Micron (MU) Fell 7%. Is the AI Memory Trade Now Too Expensive?

Micron Technology, Inc. (NASDAQ:MU) fell 7% to $940.76 on August 19 amid a semiconductor selloff as rising bond yields ...

NVIDIA Corporation (NVDA) & Advanced Micro Devices (AMD): Nvidia Might Ship AI Chips With Less Memory. AMD Says It’s Not Worried

NVIDIA Corporation (NASDAQ:NVDA) is weighing a step that would have seemed unthinkable a year ago: shipping its ...

ConocoPhillips (COP) Beats Earnings and Names New CEO While Exxon Mobil (XOM)’s Record Profit Falls Short

ConocoPhillips (NYSE:COP) pulled off that strong quarter even as production slipped nearly 6% to 2.25 million barrels of oil ...

UGI (UGI) Closed 9.4% Higher on a Reported KKR Bid. Does $42.50 Fully Value Its AI-Power Opportunity?

UGI Corporation (NYSE:UGI) closed 9.4% higher at $38.39 on Tuesday following The Wall Street Journal’s report that KKR & Co.

Meta Platforms (META) Undercuts Anthropic and OpenAI on Price With New Coding Agent

Muse Code comes in two pricing tiers: one matches Meta Platforms, Inc. (NASDAQ:META)’s general Muse Spark model, and a second ...

Mercury Systems (MRCY) Booked $660 Million. Why Did its Shares Fall More than 10% After Hours?

Mercury Systems, Inc. (NASDAQ:MRCY) reported record orders, but the results exposed the gap between defense demand and ...

Microsoft (MSFT)’s Betting Big on Its Own AI Chips. Is It Already Too Late?

Microsoft Corporation (NASDAQ:MSFT) has spent years watching Google and Amazon build their own AI chips while it stayed ...

Space Exploration Technologies (SPCX) vs. NVIDIA Corporation (NVDA): SpaceX Beats on Revenue, But AI Spending Steals the Show

Space Exploration Technologies Corp. (NASDAQ: SPCX) beat Wall Street’s revenue estimates in its first earnings report since ...

argenx SE (ARGX) Won Its Phase 3 Myositis Trial. How Much Does the Subgroup Miss Matter?

For argenx SE (NASDAQ:ARGX), the strongest part of the readout is the IMNM result. The subgroup recorded a 14.8-point ...

Lufax (LU) Narrowed Its Loss 86%. Was the Improvement Mostly Tax-Driven?

Lufax Holding Ltd (NYSE:LU) narrowed its second-quarter net loss by 86.2% to RMB82 million from RMB594 million a year earlier ...

VNET Group (VNET) Is Expanding Rapidly. Can It Finance the AI Data-Center Buildout?

VNET Group, Inc. (NASDAQ:VNET) reported fast growth from its AI data-center buildout, but the expansion intensified financial ...

Hesai (HSAI) Is Moving Beyond LiDAR. Can Robotics Become a Second Profit Pool?

Hesai Group (NASDAQ:HSAI) reported second-quarter revenue of RMB860.8 million, up 21.9%, as total LiDAR shipments increased ...