Quick Read - SNDK's NAND flash surge delivered 251% revenue growth while MU's HBM leadership drove 346% growth, both fueled by accelerating AI infrastructure demand. - Micron trades at just 6x forward earnings with 80% operating margins and HBM already shipping at high volume to...</stron
Dell, Micron, and SanDisk shares fall sharply amid doubts over sustained demand for AI infrastructure and rising memory costs. Shares of AI-linked hardware and chip stocks declined Wednesday as investors locked in gains from a prolonged rally. Dell Technologies dropped as
Quick Read - JNJ raised full-year guidance and absorbed $330M in talc charges while Pfizer bet $7B on GLP-1 obesity assets to offset collapsing COVID revenue. - JNJ's 64-year dividend streak, 46% payout ratio, and $21B free cash flow target make talc litigation noise a buying...<
IBM employees watch $400 million vanish as stock hits worst day — a reminder about holding too much company stock While the SpaceX IPO turned thousands of current and former employees into millionaires (1), not every staff shareholder story has the same happy ending. Take,
Apple sues OpenAI over alleged trade secret theft Apple has filed a lawsuit against OpenAI, alleging the company stole trade secrets. The lawsuit claims OpenAI instructed staff hired from Apple on how to steal trade secrets, which could impact OpenAI's reputation a
Quick Read - AST SpaceMobile grew Q1 revenue 1,952% year over year, while Firefly Aerospace is guiding for between $420 million and $450 million in 2026 revenue backed by Space Force contracts. - Commercial companies now drive 80% of the $625 billion space economy, a complete...<
Three Wall Street analysts cut MSFT price targets as the stock lags 21% over the past year due to AI-related uncertainties. Three Wall Street analysts reduced their price targets for Microsoft (MSFT) on Wednesday, citing growing concerns over disruptions tied to artificial
26 employees allege Meta used automated systems to penalize workers on protected leave during mass layoffs earlier this year. Meta Platforms Inc (NASDAQ:META) is being sued by 26 employees who claim the company used AI tools and automated workplace metrics to select worker
Citi raises AAPL price target to $365, citing 25% smartphone market share and resilient pricing power amid industry decline. Citi analyst Asiya Merchant increased Apple’s price target to $365 from $315, maintaining a buy rating and projecting 16% upside. The revision follo
The cybersecurity leader's double-digit jump wasn't about a new product or a big contract, but something much bigger. If you blinked on Tuesday, you might have missed it CrowdStrike (CRWD) shares surged +12.1%, closing the session at a new 52-week high of $210.73. A
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