Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
The rapid adoption of AI is highlighting the limitations of fragmented data storage environments in enterprises, leading to challenges in maintaining data visibility, governance, and security. In response to these issues, Ciphertex Data Security has introduced AI•S, a software-defined storage platform aimed at providing centralized control and discovery across on-premises, edge, and cloud resources without necessitating full data consolidation. This platform facilitates the management of...
Stock futures pointed lower Monday after the S&P 500 and Nasdaq Composite snapped three-week winning streaks, with semiconductor stocks among the biggest decliners.
The memory maker's stock has surged 234% this year, handily outpacing the gains of AI processor designers.
Aug 24 (Reuters) - S&P 500 and Nasdaq futures slipped on Monday as investors prepared for a pivotal week marked by the prospect of fresh U.S. sanctions on Iran, Federal Reserve Chair Kevin Warsh's
Micron Technology, Inc. believes the memory market’s violent boom-and-bust cycle is over—thanks to artificial intelligence.CEO Sanjay Mehrotra says memory has officially shifted from a commodity to the “strategic infrastructure of the AI era,” with data-center clients currently demanding 50% more...
↘️ Alibaba (HK:9988, BABA): The Chinese tech giant launched a $10.2 billion share sale at a sharp discount to invest in AI. Its stock fell more than 8% in Hong Kong. ↘️ Samsung Electronics (KR:005930): Shares tumbled more than 8% in South Korea.
Artificial intelligence (AI) stocks are leading to a divide among Wall Street's savviest billionaire investors.
The famous investor dumped three top chip stocks and bought another one with a clear near-term catalyst.
Micron Technology Inc. (NASDAQ:MU) CEO Sanjay Mehrotra said memory supply shows no sign of catching up with artificial intelligence-driven demand, citing long-term customer agreements locking in years of committed supply as evidence that the current boom is structural, not cyclical. ‘We See No End’ “We see no end when supply catches up with demand, and the demand continues to grow,” Mehrotra told CNBC‘s Jim Cramer on Friday. He said Micron’s five-year customer agreements, which can be extended,
Here are three growth leaders with strong tailwinds: Arista Networks, Micron, and Eli Lilly.
History says the market will eventually collapse, but this time does look different.
Micron says the memory cycle is broken. Its own books once told a different story.
CNBC commentator Jim Cramer recently pointed to a growing disconnect between the stock market and the underlying economy as concerns over the economic outlook intensify. Cramer expressed his concerns from the construction site of Micron Technology Inc.‘s new semiconductor fabrication...
Micron customers handed over billions in binding deposits and are begging for memory Micron cannot yet produce, yet three of the company's top executives chose that exact moment of peak demand to quietly unload their own shares.
Cramer says Micron and three other memory chip stocks still have room to run.
Wall Street just handed Micron a near-unanimous buy rating while its forward earnings multiple sits in value-stock territory, and the reason why challenges everything investors thought they knew about the boom-bust memory cycle.
Costco still has plenty of revenue growth potential as it looks to international markets to set up new warehouses and boost sales.
Micron and Sandisk dominate the high-bandwidth memory, DRAM, and NAND flash markets.
Can Micron shares keep climbing higher from here?
Investing.com -- Rising memory chip costs are pushing up the price of servers that use Nvidia Corp’s artificial intelligence chips, with some of the chipmaker’s biggest customers facing increases of more than 15%, Bloomberg News reported on Saturday, citing people familiar with the matter.
Investing.com -- Hedge funds and mutual funds both added shares of Bloom Energy, Flex and Seagate Technology last quarter, Goldman Sachs said, as the two investor groups selectively adjusted their exposure to artificial-intelligence-related equities even as they diverged sharply on other AI names.
