Rocket Lab’s Neutron rocket has completed its first vertical lift at the LC-3 launch pad in Wallops, Virginia. For this reusable medium-lift rocket, this is not the maiden flight itself, but it means that preparations have moved further from design and manufacturing to launch-site execution.
Competition in AI inference chips is extending from “whose compute power is greater” to “who can store model weights more efficiently.” This warrants attention because high-bandwidth memory (HBM) is no longer merely a supporting component for chips; whether its supply can keep pace may already af…
AppLovin’s nearly 20% pullback is not primarily about advertising demand having disappeared, but rather about a temporary slowdown in its model improvements. Previously, enhanced algorithmic capabilities helped advertisers achieve better campaign results and prompted them to increase their budgets.
SanDisk’s latest figures have prompted the market to reassess whether its NAND business can still only be viewed as a highly cyclical company. The company’s revenue this quarter rose 51% quarter-on-quarter to USD 8.965 billion, with a gross margin of 84.6%.
SNDK’s quarterly results exceeded expectations across the board, but the stock’s reaction to the earnings report was far weaker than the magnitude previously priced in by the options market.
Supply constraints for AI chips are extending from advanced packaging to broader segments such as substrates and wafer manufacturing. This means that the orders and pricing pressure brought by AI capital expenditures are no longer concentrated only in a small number of packaging capacities; howev…
AMD’s latest results confirmed that data center demand is still growing rapidly, but they also showed that AI chip companies’ share prices may not necessarily continue rising simply because they “beat expectations.” The company’s second-quarter revenue was USD 11.54 billion, and EPS was USD 1.
If the United States advances restrictions on Chinese optical transceivers and related DC equipment, the interconnection segment of North American AI data centers will face new constraints.
As the S&P 500 hit a record high, the VIX instead rose by about 3%. This does not fit the usual combination seen when risk appetite broadly heats up, with stock prices rising and implied volatility declining in tandem.
The debate around SoFi is not merely whether its valuation is expensive, but whether it should be viewed as a bank or as a fintech platform expanding the boundaries of its services.