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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.

Alphabet’s AI Buildout Fuels Cloud Surge and Record Capex, Testing Stock Momentum

Forgent Power Solutions Posts Breakout Quarter and Issues Ambitious FY27 Targets

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

Netflix Reports Record Profit as Shares Trade Far Below Recent Highs

SanDisk’s Stock Surges After Investor Day as Management Unveils Aggressive Long‑Term Model

Reddit Joins the S&P 500, Triggering Nearly $3 Billion of Index Buying

Shein Seeks Hong Kong IPO at About $25 Billion After Sharp Re‑rating

Coherent Tops Q4 Estimates and Raises Q1 Forecast on Surging AI Optics Demand

Arista Reports First $3 Billion Quarter and Raises Outlook on Surging AI Demand

Shein’s Hong Kong IPO Tests Investors as Valuation Claims Diverge

Lilly Posts Blowout Quarter as Global GLP‑1 Push Tests Price‑for‑Volume Strategy

Danaher Beats EPS but Lowers Revenue Outlook After Bioprocessing Miss

Deckers Tops Q1 Estimates as Hoka and Ugg Push Revenue Past $1 Billion

Alphabet Raises 2026 AI CapEx to $195–$205 Billion as Cloud Revenue Soars

Morgan Stanley Lowers Ratings for Adobe and Salesforce Over AI Revenue Uncertainty

MercadoLibre Grows Fast but Sacrifices Profits as Reinvestment Hits Margins

UnitedHealth Hits New 52‑Week High as Optum Strength Fuels Rally

SanDisk Soars to Multiyear Gains on Datacenter Demand

Kalshi Holds Early IPO Talks as Revenue Surges and Legal Fight Escalates