Micron, Sandisk and other chip stocks get major boosts in the wake of Microsoft’s earnings
THE SO WHAT
Memory and storage names ripping on Microsoft’s AI spend underscores that the AI trade is no longer just about GPUs—HBM, NAND, and supporting silicon are now direct beneficiaries. Infra buyers should expect tighter supply and firmer pricing across the memory stack and lock in key components earlier in their roadmap.
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Deep & Emerging TechAmazon researchers link the compromises of four npm packages, including axios, over the past 18 months to the North Korea-linked group tracked as Sapphire Sleet
Four compromised npm packages over 18 months—via social engineering of maintainers—reinforces that your software supply chain risk now includes upstream humans, not just code. Lock down dependency policies, pin and mirror critical packages, and assume popular OSS components are active targets for state-linked actors.
Deep & Emerging TechNIST’s Andrew Regenscheid Explains the Transition to Post-Quantum Cryptography
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Deep & Emerging TechNRL Expands Quantum Research Efforts Across Sensing, Computing and Networking
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Deep & Emerging TechNHS England admits its paperwork hid that Palantir staff can see identifiable patient data
NHS England’s admission that documentation obscured Palantir staff access to identifiable patient data is a governance failure, not just a PR issue. If you handle sensitive data with external platforms, assume every undisclosed access path will surface—tighten contracts, logs, and comms before regulators or the press do it for you.