Nvidia’s Rubin Ultra Memory Downgrade Could Boost Micron’s HBM Sales, UBS Says
UBS analyst Timothy Arcuri says Nvidia has moved to "de-spec" its upcoming Rubin Ultra chip, testing versions with less memory…
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Microsoft stock could rally another 30%, Bernstein analyst says
Microsoft shares have climbed 30% since strong fiscal fourth-quarter results, and Bernstein analyst Mark Moerdler expects another 30% rally, raising…
Intel Announces $15 Billion Stock Offering as AI Chip Demand Surges
Intel announced a $15 billion common stock offering on Monday to fund its response to surging AI chip demand, and…
CrowdStrike, Palo Alto Networks hit record highs after Black Hat conference
CrowdStrike and Palo Alto Networks shares jumped more than 5% to record highs on Monday after the Black Hat cybersecurity…
Archer Aviation to buy three Boeing units as Boeing takes 19.75% stake
Archer Aviation agreed to buy three Boeing businesses covering air taxis, drones and autonomous-flight technology, sending its stock up more…
