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2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
3 Great Stocks to Buy to Benefit From the Next Generation of AI Data Centers Led by Nvidia
Lee Samaha, The Motley Fool
Fri, June 26, 2026 at 10:35 AM PDT 4 min read
NVDA
+2.63%
Trade NVIDIA on Coinbase
Trading disclosure
The explosive growth of artificial intelligence (AI) applications is not only driving a boom in data center investment, but also changing their design. Nvidia is driving the move
2026-06-27
www.tradingview.com
2026-06-27
TradingView
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Wedbush Issues Bold Call on Beaten-Down Nvidia and Microsoft Stocks
Wedbush Issues Bold Call on Beaten-Down Nvidia and Microsoft Stocks
Less than 1 min read
GOOG
+0.58%
AAPL
+2.70%
NVDA
+2.63%
MSFT
+1.21%
Microsoft (MSFT), Nvidia (NVDA), Meta Platforms (META), and other major technology stocks have come under pressure in recent weeks as investors weigh the costs of massive arti
2026-06-27
www.zacks.com
2026-06-27
Zacks Investment Research
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2026-06-27
www.macobserver.com
2026-06-27
The Mac Observer
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2026-06-27
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2026-06-27
The Business Journals
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2026-06-27
phys.org
2026-06-27
Phys.org
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2026-06-27
247wallst.com
2026-06-27
24/7 Wall St.
Memory chips are boring until they aren’t, and Wednesday afternoon they stopped being boring. Micron Technology (NASDAQ:MU | MU Price Prediction) guided fiscal fourth-quarter revenue to $50 billion, plus or minus $1 billion, against a Wall Street consensus parked around $43 billion.
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Bloomberg Tech host Ed Ludlow, on Bloomberg Businessweek Daily, summed up the move with a line that di
2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Micron Just Beat Wall Street and It ‘Reset the Entire Industry’
Omor Ibne Ehsan
Fri, June 26, 2026 at 9:55 AM PDT 4 min read
MU
+0.79%
Trade MU on Coinbase
Trading disclosure
Quick Read
Micron (MU) guided Q4 revenue to $50B, roughly $7B above Wall Street consensus, sending the stock up 16% to an all-time high.
GAAP gross margins expanded from 38% to 85% year over year, a software-like profile dr
2026-06-27
www.marketwatch.com
2026-06-27
MarketWatch
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2026-06-27
www.wired.com
2026-06-27
WIRED
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2026-06-27
www.zacks.com
2026-06-27
Zacks Investment Research
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2026-06-27
developer.nvidia.com
2026-06-27
NVIDIA Developer
As context windows grow longer, moving large model weights efficiently becomes critical to performance. A common way to address this is quantization, an optimization technique that compresses model weights into a smaller data format. One quantization format is NVFP4, an innovative 4-bit floating point introduced with NVIDIA Blackwell architecture.
That’s the approach behind our new Nemotron 3 Ult
2026-06-27
www.tomshardware.com
2026-06-27
Tom's Hardware
Tech Industry Artificial Intelligence
Onsemi buying cash-strapped Synaptics in $7 billion all-stock deal — smart power meets edge AI hardware
News
By Anton Shilov published June 27, 2026
While changing directions of both companies.
(Image credit: Onsemi)
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Onsemi and
2026-06-27
tomshardware.com
2026-06-27
Anton Shilov
Onsemi and Synaptics to merge in a bid to build comprehensive platforms for robotics, physical AI applications.
2026-06-27
letsdatascience.com
2026-06-27
Let's Data Science
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Onsemi acquires Synaptics in $7B all-stock deal
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June 26, 2026
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By LDS Team
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Photo: cdn.mos.cms.futurecdn.net · rights & takedowns
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Onsemi and Synaptics agreed to an all-stock acquisition valued at approximately $7 billion, the companies announced in filings and press coverage (CNBC, Tom's Hardwa
2026-06-27
seekingalpha.com
2026-06-27
Seeking Alpha
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2026-06-27
finance.yahoo.com
2026-06-27
Yahoo Finance
Micron Just Delivered Great News for Intel, AMD, Arm, and Qualcomm Stock Investors
Jeremy Bowman, The Motley Fool
Fri, June 26, 2026 at 9:05 AM PDT 4 min read
MU
+0.79%
NVDA
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AAPL
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INTC
+6.01%
AMD
+7.68%
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Trading disclosure
Micron (NASDAQ: MU) just faced the latest litmus test in the AI boom and passed with flying colors, with revenue jumping 346% and earning
2026-06-27
tradersunion.com
2026-06-27
Traders Union
Nvidia (NVDA) stock is trading at $194.43 after a modest decline on the session. The price currently sits below its key moving averages and shows limited momentum within the day's range.
At Nvidia’s June 25, 2026 shareholder meeting, CEO Jensen Huang emphasized that the company would prioritize U.S. national security over commercial opportunities should any conflict arise from ongoing export rest
2026-06-26
futurumgroup.com
2026-06-26
The Futurum Group
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2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Micron (
MU
+1.12%
) just faced the latest litmus test in the AI boom and passed with flying colors, with revenue jumping 346% and earnings per share growing by more than tenfold.
The third-quarter report makes clear that the memory shortage is only getting more severe as Micron's gross margin jumped to 85%, and it reported an operating margin of 80%, meaning it kept 80% of its revenue as before-