A previously underappreciated segment of Micron's business has transformed into a major revenue driver. The Cloud Memory Business Unit generated $4.54 billion, accounting for a substantial 40% of ...
TLDR Without tech-driven capex, US real GDP growth is near zero in 2024–2025. AI infrastructure spending reached $368B globally by mid-2025. AI sector may face an $800B annual revenue gap by 2030.
TLDR Novogratz sees the new Fed chair’s appointment as a key Bitcoin bull catalyst. Bitcoin could surge to $200K with a ...
Tesla Inc. is slated to report quarterly sales this week, with Wall Street increasingly more optimistic about the final numbers even as it worries that a bump, if it comes, could be more about a U.S.
But by then, the financial markets would already be overwhelmed with rumors. The forces that resulted in the 1987 and 2008 ...
Ahead of electric vehicle (EV) maker Tesla’s ($TSLA) third-quarter deliveries update, Deutsche Bank analyst Edison Yu hiked his price target for ...
It’s that time again. The weekend is over, and it’s time to catch up on the latest news. Here’s a quick roundup of the top ...
On a country-on-country basis, the U.S. and Spain are the "leaders" in AI adoption at the office and at home, respectively, ...
Goldman Sachs' chief information officer, Marco Argenti, discusses his vision for AI and its impact on his 12,000-person ...
Out of the utilities, telecoms, and drugmaking sectors, the UBS analysts have "buy" ratings for a number of stocks, including Iberdrola (BME:IBE), Enel (BIT:ENEI), and Engie (EPA:ENGIE); Deutsche ...
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