Applied Materials, Inc. recently announced it is working with Micron Technology to co-develop next-generation DRAM, high-bandwidth memory and NAND for AI systems, leveraging Applied’s new US$5.00 billion EPIC Center in Silicon Valley and Micron’s Boise innovation hub to enhance energy-efficient, advanced packaging and memory architectures. This collaboration deepens Applied Materials’ role inside ...
Applied Materials, Inc. recently announced it is working with Micron Technology to co-develop next-generation DRAM, high-bandwidth memory and NAND for AI systems, leveraging Applied’s new US$5.00 billion EPIC Center in Silicon Valley and Micron’s Boise innovation hub to enhance energy-efficient, advanced packaging and memory architectures. This collaboration deepens Applied Materials’ role inside customers’ R&D roadmaps, potentially accelerating how quickly new AI-focused memory and packaging technologies move from lab concepts into large-scale manufacturing. We’ll now explore how Applied’s expanded co-development with Micron on advanced AI memory could reshape the company’s longer-term investment narrative. The future of work is here. Discover the 29 top robotics and automation stocks leading the charge in AI-driven automation and industrial transformation. Applied Materials Investment Narrative Recap To own Applied Materials, you need to believe that AI-driven demand for advanced chips and packaging will keep requiring more complex manufacturing tools, and that Applied can stay at the center of that tooling. The Micron co-development news directly reinforces the AI memory and advanced packaging catalyst in the near term, while also highlighting an ongoing risk: rising R&D intensity that may not always convert into timely, revenue-generating tools if customer adoption slows. The most closely linked recent announcement is Samsung joining Applied’s new US$5,000,000,000 EPIC Center, which, together with Micron’s participation, underlines how deeply Applied is embedding itself in leading-edge R&D for AI chips and memory. This kind of early co-innovation is central to the bullish catalyst that Applied can capture more process steps and higher value systems as AI architectures evolve, even as it faces export, competition and spending-cycle risks. Yet even as these AI partnerships deepen, investors should be aware that export controls and shifting global competition could...
Taiwan Semiconductor Manufacturing reported strong February revenue growth, but investors remain focused on seasonal weakness and potential energy disruptions.
Taiwan Semiconductor Manufacturing reported strong February revenue growth, but investors remain focused on seasonal weakness and potential energy disruptions.
Hailshadow/iStock via Getty Images Capricor Therapeutics ( CAPR ) added ~17% on Tuesday after the U.S. Food and Drug Administration agreed to review the company’s previously rejected lead candidate, Deramiocel, a cell therapy for patients with a rare disorder called Duchenne muscular dystrophy. In July 2025, Capricor ( CAPR ) shares dropped after the FDA issued a complete response letter, rejectin...
Hailshadow/iStock via Getty Images Capricor Therapeutics ( CAPR ) added ~17% on Tuesday after the U.S. Food and Drug Administration agreed to review the company’s previously rejected lead candidate, Deramiocel, a cell therapy for patients with a rare disorder called Duchenne muscular dystrophy. In July 2025, Capricor ( CAPR ) shares dropped after the FDA issued a complete response letter, rejecting its Biologics License Application for Deramiocel, targeted at cardiomyopathy in DMD patients. The regulator resumed the review with a target action date of August 22, 2026, after the company resubmitted the BLA with data from its HOPE-3 pivotal clinical trial, the San Diego, California-based biotech said. “We look forward to continuing to work closely with the FDA throughout the review process and remain focused on bringing this important therapy to patients as expeditiously as possible,” CEO Linda Marbán added. Capricor ( CAPR ) was among the notable gainers in biotech on Monday in reaction to the departure of Vinay Prasad, head of the FDA’s biologics unit. More on Capricor Therapeutics, Inc. Capricor Therapeutics: A High Risk/High Reward Name Capricor Therapeutics, Inc. (CAPR) Discusses HOPE-3 Phase III Trial Results and Regulatory Path for Duchenne Muscular Dystrophy Therapy Transcript Capricor: A Detailed Examination Of Hope-3 Biotech firm stocks rise on FDA vaccine head’s exit Seeking Alpha’s Quant Rating on Capricor Therapeutics, Inc.
District councillors representing Hong Kong’s outlying islands have opposed a plan to raise selected ferry fares by up to 12.8 per cent, arguing that it will discourage the elderly from travelling and harm the local economy. Members of the Islands District Council on Tuesday all raised concerns that another fare increase could be sought in response to soaring fuel prices. The remarks were made as ...
District councillors representing Hong Kong’s outlying islands have opposed a plan to raise selected ferry fares by up to 12.8 per cent, arguing that it will discourage the elderly from travelling and harm the local economy. Members of the Islands District Council on Tuesday all raised concerns that another fare increase could be sought in response to soaring fuel prices. The remarks were made as the Transport Department briefed council members on the fare adjustment proposal for six key ferry routes providing access to Cheung Chau, Lamma Island, Mui Wo and Peng Chau, among others. Advertisement Many district councillors emphasised the proposed increases could place a greater financial burden on elderly residents at a time when the city will overhaul its public transport subsidy scheme. Both are expected to take effect on April 1. The revamped subsidy scheme will no longer provide a flat fare of HK$2 for those aged 60 or above, and instead will offer concessions for trips priced up to HK$10 and an 80 per cent discount for rides costing over HK$10. Advertisement For example, an elderly person in Cheung Chau will have to pay HK$6.58 for a one-way high-speed ferry ride to Central between Mondays and Saturdays, and HK$9.52 on Sundays, once the policies take effect.
(RTTNews) - Shares of BioNTech SE (BNTX) are moving down about 22 percent during Tuesday morning trading following the announcement of net loss in the fourth quarter, and co-founders Ugur Sahin and Özlem Türeci's decision to establish an independent biotechnology company The company's stock is currently trading at $80.24, down 21.48 percent or $21.54, over the previous close of $102.16 on the Nasd...
(RTTNews) - Shares of BioNTech SE (BNTX) are moving down about 22 percent during Tuesday morning trading following the announcement of net loss in the fourth quarter, and co-founders Ugur Sahin and Özlem Türeci's decision to establish an independent biotechnology company The company's stock is currently trading at $80.24, down 21.48 percent or $21.54, over the previous close of $102.16 on the Nasdaq. It has traded between $79.52 and $124.00 in the past one year. For the fourth quarter, net loss was 305.0 million euros, compared to a net income of 259.5 million euros a year ago. Moreover, the company lowers its financial guidance for fiscal year 2026, anticipating total revenues of 2.0 billion euros to 2.3 billion euros, compared to 2.87 billion euros in fiscal 2025. Meanwhile, Ugur Sahin and Özlem Türeci will transition into the management of their new company by the end of 2026 after their current service agreements end. BioNTech's Supervisory Board has initiated an executive search to identify successors for the positions to ensure a smooth transition. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.
Sanmina Corporation SANM is increasingly focusing on being a key enabler of the artificial intelligence (AI) ecosystem to capitalize on the rapid buildout of AI data center infrastructure. Leveraging advanced engineering, supply chain management and system integration through strategic acquisitions, collaborations and focused investments, the company is positioning itself to capture growth across ...
Sanmina Corporation SANM is increasingly focusing on being a key enabler of the artificial intelligence (AI) ecosystem to capitalize on the rapid buildout of AI data center infrastructure. Leveraging advanced engineering, supply chain management and system integration through strategic acquisitions, collaborations and focused investments, the company is positioning itself to capture growth across the rapidly expanding AI hardware value chain. Over the past year, Sanmina has surged 67.2% compared with the industry’s growth of 106.4%. It has outperformed peers like Jabil, Inc. JBL, but lagged Celestica Inc. CLS. While Jabil has gained 45.8%, Celestica is up 197.7% over this period. One-Year SANM Stock Price Performance Zacks Investment Research Image Source: Zacks Investment Research SANM Rides on ZT Systems Buyout In October 2025, Sanmina completed the acquisition of ZT Systems' data center infrastructure manufacturing business from Advanced Micro Devices, Inc. AMD. ZT Systems is a major supplier of high-performance cloud and AI infrastructure for hyperscale customers, including rack-scale computing platforms. The buyout added massive scale to Sanmina’s AI and cloud manufacturing capabilities, offering a more comprehensive and integrated solution for the fast-growing Cloud and AI end-market. Moreover, the transaction enabled Sanmina to gain stronger access to hyperscale cloud providers, who are investing billions in AI infrastructure. AMD also selected Sanmina as a manufacturing partner for its AI rack-scale solutions, enabling faster deployment of cloud AI infrastructure. The collaboration combined AMD’s AI chip-design capabilities with Sanmina’s manufacturing and systems integration expertise to accelerate the deployment of AI systems infrastructure. 42Q Connected Manufacturing Aids SANM Beyond AI, Sanmina is also focusing on 42Q connected manufacturing that effectively integrates data from customers’ global factories and suppliers’ fleets and creates an up-to-date...
Every year, we have a blast covering a fresh crop of winners of the Ig Nobel prizes. After 35 years in Boston, the annual prize ceremony will take place in Zurich, Switzerland, this year and will continue to be held in a European city for the foreseeable future. The reason: concerns about the safety of international travelers, who are increasingly reluctant to travel to the US to participate. “Dur...
Every year, we have a blast covering a fresh crop of winners of the Ig Nobel prizes. After 35 years in Boston, the annual prize ceremony will take place in Zurich, Switzerland, this year and will continue to be held in a European city for the foreseeable future. The reason: concerns about the safety of international travelers, who are increasingly reluctant to travel to the US to participate. “During the past year, it has become unsafe for our guests to visit the country,” Marc Abrahams, master of ceremonies and editor of The Annals of Improbable Research magazine, told The Associated Press . “We cannot in good conscience ask the new winners, or the international journalists who cover the event, to travel to the US this year.” Established in 1991, the Ig Nobels are a good-natured parody of the Nobel Prizes; they honor “achievements that first make people laugh and then make them think.” As the motto implies, the research being honored might seem ridiculous at first glance, but that doesn’t mean it’s devoid of scientific merit. The unapologetically campy awards ceremony features miniature operas, scientific demos, and the 24/7 lectures, in which experts must explain their work twice: once in 24 seconds and again in just seven words. Read full article Comments
Oracle (ORCL) will release its third-quarter fiscal year 2026 results today after the market closes. Notably, ORCL stock has suffered a dramatic correction in recent months. Shares have fallen more than 55% from their 52-week high of $345.72, erasing any artificial intelligence (AI)-driven gains. The steep decline reflects growing investor unease over several issues, including Oracle’s aggressive ...
Oracle (ORCL) will release its third-quarter fiscal year 2026 results today after the market closes. Notably, ORCL stock has suffered a dramatic correction in recent months. Shares have fallen more than 55% from their 52-week high of $345.72, erasing any artificial intelligence (AI)-driven gains. The steep decline reflects growing investor unease over several issues, including Oracle’s aggressive capital spending on AI and cloud, customer concentration risk, and uncertainty about how the company plans to finance the massive infrastructure investments required to support rising demand. Despite those concerns, the company’s business momentum remains solid. The Oracle Cloud Infrastructure (OCI) segment is witnessing a surge in AI workloads. In particular, demand tied to graphics processing units (GPUs) has been a key contributor, as enterprises increasingly deploy AI applications that require significant computing power. This could provide a meaningful boost to Oracle’s top line. Further, due to the selloff, Oracle’s 14-period relative strength index (RSI) currently sits around 46, well below the 70 level that typically signals overbought conditions. This suggests that the stock has room to run following the earnings release. Options markets are pricing in a potential move of about 10.4% in either direction for contracts expiring on March 13. That implied volatility is lower than Oracle’s average post-earnings move of roughly 16.1% over the past four quarters, suggesting traders anticipate a more moderate reaction this time around. Historically, Oracle’s earnings announcements have produced mixed responses from investors. The stock has declined following two of its last four earnings releases. Oracle's Q3 Expectations While Oracle stock has dropped significantly, expectations remain high for another solid quarter from the company as it continues to benefit from accelerating demand for cloud and AI infrastructure. Notably, in Q2, Oracle’s cloud business accounted for ro...
Panchanut Chobjit/iStock via Getty Images Seat model breaks, pricing shifts to usage and outcomes, and the winners are the ones who control the new meter The “SaaSpocalypse” take is seductive because it’s clean. AI agents show up, humans do less clicking, and suddenly all those per seat subscriptions look like dead weight. It sounds like the same story we’ve seen before: a new layer arrives and ea...
Panchanut Chobjit/iStock via Getty Images Seat model breaks, pricing shifts to usage and outcomes, and the winners are the ones who control the new meter The “SaaSpocalypse” take is seductive because it’s clean. AI agents show up, humans do less clicking, and suddenly all those per seat subscriptions look like dead weight. It sounds like the same story we’ve seen before: a new layer arrives and eats the old one. But if you’ve spent any time inside an enterprise, you know the enterprise doesn’t work that way. Nobody wakes up one morning and uninstalls Salesforce, ServiceNow, SAP, Workday, Microsoft because an agent got smarter. Those systems are not “tools,” they’re the rails. They are where data lives, where permissions live, where audit trails live, where compliance lives, where approvals live. They are the system of record and the system of action. So no, SaaS isn’t dying. What’s dying is the idea that the right unit to bill for is “a human seat.” And that is a much bigger change than people realize. Because the whole SaaS model of the last decade quietly assumed a stable relationship between headcount and economic output. More employees meant more seats. Growing company meant rising ARR. Even if the product wasn’t loved, it could still ride the headcount curve. Seat-based pricing was a tax on organizational growth. AI breaks that relationship. Not overnight, not everywhere, but enough to matter. If a company can run flatter, if one agent can do the repetitive work of a team, you end up with something that feels weird at first: output grows, headcount doesn’t. Or headcount shrinks. And once headcount becomes a variable you can reduce without destroying output, every CFO looks at per seat SaaS and starts asking a question they didn’t used to ask out loud: "Why am I paying a headcount tax?" That’s the re-metering event. The fight isn’t about whether software tools remain. They will. The fight is about what the vendor gets to charge for when the human seat is no long...