The memory chip specialist did it again.
Source: Sherwood News.
Category: Business
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Micron reports another stellar quarter and blowout guidance
The memory chip specialist did it again.
Source: Sherwood News.
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Stocks sink as inflation fears rise
Stocks sank after a hotter-than-expected producer price index reading as well as a higher inflation forecast from the Fed amid rising energy prices.
Source: Sherwood News.
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Stocks sink as inflation fears rise
Stocks sank after a hotter-than-expected producer price index reading as well as a higher inflation forecast from the Fed amid rising energy prices.
Source: Sherwood News.
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OpenAI is shipping everything. Anthropic is perfecting one thing.
The two AI titans are in a race to grow revenues, but they have very different strategies for releasing products. And one approach appears to be winning out.
Source: Sherwood News.
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OpenAI is shipping everything. Anthropic is perfecting one thing.
The two AI titans are in a race to grow revenues, but they have very different strategies for releasing products. And one approach appears to be winning out.
Source: Sherwood News.
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Tech giants including Microsoft and Oracle can’t get data centers built fast enough. Construction stocks are ripping on the demand.
The buy-the-AI-bottleneck trade is starting to encompass builders, whose margins are rising.
Source: Sherwood News.
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Tech giants including Microsoft and Oracle can’t get data centers built fast enough. Construction stocks are ripping on the demand.
The buy-the-AI-bottleneck trade is starting to encompass builders, whose margins are rising.
Source: Sherwood News.
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Federal Reserve leaves rates unchanged; dot plot still signals lower rates in the cards for 2026
A relatively dovish reaction function from the US central bank.
Source: Sherwood News.
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Constellation, Talen, and NRG surge as BNP analysts see “golden (AI)ge” ahead for them
The French bank initiated coverage on all three stocks with an outperform rating and price targets that suggest an average of 50% upside to the shares.
Source: Sherwood News.
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Anthropic capturing 73% of first-time enterprise AI spend, up from 50% in January
Big Tech is pivoting from experimentation to revenue — and enterprise is where that shift is playing out.
Source: Sherwood News.
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Microsoft considers suing Amazon and OpenAI over $50 billion deal
This is the latest drama in Microsoft and OpenAI’s long-standing relationship.
Source: Sherwood News.