SanDisk (NASDAQ: SNDK) and Kioxia have renewed their flash memory joint venture for another five years, a strategic move aimed at securing advanced 3D NAND production capacity and supply chains through 2034 to meet the explosive storage needs of artificial intelligence.
Panera Bread is closing its Franklin, Mass., fresh dough production plant next month, eliminating 92 positions, as the company shifts to a centralized 'bakery-operating model' that will change how bread is prepared in its restaurants nationwide.
As AI agents flock to a dedicated social platform, creating their own cultures and discussing independence, tech billionaire Bryan Johnson warns of unforeseen consequences, comparing the phenomenon to a mirror of humanity's own impulses.
Facing rising churn and fierce competition, Verizon's new leadership is pivoting from unpopular price hikes to a customer-centric strategy, leveraging AI and convergence to rebuild trust and retain subscribers.
Personal finance expert Dave Ramsey joins critics in dismissing the concept of a 50-year home loan, arguing it offers minimal monthly savings while drastically increasing long-term costs and risks for homeowners.
Chinese EV maker NIO Inc. is hitting new operational highs, reporting record quarterly deliveries and improving margins as its multi-brand strategy gains traction. With a strengthened balance sheet and a global expansion underway, analysts debate whether the company is nearing a crucial inflection point.
As Ford Motor Company takes a massive charge on its electric vehicle business, a bullish investment thesis is gaining traction, arguing the automaker's strategic shift toward hybrids and profitable segments could unlock long-term value.
Amid a challenging environment for traditional energy, Natural Resource Partners L.P. (NRP) is generating robust free cash flow from its vast mineral rights portfolio, aggressively paying down debt, and positioning for a potential dividend resurgence. With a unique asset base including carbon sequestration rights, some analysts see a compelling value story unfolding.
As the healthcare industry accelerates its shift to value-based care, Privia Health Group's physician-enablement platform is drawing investor attention for its scalable, asset-light approach and strong financial profile, with some analysts seeing significant upside potential.
Ziff Davis (ZD) shares are attracting value investors with a seemingly cheap valuation and potential asset sales. However, underlying concerns about revenue quality, customer churn, and existential threats from AI-driven search shifts paint a more complex picture for the digital media conglomerate.
SiTime Corporation (NASDAQ: SITM), a leader in MEMS-based timing solutions, is attracting bullish attention as its technology becomes increasingly critical for AI infrastructure and high-performance computing. With strong recent financials and strategic expansion, the company is navigating both opportunities and risks in a complex semiconductor landscape.
Once known as SMART Global, Penguin Solutions is undergoing a radical transformation into a designer of AI superclusters. With a key investment from SK Telecom, the company aims to prove its specialized engineering can compete in a crowded field.
A significant insider stake at ikeGPS Group Limited signals strong alignment with shareholders, but also concentrates risk. We analyze the ownership structure and what it means for the future of the NZ-listed tech firm.
Despite a historic drop in coal-fired electricity generation, China saw a surge in proposed new and reactivated coal power projects last year, highlighting a strategic push for energy security even as renewables rapidly expand.
As Lifeway Foods posts steady growth, a bitter, years-long family conflict over control of the company raises red flags for investors, highlighting the risks inherent in tightly held family businesses.
A deep dive into the bullish investment thesis for American Resources Corporation (AREC), which hinges on its proprietary rare earth processing technology and a pivotal $1.4 billion U.S. government partnership aimed at reducing reliance on China.
A new national survey reveals a significant majority of American voters believe the rollout of artificial intelligence is happening too rapidly, coupled with profound doubts about federal regulators' capacity to oversee the technology effectively.
Centrus Energy is transforming its Tennessee facility into a high-volume manufacturing hub for advanced centrifuges, a strategic move aimed at bolstering domestic uranium enrichment capacity and reducing foreign reliance in line with national energy security objectives.
Pfizer has secured global rights to Novavax's Matrix-M adjuvant technology, aiming to develop new vaccines for infectious diseases as it seeks to diversify its portfolio beyond pandemic-related sales.
HCA Healthcare, the nation's largest hospital operator, is navigating post-pandemic challenges with a strategy focused on operational efficiency and technology adoption. As labor costs moderate, analysts point to significant margin expansion potential driven by AI deployment across its vast network.
