Two big reasons Micron and other chip stocks are falling on Thursday
THE SO WHAT
Chip stocks reacting to Tesla’s capex cut and Lam Research’s softer forecast shows how tightly AI narratives are now coupled to actual equipment orders. If you’re planning large compute builds, recognize that your timing and guidance ripple into supplier valuations and bargaining power, via MarketWatch.
READ THE SOURCE
MORE FROM THE WIRE
Deep & Emerging TechQuest Diagnostics Reports Unauthorized Access of Patient Records
Healthcare data remains a high-value, high-regulation target—breaches here cascade into compliance, trust, and downstream AI training risk. If you touch PHI, recheck vendor access paths and logging this week, especially around third-party platforms and shared credentials.
Deep & Emerging TechChinese hackers spied on thousands of companies after breaching IT giant ConnectWise
State-aligned actors using AI agents to pivot from a single IT vendor into thousands of downstream customers turns your MSP stack into a systemic risk surface. Treat any shared management platform as a potential single point of failure and push for proof of AI-aware detection and response, not just traditional SOC tooling.
Deep & Emerging TechSecurity breach at AI aggregator exposes over 18 million files, including some very embarrassing chat records
An AI aggregator leaving 18M+ files — including identifiable, embarrassing chat logs — exposed is a preview of the privacy blowback coming to this ecosystem. Treat any third-party AI dashboard or “aggregator” as a potential data breach surface and revisit what you allow employees to paste into these tools, via TechRadar Pro.
Deep & Emerging TecheMudhra says it will exit the SSL/TLS certificate business, 1% of its revenue, after its TLS certificates with private keys of just 3 to 8 bits were compromised
A major CA walking away after shipping TLS keys as short as 3–8 bits is a reminder that trust infra can fail at the most basic layer—key generation and policy enforcement. If you run PKI or depend on third-party certs at scale, treat CA selection and cryptographic audits as an active vendor-risk surface, not a checkbox.