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- Indexed articles, last 90 days
- 10
- Latest publication
- Sep 28, 2026
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- Aug 29, 2026
Latest articles
Baird's strong agentic AI call on Micron is spot on - AOL (opens the original)
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The first phase of the AI boom was defined by GPU horsepower and raw compute. The next phase is being driven by agentic workflows, and it is quietly shifting the bottleneck inside data centers back to general-purpose CPUs and server memory. While investors have spent two years obsessed with Nvidia and High Bandwidth Memory (HBM), the rise of autonomous AI agents is creating an unexpected squeeze in plain-vanilla DDR5 DRAM. On Monday, Sept. 28, Baird analyst Tristan Gerra raised his price target
MongoDB stock crashes 26% as its CEO jumps ship - AOL (opens the original)
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Every app on your phone has memory. Whether you save a playlist, pay a bill, or ask a chatbot a follow-up question, that information has to land somewhere it can be found again in a split second. MongoDB Inc. (MDB) sells that memory. Its document database helps companies build applications faster, and its free Community Server has topped 500 million downloads since 2009. That reach matters because every new AI app needs a place to store its data. On Monday, Sept. 28, 2026, the company that helps
HSBC sends blunt message to Netflix stock investors - AOL (opens the original)
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The after-dinner routine used to follow a script. You turned on the TV, someone opened Netflix, and the household argued over what to watch. Now Americans spend more TV time on YouTube than with any other media company, according to Nielsen. As noted by Seeking Alpha, HSBC downgraded Netflix Inc. (NFLX) to Hold from Buy on Tuesday, Sept. 22, 2026, and cut its price target by 21% to $76 from $96. The message is blunt: YouTube is taking Netflix’s viewers, and HSBC does not expect them to return so
AMD just hit a milestone that reshuffles the AI chip race - AOL (opens the original)
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On Lisa Su’s first day as chief executive in October 2014, a share of Advanced Micro Devices (AMD) cost just over $3, according to CNBC. That was about the price of a latte. By year end, the whole company was worth roughly $2 billion, the same report found. On Monday, September 21, 2026, AMD crossed $1 trillion in market value as its stock rose for a fifth straight session, CNBC reported. It finally joined the trillion-dollar club. The trigger was not a new chip or a new customer. Shares jumped
BofA reiterates buy on a cloud giant burning through cash - AOL (opens the original)
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Michael Burry built his reputation on bets nobody else wanted to make. In August, he disclosed a short position in Oracle Corporation (ORCL) at $144.63, calling the trade “a bit like shooting fish in a barrel,” Benzinga reported. A few weeks later, after Oracle posted one of its strongest quarters on record, analysts at Bank of America looked at the same numbers and reiterated their most bullish call yet. That gap matters more than either side’s confidence. Oracle just proved its cloud business
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