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Micron Rally Faces a Reality Check Ahead of Sept. 30 Earnings

Wall Street is watching whether $100 billion of take‑or‑pay deals, early HBM4 sales and the December end to buyback limits will convert record quarterly results into durable 2027 guidance.

7 ARTICLES

4d ago

AMD Tops $1 Trillion Valuation on Confirmed AI Data‑Center Wins

49 ARTICLES

5d ago

Micron Says HBM Sold Out Through 2027 and Has Secured Roughly $100 Billion in Take‑or‑Pay Deals

107 ARTICLES

6d ago

AMD Briefly Tops $1 Trillion After Five-Day AI-Driven Rally

3 ARTICLES

last wk.

Ackman Makes Microsoft a Core Holding as Pershing Square Reweights Into Big Tech

25 ARTICLES

last wk.

Micron Guides to $50 Billion Quarter as AI Memory Surge Drives Record Margins

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last wk.

Abel Deepens Berkshire’s Bet on Alphabet, Raising Tech Concentration

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last wk.

SK Hynix Weighs U.S. Fab Options as Shares Jump on Intel Talks and Solidigm Report

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last wk.

Micron Rockets on AI Memory Sales as India Plant Starts Production Ahead of September 30 Report

14 ARTICLES

last wk.

Broadcom Stands by $115B/$230B AI Revenue Targets as Chip Stocks Slip

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last wk.

Oracle’s AI Bookings Validate Growth as Cash Burn and Heavy Financing Cloud the Outlook

55 ARTICLES

last wk.

Micron Shares Slip After AI Leaders Urge Slower Model Build-Out

42 ARTICLES

2w ago

Nvidia Expands From Chip Seller to Finance Hub as Revenue and Guidance Surge

9 ARTICLES

2w ago

Marvell Raises Revenue Targets as Google Warrant Ties Long‑Term Upside to $120 Billion in Sales

35 ARTICLES

2w ago

Nvidia Reiterates 70% Growth as Broadcom Ships OpenAI XPU and AI Chip Demand Hits Supply Limits

21 ARTICLES

2w ago

Broadcom Reports Record $16.7 Billion AI Quarter as Investors Worry It Can Meet Demand

12 ARTICLES

2w ago

SanDisk Added to S&P 100 as Stock Jumps after Blowout Quarter

Technology Stocks

Micron Rally Faces a Reality Check Ahead of Sept. 30 Earnings

AMD Tops $1 Trillion Valuation on Confirmed AI Data‑Center Wins

Micron Says HBM Sold Out Through 2027 and Has Secured Roughly $100 Billion in Take‑or‑Pay Deals

AMD Briefly Tops $1 Trillion After Five-Day AI-Driven Rally

Ackman Makes Microsoft a Core Holding as Pershing Square Reweights Into Big Tech

Micron Guides to $50 Billion Quarter as AI Memory Surge Drives Record Margins

Abel Deepens Berkshire’s Bet on Alphabet, Raising Tech Concentration

SK Hynix Weighs U.S. Fab Options as Shares Jump on Intel Talks and Solidigm Report

Micron Rockets on AI Memory Sales as India Plant Starts Production Ahead of September 30 Report

Broadcom Stands by $115B/$230B AI Revenue Targets as Chip Stocks Slip

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Technology Stocks

Oracle’s AI Bookings Validate Growth as Cash Burn and Heavy Financing Cloud the Outlook

Micron Shares Slip After AI Leaders Urge Slower Model Build-Out

Nvidia Expands From Chip Seller to Finance Hub as Revenue and Guidance Surge

Marvell Raises Revenue Targets as Google Warrant Ties Long‑Term Upside to $120 Billion in Sales

Nvidia Reiterates 70% Growth as Broadcom Ships OpenAI XPU and AI Chip Demand Hits Supply Limits

Micron Posts Record Revenue and Guides Higher Ahead of September 30 Earnings

Oracle Beats Estimates as AI Contracts Lift Backlog to $664 Billion

Intel Reportedly Plans Roughly 10% CPU Price Hike and Portfolio Trim

Broadcom Reports Record $16.7 Billion AI Quarter as Investors Worry It Can Meet Demand

SanDisk Added to S&P 100 as Stock Jumps after Blowout Quarter

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Technology Stocks