Samsung (SSNLF) partners with Nvidia (NVDA) on ferroelectric NAND chips using AI technology that’s 10,000x faster, potentially cutting power use by 96%.
Micron (MU) stock rallies as analysts raise price targets to $500+, memory pricing soars beyond forecasts, and HBM capacity sells out through 2027.
Stocks fell for third week as oil surged past $100 on Middle East tensions. Oracle (ORCL) beat estimates with AI gains while energy stocks rallied sharply.
Microsoft Azure becomes first cloud provider to validate Nvidia’s Vera Rubin NVL72, delivering 3.6 exaflops—five times more compute power than GB200 systems.
AMD stock declined 2.2% after EVP Paul Darren Grasby sold $1.54M in shares. Analyst targets range from $240 to $358 amid industry headwinds.
Finance
Samsung (SSNLF) partners with Nvidia (NVDA) on ferroelectric NAND chips using AI technology that’s 10,000x faster, potentially cutting power use by 96%.
Micron (MU) stock rallies as analysts raise price targets to $500+, memory pricing soars beyond forecasts, and HBM capacity sells out through 2027.
Stocks fell for third week as oil surged past $100 on Middle East tensions. Oracle (ORCL) beat estimates with AI gains while energy stocks rallied sharply.
Microsoft Azure becomes first cloud provider to validate Nvidia’s Vera Rubin NVL72, delivering 3.6 exaflops—five times more compute power than GB200 systems.
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