Micron quadruples year-to-date. Wall Street mostly thinks Wednesday’s earnings will live up to the hype
Several Wall Street firms are considerably above consensus estimates.
Micron quadruples year-to-date. Wall Street mostly thinks Wednesday’s earnings will live up to the hype
Several Wall Street firms are considerably above consensus estimates.
Dan Niles says he’s backing away from hyperscalers, trimming chip stocks
‘I kind of see a speed bump coming,’ the investor said.
Dan Niles says he’s backing away from hyperscalers, trimming chip stocks
‘I kind of see a speed bump coming,’ the investor said.
SpaceX signs computing power deal with open-source AI startup Reflection worth up to $6.3 billion
SpaceX has turned its Colossus data center into a commercial computing power platform, landing recent deals with Anthropic, Google and Cursor.
Treasury Department authorizes Iranian oil sales through August
Iranian supertankers have switched on their transponders, after going dark during the war, as they depart the Persian Gulf loaded with oil.
SpaceX kicks off bond sale days after record IPO, discloses over $100 billion cash pile
SpaceX on Monday unveiled a senior unsecured notes offering and said it held about $100.8 billion in cash.
Chevron to fuel massive Microsoft data center in Texas using natural gas
Microsoft’s embrace of natural gas shows a willingness to invest in fossil fuels to meet the power demand needed in its data centers.
Vance hails ‘great progress’ in U.S.-Iran talks despite ‘threatening’ and ‘whining’
JD Vance said U.S.-Iran talks in Switzerland made progress, with Tehran agreeing to allow IAEA inspectors back into Iran.
Tencent tests AI assistant in China’s most popular app as it looks to catch up with rivals
WeChat is an indispensable part of daily life in China and Tencent is trying to tap into its huge user base to expand use of its AI services.
