Micron’s Pricing Power Looks Unstoppable As AI Demand Outruns Supply
JP Morgan bullish on Micron (MU) due to AI-driven memory demand and constrained clean-room space; expects 20% bit growth in 2026.
SoftBank Buys DigitalBridge In $4 Billion AI Infrastructure Play
SoftBank to acquire DigitalBridge Group for $4 billion, strengthening its global infrastructure for AI. Deal gives DBRG $4B enterprise value.
Asure Software Can Gain From Small Client Churn Of Bigger Rivals Like Adp, Paychex: Analyst
Barrington Research analyst Vincent A.
Amazon’s Second Round Of Downsizing Likely To Drive Margins, Analyst Says
Citi analyst Ronald Josey upgrades the rating on Amazon.Com, Inc (NASDAQ:AMZN) to Buy with a $145 price target. Earlier today, Amazon shared plans…
Android Phones Have ‘Exploitable’ Flaws, Google Warns, Asking Users To Protect Themselves
Alphabet Inc (NASDAQ:GOOG) (NASDAQ:GOOGL) Google flagged a set of susceptibilities in Samsung Electronics Co, Ltd’s (OTC:SSNLF) Exynos chips, including mobile devices from Samsung,…
PagerDuty Showed Non-GAAP Profitability Ahead Of Plan, Robust Guidance Despite Difficult Environment: Analyst
RBC Capital analyst Matthew Hedberg maintains PagerDuty Inc (NYSE:PD) with an Outperform and raises the price target from $32 to $34. Amidst…
Dish Yet To Clarify On Ransomware Attack Two Weeks Ago, Likely To Impact Beyond 10M Customers With No Easy Path To Recovery
DISH Network Corp (NASDAQ:DISH) is yet to update on user data safety, despite customers continuing to experience issues two…
Samsung’s US Chip Plant Costs Surge By $8B As Inflation Bites
Samsung Electronics Co, Ltd’s (OTC:SSNLF) Taylor, Texas chip plant will cost over $25 billion, up more than $8 billion from initial…
SentinelOne Impresses Analysts With Q4 Beat; Flag Conservative Guidance
Needham analyst Alex Henderson reiterates SentinelOne Inc (NYSE: S)
MKS Instruments Analyst Cuts Estimates And Price Target To Reflect Ransomware Impact
Benchmark analyst Mark Miller maintains MKS Instruments Inc (NASDAQ:MKSI) with a Buy and lowers the price target from $125 to $115. Miller…