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Daniel Pilling, a portfolio manager at Sands Capital Management LLC, says the rally for Micron Technology Inc. shares is a reflection of how demand for artificial...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss how China is tightening its grip on AI by targeting top AI professionals’ overseas travel. Plus, big banks are...
Bloomberg’s Caroline Hyde discusses Micron earnings as the memory maker plans heavy spending on production to meet demand. Plus, Alibaba says it’s aiming to generate $100...
The unintended consequences of the memory chip shortage are escalating. A report by market research firm IDC forecasts a 13% contraction in the smartphone market, with...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss stocks closing in on record highs driven by tech shares with earnings imminent. Plus, Bridgit Mendler, CEO and co-founder...
Bloomberg’s Caroline Hyde discusses Micron’s earnings as tech stocks rally on the back of a positive AI outlook. Plus, with private tech valuations soaring, the lines...
Bloomberg’s Caroline Hyde discusses questions surrounding Oracle’s data-center financing. Plus, OpenAI is in talks to raise $10 billion from Amazon and plans to use its Trainium...
Bloomberg’s Caroline Hyde and Ed Ludlow look at Alibaba’s plans to ramp up AI spending past $50 billion, which sent its shares to a four-year high....
Bokeh Capital Partners CIO Kim Forrest says she expects Micron shares to continue to rise long-term as markets become more aware of the need for high...
Bloomberg’s Caroline Hyde and Ed Ludlow discuss Micron’s earnings as its sales surge in its high-bandwidth memory business. Plus, Managing Director of Baird Ted Mortonson discusses...
