Is Micron’s AI Gold Rush a Perfect Storm?
Micron Technology soared by more than 42.98% over the last 30 days, a jaw-dropping rally even by tech’s feverish standards. The reason? Artificial intelligence and specifically, the voracious appetite for memory chips powering the world’s new AI data centers.
But beneath the surface of the AI euphoria, do the fundamentals justify the soaring share price?
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Will Apple Catch Up To The Mag 7?
Apple shares climbed late last week on Wall Street’s growing belief that the company may have defused one of its biggest political risks, the ongoing tariff standoff with the Trump administration.
The breakthrough comes after Apple announced an eye-popping $600 billion investment in the United States, a figure that instantly turned heads in Washington and on Wall Street.
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This Move Might Reshape the Future of the Chip Industry
Lip-Bu Tan hasn’t been in the driver’s seat at Intel for long, but the new CEO is already making it clear that the era of open-ended spending is over. If Intel’s bleeding-edge chip manufacturing can’t justify its existence with real customer demand, it won’t get more money, period.
That kind of financial discipline might sound like corporate buzzkill,
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Is Ambiq the Answer to AI’s Biggest Blind Spot?
AI might be the future, but that future has a power problem. For all the fanfare surrounding generative AI, one inconvenient truth continues to lurk in the background, which is it consumes an extraordinary amount of energy.
And unless someone cracks the code on power efficiency, scaling AI beyond the data center and into billions of edge devices will remain an expensive dream.
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IBM’s Quantum Breakthrough Could Be a Turning Point
IBM has been tinkering with quantum computing longer than most of today’s retail investors have even been in the market. For decades, the company’s message has been quantum is coming, and when it arrives, it will change everything from chemistry to finance. The problem? The finish line has always felt just out of reach, perpetually ten years away.
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Read MoreThe Burst
This AI Darling Doubled Revenue, So Why Aren’t Profits Showing Up?
SoundHound AI has been one of the market’s more surprising winners in the AI boom. The conversational AI technology has found its way into restaurants, cars, healthcare systems, and even financial institutions.
Over the past year, the stock has soared nearly 3x as revenue growth has consistently blown past expectations.
But revenue growth alone doesn’t pay the bills and while analysts loves a good growth story,
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Read MoreThe Spotlight
Could Peloton Stock Deliver a 3-Bagger Comeback?
Remember when Peloton (NASDAQ: PTON) was the crown jewel of lockdown-era stocks? In early 2021, shares soared above $160, but today, it’s trading below $7.
The plunge may be the death knell for most stocks but here’s what might surprise most investors, beneath the wreckage, there are signs of a quiet but serious transformation.
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Read MoreThe Daily
US stocks slip as Wall Street sees both good and bad in Big Tech profits, US-China relations
By STAN CHOE, AP Business Writer
NEW YORK (AP) — The U.S. stock market is drifting around its record heights on Thursday, as Wall Street sifts through mixed developments on everything from the U.S.-China trade war to profits for Big Tech behemoths.
The S&P 500 slipped 0.2% and edged a bit further from its all-time high set on Tuesday.