Micron received an inferencing-led analyst upgrade yesterday. On last night's earnings call, Oracle Chairman Larry Ellison pointed to massive inferencing demand in the future. Oracle's demand guide ...

BlackSky Technology stock gained ground today in conjunction with bullish momentum for the broader market. Hopes that trade-war and debt-ceiling disputes will be resolved helped power gains for stocks ...

Plus. the “cobot” revolution, Musk’s xAI supercomputer bonanza and how AI is complicating career advice, in this edition of the Technology newsletter. Plus, world-building in AI, the brewing Zuck vs.