Micron Technology’s fiscal Q1 2026 print and, more importantly, its guidance represent a fundamental re-pricing event for the company. Management reported record quarterly revenue and margins, then guided the next quarter to $18.3–$19.1 billion in revenue with adj. EPS guidance roughly $8.22–$8.62, well above consensus; Micron also announced a meaningful increase in FY2026 capital spending to support HBM and 1-gamma…
Oracle’s stock has fallen sharply from a September peak near $345 as investor euphoria around the company’s role in the AI infrastructure boom collides with a more sober reality: dramatically higher capital spending and signs that large data-center delivery timelines may slip. The company reported a headline Remaining Performance Obligations (RPO) of roughly $523 billion, but simultaneously raised fiscal-2026 capital…
Google’s sudden rollout of Gemini 3 Flash — a lower-latency, lower-cost member of the Gemini 3 family that Google is making broadly available across Search, the Gemini app, Vertex AI and developer tooling — intensifies the company’s push to turn advanced foundation models into durable revenue streams. The strategic question for investors is simple but high-stakes: does this product-level acceleration…
U.S. Department of Transportation’s decision to coordinate a national Advanced Air Mobility (AAM) strategy with industry players — explicitly including BETA Technologies — is a clear regulatory tailwind for electric aviation. That announcement places one of the most advanced electric-aircraft firms squarely in the centre of a U.S. policy push aimed at scaling infrastructure, air-traffic integration and workforce development for…