Apple is growing without the AI spending spree engulfing Big Tech: Chart of the Day
Apple (AAPL) is growing like an AI spender. It is not spending like one. Apple stock sank over…
Super Micro sees strong margins, books $60 billion in orders; shares jump
July 21 (Reuters) – Super Micro Computer said on Tuesday it had secured more than $60 billion in…
Micron stock soars after blowout earnings expose AI’s memory bottleneck
The AI memory scare ran straight into Micron’s (MU) profit machine on Wednesday, sending its stock surging as…
Micron’s blowout earnings just reset the AI memory trade
The AI memory scare ran straight into Micron’s profit machine Wednesday. Micron (MU) and SK Hynix (000660.KS) had…
The Billionaire Who Called the 2008 Bubble Just Dumped Google to Buy These 5 AI Hardware Stocks
Quick Read Druckenmiller dumped Alphabet and rotated into AI hardware plays SNDK and MU, which surged 4,586% and…
ServiceNow Had Problems Long Before Agentic AI. Here’s Why.
Over the last couple of months, some growth investors have rotated away from SaaS stocks over fears that…
The Shocking Similarity Between Micron and Nvidia as AI Turns Memory Into a Goldmine
Quick Read Micron (MU) posted gross margins of 74.4% on record revenue of $23.86B in fiscal Q2 2026,…
The GLP-1 Blockbuster Maker Widens Its Lead as the Diversified Healthcare Giant Posts Steady Growth
jetcityimage / iStock Editorial via Getty Images Lilly posted 53.9% revenue growth and 480% net income growth driven…
Record Revenue and AI Growth Propel …
This article first appeared on GuruFocus. Consolidated Revenue: $64 billion for fiscal 2025, up 24% year over year.…