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25/06/2026
The yield on the 10-year US Treasury bond fell 10 basis points to 4.396%.
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2 m ago
Micron Technology (MU.O): The research and development progress of the next generation DRAM and NAND nodes is good, and it is expected to enter the mass production stage in the second half of 2027.
2 m ago
Micron Technology (MU.O): The mass production ramp speed of the 12-layer HBM4 product is currently twice that of the HBM3E 12-layer version; the company has already delivered over $1 billion of HBM4 revenue.
2 m ago
Micron Technology (MU.O) predicted on Wednesday that its fourth-quarter revenue will exceed Wall Street expectations, indicating that strong demand for AI-related infrastructure will continue to drive strong demand for its storage chips. The company's stock price rose nearly 10% in after-hours trading. Micron Technology expects fourth-quarter revenue to be $50 billion (plus or minus $1 billion), while analysts' average expectations are $43.58 billion. This performance and forecast indicate that the explosive growth of Generative AI has made products such as HBM key components of large data centers, driving prices up. The company's quarterly report also shows that third-quarter revenue reached $41.4 billion, far exceeding the market's expectations of $35.4 billion.
3 m ago
Qualcomm CEO: The company will expand its strategic partnership with Hugging Face.
3 m ago
U.S. official: Trump will include provisions for selling gasoline with higher ethanol content in the supplemental funding bill.
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