Tag: Apple Inc
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Micron says the AI party is far from over, but not all are celebrating
A blowout quarter for the memory maker is only lifting certain parts of the data center buildout.
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Why Micron Technology’s gain could be hyperscalers’ pain
Margin expansion for memory chip makers equals cost expansion for the sector’s customers.
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Obesity drugs approach a major milestone, and Lilly may have a ‘game changer’ ahead
Every weekday, the Investing Club releases the Homestretch; an actionable afternoon update just in time for the last hour of trading.
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Microsoft lifts price of Xbox consoles due to soaring component costs
Microsoft said it’s increasing the price of Xbox game consoles after Apple announced price hikes for MacBooks and iPads.
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Apple raises prices on MacBook and iPad due to memory crunch, hints at more to come
Tim Cook said last week that Apple would hike prices due to surging memory and storage costs.
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Micron is tech’s new margin king as memory crisis pushes company past Nvidia and Meta
Micron said in its earnings report that its gross margin jumped to 84.9% from 39% a year ago.
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Micron stock jumps 16% as soaring prices from memory crunch lead to quadrupling of revenue
Micron’s quarterly earnings report follows a 700% surge in the memory maker’s stock price over the past year.
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Qualcomm announces AI data center CPU, signs Meta as first major customer
Qualcomm’s primary business has been smartphones, which accounted for two-thirds of the company’s product revenue in it’s most recent quarter.
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Nvidia’s Huang calls black market data centers made of smuggled parts a ‘dead end’
Washington regulators and the Trump administration are increasingly wary of China getting ahold of advanced AI software and hardware.
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Dow inclusion is not a reason to buy Alphabet. But these other reasons may be
The recent crack in the AI trade might open the door.
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