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Micron Posts Record $54.2 Billion Quarter After Signing 26 Multi‑Year AI Memory Deals

The agreements raise revenue visibility because hyperscale demand for high‑bandwidth memory outpaces industry production through fiscal 2027–2028.

IBM Launches Self-Hosted Bob for On-Prem, Private Cloud and Air-Gapped AI

AAR Agrees to Buy 65% Stake in MRO Holdings for $4 Billion

Apple Tops $5 Trillion Valuation After Q3 Beat and New Product Push

Micron Rockets on AI Memory Sales as India Plant Starts Production Ahead of September 30 Report

Oracle’s AI Bookings Validate Growth as Cash Burn and Heavy Financing Cloud the Outlook

Adobe Reports Record Revenue as Freemium Push Weighs on ARR Growth

Lululemon Cuts Guidance and Shares Crash as Investors Split Over Recovery

Ciena Soars on AI Demand but Faces Execution and Customer Concentration Risks

UiPath Beats Estimates but Shares Plunge on Slower Growth

Credo Beats Q1 Estimates but Stock Tanks on Margin Signal and Guidance

Micron Locks $100 Billion in Five‑Year AI Memory Deals as Prices Surge

Nvidia Denies Report It Will Ship China-Specific Groq-Based LPU

Micron Tops $1 Trillion as Strong Results Collide With a Market Reprice

Goldman Says Booming AI Spend Has Yet to Lift Most Corporate Earnings

Cisco Raises FY2027 Targets on Surging Hyperscaler AI Orders, Stock Slumps

Intel Prices $20 Billion Equity Offering to Fund Foundry Build‑Out

Dell Stock Rises as Super Micro’s AI Server Forecast Fires Up the Sector

Retail Buying and $16.8 Billion Terafab Pledge Give Tesla a Short-Term Lift

On Semiconductor Tilts Toward AI After Strong Quarter