As the AI infrastructure race intensifies, a critical bottleneck is emerging: memory. With demand for high-bandwidth memory (HBM) skyrocketing, Micron Technology finds itself at the center of a new investment thesis, drawing comparisons to the early days of Nvidia's AI-driven ascent.
The aerospace and engine leasing specialist defied a mid-year slump with a powerful earnings beat, propelling its stock to a stellar annual gain. Now, with the launch of its FTAI Power data center initiative, the company is aiming to capitalize on the AI-driven energy crunch.
Often overshadowed by flashier tech names, glass and materials science giant Corning has secured a multi-year, $6 billion agreement with Meta Platforms to supply optical fiber for AI data centers, positioning itself as a critical but under-the-radar beneficiary of the infrastructure build-out.
Woodward, Inc. (WWD) kicked off fiscal 2026 with robust first-quarter results, driven by exceptional performance in commercial aerospace services and broad-based industrial growth. The company reported a 29% year-over-year sales increase and a 54% jump in EPS, prompting an upward revision to its annual guidance.
Uber's vast trove of real-world driving data has become the cornerstone of a new autonomous vehicle partnership with Nvidia and Mercedes-Benz, potentially reshaping its investment narrative.
A partial government shutdown has forced the Bureau of Labor Statistics to postpone the critical January jobs report, leaving Federal Reserve policymakers without a key dataset as they weigh potential interest rate cuts ahead of their March meeting.
South Korean e-commerce giant Coupang is confronting a multi-front crisis, including class-action lawsuits and regulatory probes, following a data breach impacting millions. The fallout has led to the CEO's resignation and intensified scrutiny of corporate governance and cybersecurity protocols.
The Bureau of Labor Statistics has suspended data collection and delayed the January employment report as a partial government shutdown cuts off its funding, echoing disruptions from last year's historic closure.
Micron Technology's stock surged nearly 6% Thursday, propelled by an industry-wide supply crunch for high-performance memory chips essential for artificial intelligence systems. The company's high-bandwidth memory (HBM) products are sold out through 2026.
Venezuelan oil exports jumped to nearly 800,000 barrels per day in January, rebounding from a low of 498,000 bpd in December, following a U.S. policy shift that allowed key traders to resume shipments, according to tanker tracking data.
Synthetic biology leader Twist Bioscience reported strong Q1 FY2026 results, with revenue climbing 17% year-over-year to $103.7 million. Management highlighted accelerating demand from AI-powered drug discovery and reiterated its path to adjusted EBITDA breakeven by Q4 FY2026.
Micron Technology is making a decisive shift from volatile consumer memory markets, channeling a massive $24 billion investment into Singapore to build advanced fabrication and packaging facilities aimed squarely at the booming AI data center sector.
Shopify has introduced stricter controls on how partners can use merchant data for AI training and overhauled its billing framework, moves aimed at balancing innovation with data privacy as it advances its 'agentic commerce' vision.
Snowflake announces a strategic $200 million partnership with OpenAI to integrate its AI models natively into the data cloud platform. The move aims to let enterprises query and analyze proprietary data using natural language, intensifying competition in the AI-infused data management sector.
Piper Sandler and Barclays have raised price targets for CytomX Therapeutics (CTMX), citing promising early-phase data for its experimental colorectal cancer therapy. Updated results from a larger patient cohort are expected this quarter.
Clear Street downgrades Janux Therapeutics (JANX) to Hold, slashing its price target amid concerns over a lack of durability data for its lead candidate JANX007 and rising competitive pressures, despite a recent major collaboration deal with Bristol Myers Squibb.
Google has agreed to a $135 million settlement to resolve a class-action lawsuit alleging unauthorized data collection by its Android operating system, pending court approval. The deal also mandates clearer user controls and disclosures.
Giverny Capital's latest investor letter highlights Arista Networks as a standout performer, driven by strong earnings and strategic positioning in the high-speed networking sector crucial for AI and cloud expansion.
As Nvidia prepares to report its fiscal Q4 earnings on February 25th, investors are weighing whether to buy ahead of the event. While the AI chip leader's long-term story remains compelling, a look at its recent post-earnings stock performance reveals a pattern that favors a measured approach over trying to time the market.
Tyson Foods Inc. surpassed quarterly profit expectations, driven by resilient consumer demand for chicken. This strength helped offset significant challenges in its beef division, where historic herd shortages and soaring costs have reshaped the meat industry's landscape.
