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MU stock surges 15% on record Micron Q3 revenue and HBM4 ramp
Micron Technology NASDAQ MU beats Q3 estimates with $41.46B revenue as 16 Strategic Customer Agreements lock in $100B and HBM4 ramps. Read full analysis.
Acuity Q3 beat reframes the AIS thesis as data center exposure compounds
Acuity Inc. NYSE AYI surges 21 percent on Q3 beat as Intelligent Spaces growth and data center exposure reframe the smart-building investment case. Read more.
Stakk (ASX:SKK) hits A$26m revenue run rate, but cash conversion must prove the rerating
Stakk has an A$26m revenue run rate and 85%+ margins. The test is whether ASX:SKK can convert major contracts into recurring cash.
SK hynix targets $29.4bn Nasdaq raise as AI memory investment accelerates
SK hynix plans a historic $29.4 billion Nasdaq raise to expand AI memory capacity. Discover what the listing means for Nvidia, Micron and Samsung.
Could DRAM and advanced packaging make AMAT a bigger AI infrastructure winner?
Applied Materials’ new DRAM, packaging and eBeam systems strengthen AMAT’s role in AI chip manufacturing, HBM scaling and semiconductor equipment growth.
Can Oracle’s artificial intelligence boom justify 21,000 fewer workers and negative cash flow?
Oracle reduced its global workforce by approximately 13% while committing unprecedented capital to artificial intelligence data centres, creating a sharp divide between shrinking traditional roles and expanding cloud infrastructure ambitions.
STT Tata Delhi data centre fire exposes recovery gaps after Google Cloud disruption
A fire at the STT-Tata Delhi data centre has disrupted Google Cloud and raised fears of long-term data loss. Read what it means for resilience across India.
Strategy stock falls below $100 to two-year low as STRC preferred breaks par and Bitcoin treasury funding model faces first real stress test
Strategy stock falls below $100 to two-year low as STRC preferred breaks par, dividend coverage shrinks to 14 months, MSCI delisting risk grows. Read more.
Why Baker Hughes’ 500 MW geothermal plan could matter beyond the energy transition
Baker Hughes’ 500 MW geothermal agreement links BKR to clean baseload power, AI data centre demand and financeable energy-transition infrastructure.
EXL to acquire iMerit in $310m deal to deepen enterprise AI and model evaluation strategy
EXL’s $310 million iMerit acquisition strengthens its enterprise AI stack with model evaluation, reinforcement learning and foundation model expertise.