Micron's fiscal Q4 revenue surged 379% year-over-year to $54.23 billion, driven by AI memory demand. The results signal a structural shift in semiconductor economics with direct implications for crypto mining...
BofA Global Research argues that the biggest threat to U.S. stocks is not rising bond yields but the market's reliance on the 'AI put' — the belief that relentless AI...
Synopsys and OpenAI announced a multi-year partnership to develop GPT-Synopsys, an AI model for chip design. Synopsys raised its fiscal 2027 revenue growth guidance to 15%, above consensus, sending shares...
Micron reported Q4 revenue of $54.23 billion, beating the $50.58 billion consensus, and guided next quarter to $60–63 billion versus $56.8 billion expected. The AI-driven memory upcycle validates compute scarcity...
US equities closed mixed as the Dow fell 0.86% and the S&P 500 lost 0.25%, while the Nasdaq gained 0.24%. Intel surged 3.71% on semiconductor optimism, with Apple, Nvidia and...
Roche's experimental oral multiple sclerosis treatment has received FDA priority review, shortening the regulatory clock and raising the probability-weighted value of a key pipeline asset. The designation could pull forward...
A new chart analysis shows that the 'sell in May and go away' strategy has underperformed a simple buy-and-hold approach, as investors miss out on summer rallies. This reinforces the...
Hapag-Lloyd's decision to submit a revised proposal for ZIM Integrated Shipping has revived takeover speculation and lifted the Israeli carrier's shares. The move reframes ZIM as a merger-arbitrage candidate and...
Liquidia shares fell sharply after a federal court ruling in its patent dispute with United Therapeutics, threatening the launch of its PAH drug Yutrepia. The decision reinforces United Therapeutics' competitive...
Citi has opened new Buy ratings on Nuvation Bio and Jazz Pharmaceuticals, citing oncology pipeline prospects. The call favors a barbell strategy pairing speculative clinical catalysts with commercial-stage cash flow,...
A new study finds former NFL players are nearly four times as likely to die with brain damage, reigniting safety debates. While the news is primarily cultural, it carries potential...
Bernstein analysts argue that Celestica, a key networking supplier to Google and OpenAI, is undervalued as data center networking becomes the new bottleneck in AI infrastructure. The stock could see...
Meta Platforms has avoided billions in federal taxes by classifying its data centers as experimental facilities, leveraging R&D tax rules. The strategy raises questions about Big Tech tax planning and...
Geely's Lynk & Co launched the new Lynk 20 electric SUV at a starting price of 118,800 yuan, as the brand resets its growth strategy under new sales leadership. The...
Goldman Sachs' board is discussing a succession plan that could make President John Waldron CEO by late 2027, with David Solomon possibly moving to executive chairman. The move signals strategic...
Jabil reports fiscal 2026 results on September 30 and will guide for fiscal 2027. AI data center revenue hit $13.6 billion, but the stock has lagged. Investors want to know...
Talen Energy is handing the CEO role to an internal successor as Mac McFarland retires. The transition matters because power producers have become a core AI-infrastructure trade, and leadership continuity...
Boeing has won a $20 billion U.S. Navy contract to develop a new stealth fighter, its second major stealth jet program. The deal boosts Boeing's defense backlog and could lift...
Capricor Therapeutics rallied after longer-term study results suggested deramiocel's benefits for Duchenne muscular dystrophy cardiomyopathy may persist over time. The data strengthens the durability case that regulators and payers scrutinize,...
Concentrix announced it expects new business revenues to exceed $6 billion in 2027 and targets a 2.2x net leverage ratio. The guidance signals confidence in growth and deleveraging, with implications...
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