Browsing Tag
Micron
6 posts
Nvidia (NVDA) rises on Kyber denial but trails AMD and Broadcom as Rubin Ultra cadence questioned
Nvidia (NVDA) denies SemiAnalysis report that Kyber rack for Rubin Ultra slips to 2028, but stock lags AMD, Broadcom as roadmap doubts build. Read more.
Good news, bad market: how 172,000 jobs triggered the worst chip day since 2020
A blowout 172K jobs report sparked Fed rate-hike fears and a chip rout, sending the Nasdaq down 4% and the semiconductor index to its worst day since 2020.
Anthropic’s $965bn mark resets the AI race as an October IPO looms
Anthropic's $65 billion Series H values it at $965 billion, leapfrogging OpenAI as Micron, Samsung, and SK hynix join the compute arms race. Read more.
The megawatt migration: Why America’s energy grid is chasing jobs, not just demand
States like Georgia are using grid strategy to attract megaprojects. Find out how U.S. energy planning is now driving jobs and industrial growth.
Are Tesla and Apple losing their shine as Wall Street’s AI trade broadens?
Wall Street shifts focus from the Magnificent Seven to rising AI leaders like Broadcom, Oracle, and Palantir. Find out where investor flows are heading.
The semiconductor revolution: L&T Semiconductor is ready to lead India’s tech transformation
In a bold move signaling the rise of India as a tech manufacturing powerhouse, Larsen & Toubro’s semiconductor…