MU: Japanese Chipmakers Rally as Micron Earnings Boost AI Trade · Japanese chip stocks surged on Thursday, tracking a stronger-than-expected outlook from U.S. memory-chip maker Micron Technology and renewed optimism over AI-related semiconductor demand.
CRDO: Credo Technology CEO Sells Company Shares Worth $2.5 million · The CEO of Credo Technology sold company shares worth $2.5 million.
IBM Introduces Self-Hosted Deployment for IBM Bob · IBM said the self-hosted deployment is intended to help enterprises advance AI sovereignty and governance.
Tencent leases 100000 chips from Oracle · Tencent is leasing 100000 chips from Oracle in a $7 deal, according to the Financial Times. The report provided no further details.
Micron Technology Inc. (NASDAQ:MU) said Wednesday that humanoid robots could become a major driver of memory and storage demand in the years ahead. Analyst Shay Boloor believes this would be the turning point for physical AI demand.
Global factory activity boosted by AI spending boom · A surge in artificial intelligence spending has lifted global manufacturing activity.
MU: Micron: 2027 fiscal first-half capital expenditure about $25 billion, higher in second half · Micron said capital expenditure for the first half of fiscal 2027 was about $25 billion and will be higher in the second half.
Micron's CEO said the company has locked in about $150 billion in long-term orders and expects memory market supply and demand to be tighter in the next two years than in 2026.
CoreWeave unveiled Forge, a unified AI development environment, at its Fully Connected AI cloud conference. The company introduced the CoreWeave Partner Network, featuring validated technology integrations aimed at enterprise and advanced AI users, and expanded its compute lineup by adding the NVIDIA Vera CPU to support emerging AI agent workloads.
Ten Reasons Investors Are Driving Government Bond Yields Higher · Investors are driving government bond yields higher.
Robinhood Markets Unveils 24/7 Trading, AI Agents and Private-Market Push at HOOD Summit · Robinhood Markets announced 24/7 trading, AI agents and a private-market push at its HOOD Summit.
RKLB Jumps After-Hours: Rocket Lab Lands Biggest-Ever Commercial Electron Deal With 20 New Launches · Rocket Lab secured its largest-ever commercial Electron launch agreement, covering new launches for 20.
NFLX: Netflix announces collaboration with Filmin for monthly film and documentary collection · The announcement comes from an official company release via Company IR.
RKLB: Rocket Lab Secures Largest-Ever Electron Commercial Deal: 20-Launch Contract for Synspective · The agreement is Rocket Lab's largest-ever Electron commercial contract.
FERC asks grid operator PJM to revise plan to shield homes from data center costs · FERC asked PJM to revise its plan to shield homes from data center costs.
MU: Micron first-quarter revenue guidance tops expectations as AI demand stays strong · Micron's revenue guidance for the first quarter came in above expectations, with AI demand remaining strong.
Micron expects next fiscal year Q1 adjusted revenue of $60 billion-$63 billion, above market expectations · Micron (MU.O) expects next fiscal year Q1 adjusted revenue of $60 billion-$63 billion, above the market expectation of $56.77 billion.
Micron 2026 fiscal year Q4 revenue $54.229 billion · Micron (MU.O) reported 2026 fiscal year Q4 revenue of $54.229 billion, versus $11.315 billion a year earlier and $50.584 billion expected by the market.
MU: Micron Technology Reports Record Fiscal Fourth-Quarter and Full-Year 2026 Results · Micron Technology reported record fiscal fourth-quarter and full-year 2026 results.
FTC opens inquiry into Anthropic, OpenAI and others · According to the New York Post, the U.S. Federal Trade Commission (FTC) has launched a comprehensive investigation into Anthropic, OpenAI and other superintelligent models.
US consumer spending posts biggest gain in a year, core PCE up 0.2% · US consumer spending recorded its largest increase in a year, while core PCE rose 0.2%.
US core PCE monthly rate flat, slightly below forecast · The US core PCE price index monthly rate for 8 came in at 0.2%, unchanged from the prior month and slightly below the market expectation of 0.3%.
US Core PCE Annual Rate Falls Below Expectations to Six-Month Low · The US core PCE annual rate came in below expectations, hitting a six-month low.
JBL: Jabil Forecasts Full-Year Results Above Estimates on AI Data Center Demand · Jabil expects its full-year results to exceed estimates, driven by demand for artificial intelligence data centers.
ORCL: Oracle Life Sciences Data Intelligence Aids Faster Clinical Research and Commercialization · The announcement highlights the role of real-world data and AI capabilities in accelerating clinical research and commercialization.
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