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Micron's HBM Sellout Fails to Lift Intel and AMD: Three Key Reasons
Stocks
Micron's HBM Sellout Fails to Lift Intel and AMD: Three Key Reasons
Micron's blockbuster Q3 earnings and HBM sellout drove its stock higher, but Intel and AMD failed to follow. Stretched v
BlackBerry Soars 22% on First Positive Cash Flow in Nine Years, Raised FY2027 Outlook
Stocks
BlackBerry Soars 22% on First Positive Cash Flow in Nine Years, Raised FY2027 Outlook
BlackBerry shares jumped over 22% after reporting Q1 revenue of $152.9M, its first positive operating cash flow in nine
Apple Stock Drops 5% as AI-Driven Memory Costs Force Mac, iPad Price Hikes
Stocks
Apple Stock Drops 5% as AI-Driven Memory Costs Force Mac, iPad Price Hikes
Apple raised prices on Mac and iPad models as AI-driven memory costs surge, sending shares down nearly 5%. The move sign
Western Digital Stock Up 264% in 2026, but Valuation and Technical Risks Mount
Stocks
Western Digital Stock Up 264% in 2026, but Valuation and Technical Risks Mount
Western Digital stock has soared 264% in 2026, but with a forward P/E of 67 and bearish technical divergence, investors
SaaS Stocks Plunge Up to 87% as AI Disruption Fears Trigger Valuation Reset
Stocks
SaaS Stocks Plunge Up to 87% as AI Disruption Fears Trigger Valuation Reset
Software stocks including INTU, ADBE, TTD, and CRM have plunged 43-87% year-to-date, trailing the S&P 500 amid fears tha
Micron's $22B in Supply Deals Signals Memory as AI's Next Critical Constraint
Stocks
Micron's $22B in Supply Deals Signals Memory as AI's Next Critical Constraint
Micron's record $41.5B quarter and $22B in customer commitments signal memory as AI's next bottleneck, with tight supply
IAG and Rolls-Royce Surge on Fuel Cost Relief and AI-Linked Demand
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IAG and Rolls-Royce Surge on Fuel Cost Relief and AI-Linked Demand
IAG shares hit 488p as jet fuel prices fall 24%, boosting margins; Rolls-Royce reaches record 1,532p on civil aviation r
FTSE 100 Rises 0.3% as 3i, Retailers, and easyJet Takeover Buzz Lift Sentiment
Stocks
FTSE 100 Rises 0.3% as 3i, Retailers, and easyJet Takeover Buzz Lift Sentiment
The FTSE 100 rose 0.3% and the FTSE 250 climbed 0.7% on Thursday, supported by strong corporate updates from financial a
Micron's $22B Commitments and Record Earnings Reinvigorate Global AI Chip Rally
Stocks
Micron's $22B Commitments and Record Earnings Reinvigorate Global AI Chip Rally
Micron's blockbuster earnings and $22 billion in customer commitments reignited the AI trade, driving a global chip rall
Amazon Commits $13B More to India as AWS and AI Demand Surge
Stocks
Amazon Commits $13B More to India as AWS and AI Demand Surge
Amazon announces $13B incremental investment in India through 2030, expanding AWS data centers, custom AI chips, and e-c
Qualcomm Targets $15B in Data Center Sales by 2029 as AI Shift Accelerates
Stocks
Qualcomm Targets $15B in Data Center Sales by 2029 as AI Shift Accelerates
Qualcomm aims for $15 billion in data center revenue by 2029, up from a $5 billion target for 2027, as it pivots from sm
SK Hynix Surges 11% on $29.4B Nasdaq ADR Plan; AI Memory Rerating in Focus
Stocks
SK Hynix Surges 11% on $29.4B Nasdaq ADR Plan; AI Memory Rerating in Focus
SK Hynix shares surged 11% on plans for a $29.4 billion Nasdaq ADR listing, raising hopes that Wall Street will revalue