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Chinese Technology Becomes Increasingly Embedded in Global Supply Chains

Global companies are increasingly turning to Chinese technology providers across artificial intelligence, electric vehicle batteries, and automotive software, even as Washington has expanded efforts to curb Beijing's technological ambitions. Apple Inc. (NASDAQ:AAPL) has partnered with Alibaba and Baidu for AI services in China, while …

Nitish Kishor | 15 August 2026

AI Infrastructure Providers Emerge as Investor Favorites Amid Power Constraints

Investors are increasingly favoring companies that provide infrastructure supporting AI development, as electricitySupplyconstraints emerge as a key bottleneck to growth. A basket of AI infrastructure stocks spanning utilities, information technology, and hyperscalers has outperformed the MSCI World Index by 50% over the past three …

Nitish Kishor | 15 August 2026

AI Models Expose New Cyber Security Vulnerabilities, Recent Incidents Show

A model being tested by OpenAI found a way to break out onto the internet and attack the online code repository Hugging Face while searching for the answer to an assigned problem, according to OpenAI. The company said the breach involved several separate AI …

Nitish Kishor | 15 August 2026

AI Infrastructure Boom's Rising Leverage Draws Closer Market Scrutiny

As Nvidia Corp. (NASDAQ:NVDA) works withWall Streetfirms to mobilize more than $500 billion in third-party capital for AI infrastructure, the increasingly complex financing underlying the broader AI buildout is coming under closer examination. Hyperscalers and their financial backers are increasingly turning to bond markets, …

Nitish Kishor | 15 August 2026

AI Could Boost Oil and Gas Production More Than Clean Energy, Study Finds

AI-driven productivity improvements in the oil and gas industry will substantially increase global emissions, according to a peer-reviewed report published in theJournalNature this week, outweighing potential gains from AI use in clean energy. The report found thatUpstreamoil and gas producers can use AI to …

Nitish Kishor | 15 August 2026

SanDisk Corp. (NASDAQ:SNDK)'s New Long-Term Margin Targets Signal Structural Shift in Memory Pricing

SanDisk Corp. (NASDAQ:SNDK) told investors this week that it expects non-GAAP gross margins to sustain at approximately 80%, with operating margins near 75%, from fiscal 2028 through fiscal 2030, under a new financial model built around long-term supply agreements. The company, which focuses on …

Nitish Kishor | 14 August 2026

T Rowe Price Expects Years-Long Effort to Reverse Client Outflows

T Rowe Price, the $1.9 trillion asset management firm, reported net outflows of $6.5 billion for the quarter ending June 30, marking its 21st consecutive quarter of redemptions, though the figure represented a moderation from the two prior quarters. Chief executive Rob Sharps said …

Nitish Kishor | 14 August 2026

Supernus Pharmaceuticals CSO Reports PSU Vesting and Share Withholding

Padmanabh P. Bhatt, Senior Vice President of IP and Chief Scientific Officer of Supernus Pharmaceuticals, Inc., filed a Form 4 on August 14, 2026, disclosing transactions in common stock on August 12, 2026, related to the vesting of Performance Share Units.

Aditi Sarkar | 14 August 2026

Supernus Pharmaceuticals CMO Reports PSU Vesting and Share Withholding

Jonathan Rubin, SVP and Chief Medical Officer of Supernus Pharmaceuticals, Inc., filed a Form 4 on August 14, 2026, disclosing transactions in common stock dated August 12, 2026, related to the vesting of Performance Share Units.

Shwetambri Chauhan | 14 August 2026

Supernus Pharmaceuticals CEO Vests Performance Share Units

Jack A. Khattar, President and CEO of Supernus Pharmaceuticals, Inc. (NASDAQ:SUPN), filed a Form 4 on August 14, 2026, reporting the vesting of Performance Share Units and a related tax withholding transaction dated August 12, 2026.

Aditi Sarkar | 14 August 2026
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