Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Samsung moves up its HBM4 production schedule and begins preparing for mass output of next generation high bandwidth memory chips. Nvidia chooses Samsung, not Micron Technology (NasdaqGS:MU), as a primary HBM4 supplier for its upcoming Vera Rubin AI accelerators. Micron shifts fo...
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Samsung moves up its HBM4 production schedule and begins preparing for mass output of next generation high bandwidth memory chips. Nvidia chooses Samsung, not Micron Technology (NasdaqGS:MU), as a primary HBM4 supplier for its upcoming Vera Rubin AI accelerators. Micron shifts focus away from consumer memory products toward supplying high bandwidth memory for AI and enterprise infrastructure buyers. Micron Technology, traded as NasdaqGS:MU, is a major producer of DRAM, NAND and high bandwidth memory used in data centers, AI systems and consumer electronics. The latest moves by Samsung and Nvidia highlight how critical HBM4 is becoming for next generation AI chips that require large, fast memory pools to keep accelerators fully utilized. For investors, this is less about short term headlines and more about which suppliers are integrated into the largest AI hardware platforms. Micron's pivot toward enterprise and AI memory indicates that the company is working to align more closely with large scale infrastructure spending as AI workloads expand. At the same time, Samsung's role in Nvidia's Vera Rubin program illustrates how competitive supplier selection can influence which companies are directly connected to major AI chip launches. How Micron executes on its enterprise focus, and which large buyers it secures, could affect how its memory mix is positioned in the AI market over time. Stay updated on the most important news stories for Micron Technology by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Micron Technology. NasdaqGS:MU Earnings & Revenue Growth as at Feb 2026 How Micron Technology stacks up against its biggest competitors Samsung pulling forward its HBM4 schedule and winning prime placement in Nvidia’s next AI accelerator tightens the race for high bandwidth memory, but it d...
Key Points The fashion house posted second-quarter results that were slightly better than analyst estimates. While it increased net sales considerably, its net loss deepened. 10 stocks we like better than LuxExperience B.v. › High-end fashion etailer LuxExperience (NYSE: LUXE) was quite the attractive sleeper stock on Tuesday. Thanks to fiscal second-quarter earnings that came in above analyst est...
Key Points The fashion house posted second-quarter results that were slightly better than analyst estimates. While it increased net sales considerably, its net loss deepened. 10 stocks we like better than LuxExperience B.v. › High-end fashion etailer LuxExperience (NYSE: LUXE) was quite the attractive sleeper stock on Tuesday. Thanks to fiscal second-quarter earnings that came in above analyst estimates and positive guidance adjustments, the company's shares saw a more than 21% lift in price on the day. Top and bottom-line beats For its second frame of fiscal 2026, LuxExperience's net sales nearly tripled on a year-over-year basis to just under 647 million euros ($770 million). Its net loss deepened to 9.1 million euros ($10.8 million), from second quarter 2025's deficit of almost 7.7 million ($9.2 million). On a per-share basis, that former number was 0.05 euros ($0.06). Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Both figures bettered the consensus analyst projections, although not spectacularly. Collectively, the pundits tracking LuxExperience stock were anticipating slightly below 646 million euros ($769 million) on the top line, and a deeper per-share net loss of 0.07 euros ($0.08). The company, a mini-conglomerate of luxury brands, did particularly well with its core Mytheresa line. Its net sales rose by nearly 9% during the quarter to produce nearly 243 million ($289 million) in revenue. On the other hand, Net-a-Porter and the accompanying Mr Porter saw a 1% slide in net sales together, while Yoox declined by 7%. Raising the low end Clearly encouraged by its performance, LuxExperience raised the lower end of its gross merchandise value (GMV) and earnings before interest, taxes, depreciation, and amortization (EBITDA) guidance for the entirety of fiscal 2026. For the former, the retailer...
政府擬上半年提交附屬法例 進一步開放沙頭角、米埔禁區 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】政府計劃上半年向立法會提交附屬法例，進一步開放沙頭角及米埔禁區。 政府計劃開放沙頭角蓮麻坑村附近邊境禁區路段，讓...
政府擬上半年提交附屬法例 進一步開放沙頭角、米埔禁區 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】政府計劃上半年向立法會提交附屬法例，進一步開放沙頭角及米埔禁區。 政府計劃開放沙頭角蓮麻坑村附近邊境禁區路段，讓乘坐專線小巴的市民永久豁免申請禁區證，進入沙頭角蓮麻坑村或紅花嶺郊野公園。另外，為便利市民到訪米埔，政府亦計劃取消部份米埔邊境禁區 ，並修訂邊境禁區界線，但市民仍要向漁護署申請進入沼澤區許可證。兩項修例會「先訂立後審議」，目標在今年年中實施。
Investors were encouraged by a positive projection in the company's fourth quarter. Unexpectedly optimistic guidance was the factor powering Oscar Health's (OSCR +1.42%) rise on the stock market Tuesday. The next-generation healthcare company reported its latest set of financial results, and while it missed analyst estimates on trailing results, investors liked what they saw with the crystal-ball ...
Investors were encouraged by a positive projection in the company's fourth quarter. Unexpectedly optimistic guidance was the factor powering Oscar Health's (OSCR +1.42%) rise on the stock market Tuesday. The next-generation healthcare company reported its latest set of financial results, and while it missed analyst estimates on trailing results, investors liked what they saw with the crystal-ball gazing. At the end of the trading session, Oscar's stock was up by nearly 2%. Falling short Oscar's total revenue for its fourth quarter of 2025 was $2.8 billion, up a robust 17% from the same period the previous year. On the other hand, the company's net loss in accordance with generally accepted accounting principles (GAAP) deepened considerably, to almost $353 million ($1.24 per share) from fourth quarter 2024's deficit of almost $154 million. Analysts tracking Oscar were expecting the company to do notably better in both fundamentals. Their average estimate for revenue was $3.1 billion, while that for net loss was only $0.89 per share. In the press release detailing the results, Oscar waxed optimistic about one notable growth metric -- that of the company's membership rolls. At the end of the quarter, its total member count topped 2 million, well up from the under 1.7 million in the year-ago period. Expand NYSE : OSCR Oscar Health Today's Change ( 1.42 %) $ 0.18 Current Price $ 12.84 Key Data Points Market Cap $3.4B Day's Range $ 12.83 - $ 14.35 52wk Range $ 11.20 - $ 23.80 Volume 1.3M Avg Vol 11M Bullish outlook Oscar is clearly looking toward the future, and liking what it sees. The section of the earnings report that wowed investors was the company's full-year guidance; it's counting on total revenue of $18.7 billion to $19 billion, with earnings from operations coming in at $250 million to $450 million (the company posted a loss of almost $334 million in this line item in the fourth quarter). It did not provide a net income forecast. That revenue projection is far a...
盧寵茂到訪深圳 晤廣東省、深圳市政府衞生及口岸辦官員 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】醫務衞生局局長盧寵茂到訪深圳，與廣東省和深圳市政府的衞生和口岸辦官員會面。 盧寵茂與廣東省衞健委副主任鄧林峰到港...
盧寵茂到訪深圳 晤廣東省、深圳市政府衞生及口岸辦官員 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】醫務衞生局局長盧寵茂到訪深圳，與廣東省和深圳市政府的衞生和口岸辦官員會面。 盧寵茂與廣東省衞健委副主任鄧林峰到港大深圳醫院調研跨境醫療運作情況，與到診的香港長者交流，又參觀醫院第二期建設。盧寵茂表示期望與當地繼續合力推展跨境醫療紀錄互通，支援市民的跨境醫療需求，提升跨境醫護服務質量安全。盧寵茂亦與深圳市衞健委副主任李創，以及深圳口岸辦、海關代表等會談，簡介特區政府的控煙政策。
成都大熊貓基地30隻熊貓寶寶亮相 提早向公眾拜年 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】大熊貓國家保護研究中心和成都大熊貓繁育研究基地，30隻2025年新生大熊貓寶寶集體亮相，提早向公眾拜年。 「給大家拜...
成都大熊貓基地30隻熊貓寶寶亮相 提早向公眾拜年 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】大熊貓國家保護研究中心和成都大熊貓繁育研究基地，30隻2025年新生大熊貓寶寶集體亮相，提早向公眾拜年。 「給大家拜年了，團團圓圓熊貓樂，喜迎新春福滿圓。」30隻大熊貓寶寶，在飼養員帶領下亮相，牠們只有幾個月大，去年5月至7月出生，目前體重大約10至15公斤，健康狀況良好。飼養員說牠們有不同性格，有些較活潑好動，有些每天只顧睡覺不願動，農曆新年期間，大熊貓寶寶會在基地與公眾見面，遊客可以近距離觀賞，大熊貓媽媽與寶寶之間的互動。
政府公布高層官員任命 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】政府公布高層官員任命。 商務及經濟發展局常任秘書長黃少珠，周四起出任政制及內地事務局常任秘書長，接替已展開退休前休假的傅小慧。新聞處處長廖李可期...
政府公布高層官員任命 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】政府公布高層官員任命。 商務及經濟發展局常任秘書長黃少珠，周四起出任政制及內地事務局常任秘書長，接替已展開退休前休假的傅小慧。新聞處處長廖李可期下月30日出任保安局常任秘書長。而前數字政策專員黃志光，在本月2日展開退休前休假，現由副數字政策專員（數字基建）張宜偉署任數字政策專員。
bluebay2014/iStock via Getty Images By Zain Vawda Market performance was mixed on Tuesday as the Dow Jones Industrial Average secured its third consecutive record high, while the S&P 500 and Nasdaq ended the session in the red. Market participants were primarily focused on flat retail sales data and the anticipation of an upcoming labor market report. The communication services sector suffered the...
bluebay2014/iStock via Getty Images By Zain Vawda Market performance was mixed on Tuesday as the Dow Jones Industrial Average secured its third consecutive record high, while the S&P 500 and Nasdaq ended the session in the red. Market participants were primarily focused on flat retail sales data and the anticipation of an upcoming labor market report. The communication services sector suffered the most significant decline, largely due to a 1.8% drop in Alphabet ( GOOG ) ( GOOGL ) shares following the company’s $20 billion bond sale. This move intensified broader market anxieties regarding the massive capital expenditures required for AI infrastructure, with industry giants like Amazon ( AMZN ), Alphabet, Meta ( META ), and Microsoft ( MSFT ) projected to spend hundreds of billions of dollars collectively throughout 2026. S&P 500 Heatmap Source: Tradingview Source: TradingView Economic indicators added to the cautious sentiment, as US retail sales remained stagnant in December, missing the 0.4% growth forecasted by economists. This lack of growth, driven by reduced spending on big-ticket items like vehicles, suggests a cooling economy as the new year begins. Despite the sluggish data, expectations for a dovish shift from the Federal Reserve increased, with the probability of an April rate cut rising to 36.9% from Monday's 32.2%. Nevertheless, the consensus remains that rates will hold steady until June, coinciding with the potential leadership transition to Fed chair nominee Kevin Warsh, pending Senate approval. The Dow Jones Industrial Average rose to 50609, an intraday record high earlier in the day before a pullback to close the session around the 50348 handle.. Is the S&P 500 poised for a breakout beyond 7000? The S&P 500 has all but recovered from the selloff that began on February 3 and culminated in a low print of 6735 on February 5. There are signs from both a technical and fundamental perspective that hint at a potential upside breakout. First we have the te...
When Government Subsidies Stopped, Doritos Got 15% Cheaper Authored by James Hickman via SchiffSovereign.com, PepsiCo spent $2.8 million last year lobbying to keep junk food eligible for food stamps. But last week - after Health and Human Services Secretary Robert F. Kennedy Jr. got 18 states to ban SNAP purchases of products like soda, candy, and processed snacks - PepsiCo announced price cuts of...
When Government Subsidies Stopped, Doritos Got 15% Cheaper Authored by James Hickman via SchiffSovereign.com, PepsiCo spent $2.8 million last year lobbying to keep junk food eligible for food stamps. But last week - after Health and Human Services Secretary Robert F. Kennedy Jr. got 18 states to ban SNAP purchases of products like soda, candy, and processed snacks - PepsiCo announced price cuts of up to 15% on Doritos, Lay’s, Tostitos, and other Frito-Lay products. The company’s official explanation was “affordability.” CEO Ramon Laguarta cited low-income consumers are switching to store brands. But the timing tells the real story. The Supplemental Nutrition Assistance Program— food stamps— is a $100 billion per year program serving roughly 42 million Americans. And according to the USDA’s own data, about 20 cents of every SNAP dollar goes to sweetened beverages, candy, salty snacks, and sugar. In fact soft drinks alone are the single largest category of SNAP purchases. And, until last week, products from Pepsi’s Frito-Lay division were in 7.2% of all shopping trips paid for with SNAP (i.e. taxpayer-funded) benefits. So when the government stopped subsidizing demand for their products, PepsiCo had to do something they hadn’t needed to do in years: compete. This is what the free market does— it forces companies to be more efficient, cut prices, and pass savings on to their customers. But here’s the thing— this is one company, one product line, one government program. Zoom out and you can see just how much of price inflation in our daily lives is due directly to government spending— before we even get into monetary policy like printing money. When a guaranteed buyer shows up with a bottomless wallet, prices go up. Just look at college tuition. In 1965, Congress passed the Higher Education Act and began backing student loans with federal dollars. Since then, tuition has risen roughly three times faster than inflation. A year at a private university that cost $2,800 in ...