Tech
Micron reported $41.5 billion in quarterly revenue - up 346% year over year - and guided Q4 to $50 billion. On the same day, SK Hynix announced a $29.4 billion US Nasdaq listing. Together, the two events make the strongest case yet that AI memory demand is structural, not cyclical.
Tech
There is a number that has been haunting Oracle's stock price for months: $553 billion. That is the size of Oracle's remaining performance obligations at the end of its fiscal third quarter - a backlog so large it would rank among the top 20 companies in the
Earnings
Broadcom posted record revenue and guidance that would have seemed like science fiction two years ago. Then the stock fell 12% in after-hours trading. Welcome to the AI chip market in 2026, where extraordinary is no longer enough.
Tech
Dell Technologies reported a stunning 757% year-over-year surge in AI server revenue for Q1 FY2027, sending its stock up 32.76% and signaling that the AI infrastructure buildout is accelerating faster than Wall Street models predicted.
Tech
Snowflake's 38% surge and Zscaler's 30% crash reveal which companies have cracked AI monetization. The earnings verdict is clear: AI tailwinds are not uniformly distributed.
Macro
Goldman Sachs raised its S&P 500 year-end target to 8,000, projecting 17% returns driven by AI-powered earnings growth. Here is what the upgrade means - and what could derail it.
Tech
There is a phrase that gets used a lot in technology investing right now: "AI monetization." The idea is simple enough. Hundreds of billions of dollars have been poured into AI infrastructure - chips, data centers, power, cooling - and the question that has been building for two years is
Earnings
There is a phrase that gets used a lot in pharmaceutical strategy circles: "diversification beyond the blockbuster." The idea is simple. A drug company that depends on one or two mega-products for the bulk of its revenue is one patent cliff away from a crisis. Eli Lilly
Tech
Micron Technology briefly crossed $1 trillion in market capitalization for the first time in its history on Tuesday, May 26, 2026, as the memory chip business is structurally transformed by artificial intelligence.
News
The S&P 500 closed out its eighth consecutive week of gains on Friday, its longest winning streak since December 2023, and the market's mood heading into the Memorial Day weekend is about as good as it has been all year. The Dow Jones Industrial Average set
News
There is a data point buried in Walmart's first-quarter earnings report that tells you more about the state of the American consumer than almost any macroeconomic indicator. The average fuel fill-up at Walmart's gasoline stations fell below 10 gallons for the first time since 2022.
News
John Deere is not a company that typically appears in conversations about artificial intelligence. It makes tractors, combines, and excavators. Its customers are farmers and construction contractors. Its stock trades on the New York Stock Exchange under the ticker DE, and for most of its 189-year history, its fortunes