Micron Announces Cash Tender Offers for Any and All of Certain Outstanding Senior Notes BOISE, Idaho, March 25, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq:MU), (the "Company" or "Micron") announced today that it has commenced offers to purchase for cash any and all of the notes listed in the table below (the “notes”). The offers to purchase with respect to each series of notes are being referred to herein as the “Tender Offers” and each, a “Tender Offer.” Title of SecurityCUSIP/ISINNumbersPrincipalAmountOutstandingReference U.S.TreasurySecurityBloombergReferencePageFixedSpre...
MSFT, Data center: Microsoft to rent site Open AI and Oracle discardedView: Bloomberg is reporting that Microsoft has agreed to terms to rent a 700 MW facility in Abilene. The site had been initially set for development to support Oracle and OpenAI requirements, but the latter seemingly walked away
Today, we are publishing the Hyperscale & Cloud section of our 30th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. AI is increasing capital intensity and productivity. Public cloud growth is approaching 35% YoY, constrained by capacity addition. Similar comments at every step of the supply chain: compute, m...
A director at Samsung Electronics maiden bought 166 shares at 200,500.000KRW and the significance rating of the trade was 52/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last tw...
We see this deal as representing tens of billions of dollars for NVDA and contributing significantly to its announced target of $1T+ in Blackwell/Rubin sales by the conclusion of 2027. And, we would continue to point out that it is difficult to see a scenario where NVDA momentum isn't sustained thr
Micron Technology, Inc. Reports Results for the Second Quarter of Fiscal 2026 Record results and outlook reflect strategic value of memory in AI era BOISE, Idaho, March 18, 2026 (GLOBE NEWSWIRE) -- Micron Technology, Inc. (Nasdaq: MU) today announced results for its second quarter of fiscal 2026, which ended February 26, 2026. Fiscal Q2 2026 highlights Revenue of $23.86 billion versus $13.64 billion for the prior quarter and $8.05 billion for the same period last yearGAAP net income of $13.79 billion, or $12.07 per diluted shareNon-GAAP net income of $14.02 billion, or $12.20 per dil...
AMD, Samsung: MI455 to rely primarily on Samsung HBM4View: Samsung has been the primary supplier for AMD's MI accelerators since the program started; as such, we view their continued collaboration as largely expected. The change with MI455, in our view, is rather that Samsung's apparent execution a
IONQ: Forges strategic alliance to advance Quantum-HPC hybrid technologies in Korea with NVQLinkView: IONQ announced an MOU for a business engagement with the KISTI, which outlined a shared vision for the advancement of quantum-HPC hybrid technologies, incorporating NVDA accelerated computing. IONQ
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