HBM demand surges, shortages may last to 2027–2028, and Micron’s upside persists. Click here to read my most recent analysis.
Samsung Electronics Co.’s quarterly profit more than tripled to a record high after global demand for AI servers sharply lifted memory chip prices. South Korea’s largest company reported a preliminary ...
The stock prices of RAM and NAND manufacturers surged yesterday, with Micron Technology (Nasdaq: MU) up 10%, Sandisk Corporation (Nasdaq: SNDK) up 27%, Western Digital Corporation (Nasdaq: WDC) up 16% ...
Apple faces a structural margin headwind from surging DRAM and NAND prices driven by AI server demand, threatening its premium valuation. With 74% of revenue tied to hardware, Apple's exposure to ...
OK, brace yourself for this one, peeps. Linus Torvalds, the software developer who created the Linux operating system and one of the most iconic figures in the indy computing scene, says the bad rep ...
Imagine turning on your PC and…nothing happens. No desktop, no icons, no apps. That’s what life would look like without an operating system (OS), the invisible star of every computer. An operating ...
HAWTHORNE, Calif.--(BUSINESS WIRE)--OSI Systems, Inc. (NASDAQ: OSIS) (the “Company” or “OSI”) today announced its intention to offer, subject to market and other conditions, $400 million aggregate ...
Traditional 60/40 portfolios face pressure from market volatility. Halo Investing CEO Matt Radgowski discusses how Structured Notes bridge conventional investments and alternatives. The platform's ...
Next era of Canva combines a supercharged Visual Suite, world-first design AI, and powerful tools to grow your brand SYDNEY--(BUSINESS WIRE)--Canva, the world’s only all-in-one visual communication ...
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