4+ day, 2+ hour ago   (766+ words) The most important change from the previous AMD set up is the management view of the market. At Citi, AMD said its total AI opportunity is potentially $2 trillion, with the server CPU opportunity in the range of $220 billion. More importantly…...

5+ day, 2+ hour ago   (844+ words) Applied Materials reported fiscal Q3 revenue of $9.12 billion, up 25% year over year. GAAP gross margin reached 50.3%, non-GAAP gross margin was 50.4%, and non-GAAP EPS rose 41% to a record $3.50. The company also generated record quarterly operating cash flow of $3.04 billion. What stands out…...

5+ day, 10+ hour ago   (508+ words) TradingKey OpenAI Deepens Next-Generation AI Chip Cooperation With Samsung, Anthropic Also Seeks Foundry Support OpenAI is deepening its semiconductor collaboration with Samsung Electronics to encompass joint production and R&D for next-generation custom AI chips, aiming to secure computing power…...

5+ day, 14+ hour ago   (550+ words) On September 8 Eastern Time, Micron Technology experienced high volatility, closing down 1.61% at $1,000.26 after failing to sustain an intraday high above $1,041. Despite persistent short-term profit-taking and resistance near key psychological levels, fundamental demand for AI memory remains robust due to high-performance…...

6+ day, 5+ hour ago   (755+ words) For fiscal Q3, Micron reported revenue up substantially to $41.46 billion from $23.86 billion in Q2, and from $9.30 billion in the same Q3 last year. Cloud Memory revenue was $13.77 billion and had an 83% gross margin. Core Data Center revenue was $11.52 billion with an 87% gross margin....

6+ day, 10+ hour ago   (476+ words) During Asian trading hours on September 8, Japanese and South Korean stock markets initially surged before reversing to close lower amid soaring oil prices driven by US-Iran tensions. The KOSPI dropped 0.58% to 6,954.52 after breaking 7,000 earlier, while the Nikkei 225 tumbled 1.7% to 65,269.33. Brent…...

1+ week, 4+ hour ago   (720+ words) Micron reported Q3 revenue at $41.46 billion, up from $23.86 billion in Q2 and $9.30 billion a year prior. Cloud Memory closed the fiscal quarter at $13.77 billion, while Core Data Center closed at $11.52 billion. Gross margins were reported at 83% for Cloud Memory and 87% for Core…...

1+ week, 22+ hour ago   (598+ words) Amazon (AMZN)’s after-hours, post-earnings report rally, was 10% and marked a 37% increase in AWS, which is Amazon’s fastest growth since 2021. Meta’s earnings report miss was a 14% decline in earnings per share, and free cash flow decreased to $784 million, resulting in…...

4+ week, 10+ hour ago   (138+ words) TradingKey - On the surface, Bridgewater's massive share reduction is the result of the hedge fund locking in huge profits at all-time highs and executing disciplined risk control, but a subtle bearish signal lies beneath. Bridgewater is driven by global macro…...

1+ week, 1+ day ago   (664+ words) Arm reported $1.29 billion in fiscal Q1 2027 revenue, up 22% from the previous fiscal year. In dollar amount, royalty revenue increased 22% to $715 million, and licensing revenue increased 23% to $574 million. Non-GAAP operating income reached $531 million, at a 41.2% margin. The biggest change within the mix…...