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Micron Rides HBM Shortage to Fresh Highs as 2026 Capacity Sells Out

Executives say supply will trail AI demand beyond 2026, reinforcing pricing leverage.

Guggenheim Reaffirms Oracle as ‘Best Idea’ With $400 Target as Cramer Calls It a Linchpin

Brand Engagement Network Soars After Valio Deal to License AI Across Africa

Critical Metals Locks Up Term Sheets for All Tanbreez Output, Unveils Saudi Processing Plan as Shares Rally

Relief Rally Ebbs After Trump Halts Tariff, Military Threats Over Greenland

China Signals Opening for Nvidia H200 Orders as Jensen Huang Plans Beijing Trip

Sanofi Pushes Amlitelimab Toward 2026 Filings After Mixed Phase 3 Readouts

Sprouts Securities Suit Nears Lead Plaintiff Deadline After 2025 Guidance Cut

Lead-Plaintiff Deadline Nears in StubHub IPO Class Action

Wall Street Sees 175% Upside for Viking Therapeutics on Obesity Drug Bet

UPS Shifts to Higher‑Margin Business as Network Reset Takes Hold

Nvidia Backs Baseten With $150 Million as AI Inference Becomes the Next Battleground

Nebius Slips Below $100 as Tariff Jitters Hit Tech Stocks

Novo’s Wegovy Pill Posts Quick Uptake, Boosting Shares as Oral GLP‑1 Battle Nears

Analysts Double Down on Broadcom as AI Inference Buildout Gains Pace

Micron Breaks Ground on New York Megafab, Moves to Buy Taiwan Plant as AI Memory Demand Sends Shares to Record

Bank of America Upgrades Coinbase to Buy, Points to Tokenization and Base Upside

Palantir Pulls Back After Speculative Rally as Truist Initiates Coverage With Buy

Applied Digital Posts Big Q2 Beat as $5 Billion Lease Extends AI Data‑Center Buildout

Chevron Edges Higher on Venezuela Opening as U.S. Weighs Reported $2 Billion Export Deal