyer | get Microsoft Surface Laptop → | tags: armstrong, august, cfo

68.

Adobe Is in Serious Trouble Because of AI, Morgan Stanley Warns (futurism.com)

2025-10-31 | by Victor Tangermann | get Meta Quest → | tags: adobe, ai, price

69.

Disney Is Getting Sued Over Just How Much Mickey Mouse Counts as Public Domain (gizmodo.com)

2025-10-31 | by Sabina Graves | get gaming keyboard → | tags: disney, mickey, morgan

70.

Morgan and Morgan takes Disney to court over 'Steamboat Willie' in ads (news.ycombinator.com)

2025-10-31 | by Phil Landeros | get Atomic Habits book → | tags: disney, firm, morgan

71.

Intel's E2200 "Mount Morgan" IPU at Hot Chips 2025 (news.ycombinator.com)

2025-10-31 | by Chester Lam | get Microsoft Surface Laptop → | tags: cloud, intel, ipu

72.

Cloud provider Lambda may be gearing up for an IPO (techcrunch.com)

2025-10-31 | by Rebecca Szkutak | get Meta Quest → | tags: according, company, lambda

73.

Morgan Stanley says Apple stock could be ‘turning the corner’ on strong iPhone demand (9to5mac.com)

2025-10-31 | by Marcus Mendes | get iPhone → | tags: apple, iphone, quarter

74.

2025 Morgan Plus Four review: Apparently, they do still make them like this (arstechnica.com)

2025-10-31 | get computer monitor → | tags: michael, plus, runkle

75.

Morgan Stanley warns against ‘misguided’ idea of Apple acquiring an AI search engine (9to5mac.com)

2025-10-31 | by Marcus Mendes | get iPhone → | tags: ai, apple, morgan

76.

This Turbo Escooter Wants to Set a Guinness World Record (wired.com)

2025-10-31 | by Julian Chokkattu | get art supplies → | tags: bo, chassis, like

77.

The US dollar is on track for its worst year in modern history (news.ycombinator.com)

2025-10-31 | by Https | get Meta Quest → | tags: dollar, gold, haven

78.

The Tandy Corporation, Part 1 – By Bradford Morgan White (news.ycombinator.com)

2025-10-31 | by Bradford Morgan White | get Microsoft Surface Laptop → | tags: company, french, radio

79.

Large Law Firm Sends Panicked Email as It Realizes Its Attorneys Have Been Using AI to Prepare Court Documents (futurism.com)

2025-10-31 | get Atomic Habits book → | tags: ai, lawyers, morgan