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Benzinga
domenica, ottobre 18
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Fusioni e acquisizioni:
Genesis AI was rumored to be acquired by NVIDIA (NVDA) on Tuesday, October 13, 2026
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NVIDIA (NVDA) financial statements — income, revenue, gross margin and key metrics.
Earnings & Guidance News
Ericsson Plans Price Hikes As AI Boom Drives Up Equipment Costs
Ericsson stock surges nearly 10% after an earnings beat, but rising AI-driven equipment costs threaten profits through 2027.
Anusuya Lahiri
ASML Says AI Boom Is Boosting Pricing Power as Chipmakers Agree to Pay More
ASML says chipmakers have accepted higher equipment prices as AI demand strengthens its bargaining power
Daragh Thomas
EXCLUSIVE: MU Stock Could Soar 190% and Hit $3,000 In 24 Months — Wall Street Bull Says Math Is 'Pretty Simple, Frankly'
Nicholas Mugalli sees Micron reaching $3,000 in 24 months, driven by $200 FY2028 EPS and a 15x earnings multiple.
Rishabh Mishra
Weak Jobs Report Lifts Nvidia, Nasdaq 100 to Record Highs: Stock Market Today
A weak September payrolls print pared bets on more Fed tightening, lifting both the Nasdaq 100 and Nvidia stock to record highs.
Piero Cingari
Micron Says Humanoid Robots Could Become Its Next Big Memory Driver — Analyst Sees ‘Server-Level Memory’ Powering Millions of Machines Outside Data Centers (UPDATED)
Micron said humanoid robots could become a major driver of memory demand, a shift analyst Shay Boloor sees as a turning point.
Radhika Anilkumar Nadig
Micron Earnings Prediction Market Preview: Can the AI Memory Boom Keep Running?
Micron heads into earnings with traders focused on AI, data centers and whether today’s memory shortage can persist into 2027.
Daragh Thomas