Germany has been warned that a “China shock” to its trade economy is the biggest driver of its industrial slump, in a new report that urges Berlin to throw its weight behind stronger EU measures against Beijing. Much soul-searching has been under way in Berlin over recent years, with the German government focusing on deregulation in an effort to kick-start a sputtering economy. According to the re...
Germany has been warned that a “China shock” to its trade economy is the biggest driver of its industrial slump, in a new report that urges Berlin to throw its weight behind stronger EU measures against Beijing. Much soul-searching has been under way in Berlin over recent years, with the German government focusing on deregulation in an effort to kick-start a sputtering economy. According to the report from influential think tank the Centre for European Reform, the “China shock is now the most important cause of Germany’s malaise” – even if “it is the one Berlin remains least willing to confront”. Advertisement The report’s authors, economists Sander Tordoir and Brad Setser, described the effect on Germany as Phantomschmerz, or phantom limb – “a pain felt where something vital has already been lost”. “That missing limb is export demand, chopped off by China’s profound pressure on Germany’s industrial base,” they wrote. Advertisement The report found that Germany’s exports to China as a share of GDP have fallen by more than 40 per cent since the 2021 peak and that, since mid-2025, Germany has been buying more capital goods from China than vice versa – a remarkable turnaround for Europe’s industrial engine.
Washington would not raise future tariffs on Chinese goods above the level stipulated in a trade truce the two countries hammered out late last year, Beijing said, a commitment arising from talks in South Korea held hours before US President Donald Trump’s arrival in the Chinese capital last week. Analysts said the pledge signals a shift in relations between the world’s two largest economies – fro...
Washington would not raise future tariffs on Chinese goods above the level stipulated in a trade truce the two countries hammered out late last year, Beijing said, a commitment arising from talks in South Korea held hours before US President Donald Trump’s arrival in the Chinese capital last week. Analysts said the pledge signals a shift in relations between the world’s two largest economies – from unilateral trade shocks towards a phase of “managed competition”. Advertisement “We hope the US side will honour its commitment that … US tariff levels on Chinese goods will not exceed those set under the Kuala Lumpur trade consultation arrangements,” a spokesperson from China’s Ministry of Commerce said in a statement on Wednesday. The statement referred to a one-year agreement, negotiated by both sides in Kuala Lumpur in October, which suspended a swathe of reciprocal tariffs and non-tariff measures until November 10 this year. The ministry also urged Washington to “further roll back relevant unilateral tariffs on China through follow-up consultations, creating positive conditions for expanding bilateral economic and trade cooperation”. Both sides had, in principle, agreed to discuss a framework for reciprocal tariff cuts covering at least US$30 billion worth of each other’s goods, according to the ministry’s statement, which outlined the results of trade talks held in Seoul shortly before Trump met President Xi Jinping in Beijing. Advertisement
watch now VIDEO 2:48 02:48 Trade-in data shows at more people are swapping gas for EV, but it's nuanced Consumer & Retail Digital Original Video Customers are continuing to shift to electric vehicles, but industry analysts say the picture is complicated. A rising share of car buyers traded their gas cars in for EVs in April, according to data Edmunds shared with CNBC. In January, 67.1% of buyers p...
watch now VIDEO 2:48 02:48 Trade-in data shows at more people are swapping gas for EV, but it's nuanced Consumer & Retail Digital Original Video Customers are continuing to shift to electric vehicles, but industry analysts say the picture is complicated. A rising share of car buyers traded their gas cars in for EVs in April, according to data Edmunds shared with CNBC. In January, 67.1% of buyers purchasing a new EV at dealerships traded in a gas car. By April, that climbed 7%, to 72.1%, according to the auto site. The data also showed that EV loyalty numbers are rising: In January, 26.2% of buyers traded in an older EV for a new EV and 34.3% traded for a used one. Those numbers rose, as of April 26, to 35.4% and 44.5%, respectively. These data points indicate EV interest is growing, despite the loss of federal and some state incentives that encouraged consumers to purchase the vehicles, and a pivot among many automakers back to internal combustion and hybrid vehicles. Analysts and industry insiders have cited rising fuel prices as a possible factor motivating these decisions. The national average gas prices has risen roughly 44% from the same period a year ago, according to AAA . Edmunds Senior Director of Insights Ivan Drury said it's still a bit too early to tell if this is a strong, lasting shift. Oil and gas prices started rising after the U.S. and Israel attacked Iran on Feb. 28. About three more months of high gas prices and elevated EV trade-in numbers will give a better indication of whether customers feel pinched enough at the pump to consider a switch, Drury said. "At six months, you're going to start dragging in even more consumers who are just going to be over it, especially if we see that other costs are increasing too," he said. Tesla electric vehicles (EV) in front of the company's store in Colma, California, US, on Monday, Nov. 10, 2025. David Paul Morris | Bloomberg | Getty Images Those making the swap are already looking for a new vehicle, said Eri...
Apple TV is best known for its lineup of science fiction shows and feel-good sitcoms, but of late the streaming service has veered in a different direction. A pair of its current buzziest shows explore the world of OnlyFans creators and cam models, and they’re timed up near perfectly; just as one ends (Margo’s Got Money Troubles) another is set to begin (Maximum Pleasure Guaranteed). According to ...
Apple TV is best known for its lineup of science fiction shows and feel-good sitcoms, but of late the streaming service has veered in a different direction. A pair of its current buzziest shows explore the world of OnlyFans creators and cam models, and they’re timed up near perfectly; just as one ends (Margo’s Got Money Troubles) another is set to begin (Maximum Pleasure Guaranteed). According to Maximum Pleasure Guaranteed creator and showrunner David J. Rosen, the timing is something of a coincidence, but also indicative of the current moment. “I think it’s in the air,” he says. “There’s just more and more acceptance of finding companionship and friendship and relationships through our computer screens and through our phones, and it’s natural that there’s going to be more storytelling that way.” Despite their similar themes, the two shows are dramatically different in terms of tone and perspective. Based on the novel of the same name from Rufi Thorpe, Margo’s Got Money Troubles — the finale of which streams on May 20th, though the show has already been renewed for season 2 — is a dramedy starring Elle Fanning in the titular role. Margo is a college student and budding writer who has an affair with her professor and ends up pregnant. Forced to drop out of school, and fired from her part-time job, she ends up venturing into the realm of OnlyFans as a way to support her kid as a single parent. The show is playful and funny — Margo’s OF persona is a clueless alien, and one of her paid services involves describing dicks as different pokémon — but it also attempts to get at some of the realities of the industry. While Margo finds a supportive community among her best friend, fellow OF creators, and (eventually) her family, she’s still forced to deal with the stigma that can come from sex work. In one notably scary scene, she’s doxxed in the real world when she’s recognized at a party, and has to find a safe route home. Her line of work becomes a particularly challenging...
Iryna Melnyk/iStock via Getty Images Gasoline prices have been on the minds of most consumers lately, largely because gasoline prices have gone up significantly since the United States and Israel engaged in warfare against Iran. Data by YCharts Gasoline demand is typically considered to be inelastic, meaning that no matter how much the price changes, the amount of volume that is purchased and cons...
Iryna Melnyk/iStock via Getty Images Gasoline prices have been on the minds of most consumers lately, largely because gasoline prices have gone up significantly since the United States and Israel engaged in warfare against Iran. Data by YCharts Gasoline demand is typically considered to be inelastic, meaning that no matter how much the price changes, the amount of volume that is purchased and consumed by consumers rarely shifts considerably. This is largely because most consumers are forced to burn fuel to get to their workplace. It's often called the "commuter tax" because it is a price they have to pay to go to work. However, the higher gas prices go, the more it reduces demand for other products because fuel demands more and more of the consumers' wallet share. Gasoline prices are heavily governed by oil prices, as oil is the base product for it, understandably. Furthermore, the trucking industry, which moves much of America's goods in the final miles of their travel, is getting heavily impacted by high diesel prices. Some smaller trucking operations are reporting that unless the price is reduced in some way or another, they'll have to shut down operations because it's unprofitable to move goods. SUN Q1 Earning Slides Personally, I am not a big fan of owning individual gas station locations. There are many people who go into the consumer store and gasoline sector and own one or two locations, and actually, the vast majority of the sector is considered to be highly diversified among small owners. What I would prefer instead is to take one step further back and be the middleman who moves fuel from the refinery to the gas station. Today, I want to look at a company that does just that. Let's dive in. A Massive Beat As Parkland Earnings Flow In SUN Q1 Earning Slides Sunoco ( SUN ) is a massive, publicly traded, fuel distribution-focused midstream Master Limited Partnership (MLP). They also have a subsidiary, Sunoco LLC ( SUNC ), that is a publicly traded C-corporatio...
ismagilov/iStock via Getty Images The first quarter proved to be a boon for many major US managed care insurers, as earnings results exceeded consensus estimates, leading to rises in stock prices and higher full-year earnings estimates. Many of the top publicly traded US managed care insurers' medical costs fell during the first quarter of 2026 after notable rises throughout 2025, resulting in rai...
ismagilov/iStock via Getty Images The first quarter proved to be a boon for many major US managed care insurers, as earnings results exceeded consensus estimates, leading to rises in stock prices and higher full-year earnings estimates. Many of the top publicly traded US managed care insurers' medical costs fell during the first quarter of 2026 after notable rises throughout 2025, resulting in raised full-year earnings estimates and generally positive responses from investors. Additionally, the Centers for Medicare & Medicaid Services (CMS) released higher-than-expected 2027 rates for Medicare Advantage plans that are aimed at seniors, assuaging some investor concerns. In the wake of first-quarter earnings releases, several major managed care insurers raised their full-year earnings estimates and saw their stock prices steadily rise. The shift followed a dour fourth quarter, during which managed care insurers' earnings calls pointed to ongoing cost pressure, primarily related to government-subsidized Medicaid and Medicare Advantage plans. Estimates on the rise A year after UnitedHealth Group Inc. ( UNH ) released "unusual and unacceptable" first-quarter 2025 earnings results, setting off a series of internal changes, the sector leader began 2026's earnings season in a stronger position. The first major health insurer to report first-quarter 2026 earnings on April 21, UnitedHealth raised its full-year adjusted earnings per share guidance to $18.25 from $17.75. Like many managed care insurers, UnitedHealth's insurance arm, UnitedHealthcare, has been plagued by rising costs and slowly shifting rates for its government-subsidized plans. Some of these concerns were addressed earlier in April when CMS released higher-than-expected 2027 rates for Medicare Advantage plans aimed at seniors. The nearly 2.5% rate increase greatly exceeded the agency's previous indications that it would keep rates nearly flat. Tim Noel, CEO of UnitedHealthcare, pointed to these new rates during...
Applied Materials, Inc. Companies to collaborate on R&D to accelerate introduction of advanced packaging technologies for next-generation AI chips and systems Partnership will leverage Applied’s global network of innovation centers, including new EPIC Center in Silicon Valley SANTA CLARA, Calif., May 20, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. (Nasdaq: AMAT), the leader in materials engin...
Applied Materials, Inc. Companies to collaborate on R&D to accelerate introduction of advanced packaging technologies for next-generation AI chips and systems Partnership will leverage Applied’s global network of innovation centers, including new EPIC Center in Silicon Valley SANTA CLARA, Calif., May 20, 2026 (GLOBE NEWSWIRE) -- Applied Materials, Inc. (Nasdaq: AMAT), the leader in materials engineering for the semiconductor industry, today announced that Broadcom Inc. (Nasdaq: AVGO) will join Applied’s EPIC platform as an innovation partner to accelerate development of advanced chip packaging technologies critical to next-generation AI systems. The explosive growth of AI has driven a surge in demand for high-performance, energy-efficient compute infrastructure. To address this demand, chipmakers and system designers are increasingly adopting advanced packaging techniques and heterogeneous integration of multiple chips, aiming to boost energy-efficient performance across their systems. To unlock AI’s full potential, the industry is developing a new set of packaging building blocks to dramatically increase the interconnect density and bandwidth of tomorrow’s systems. “The EPIC platform is designed to drive co-innovation across the ecosystem to change the way semiconductor technologies are developed and commercialized,” said Gary Dickerson, President and CEO of Applied Materials. “This new model gives leading system designers like Broadcom early access to foundational innovations in materials and process equipment, providing an opportunity for deep collaboration to accelerate the introduction of new advanced packaging technologies.” “Close collaboration with partners throughout the supply chain is critical to delivering the next generation of high-performance AI systems,” said Charlie Kawwas, President of the Semiconductor Solutions Group at Broadcom. “By bringing together Applied’s expertise in materials engineering with Broadcom’s leading capabilities in semiconduct...
Water demand is set to outpace supply by 40% by 2030, and scarcity is spurring broad changes across the global economy, giving rise to companies that aim to provide solutions for the growing crisis. On this week’s episode of the ESG Currents podcast, Tom Ferguson, founder and managing partner of Burnt Island Ventures, joins Eric Kane, Bloomberg Intelligence’s director of ESG research, to discuss e...
Water demand is set to outpace supply by 40% by 2030, and scarcity is spurring broad changes across the global economy, giving rise to companies that aim to provide solutions for the growing crisis. On this week’s episode of the ESG Currents podcast, Tom Ferguson, founder and managing partner of Burnt Island Ventures, joins Eric Kane, Bloomberg Intelligence’s director of ESG research, to discuss emerging opportunities in desalination, industrial treatment, reuse and more. They explore how AI is
00:00 Speaker A Nvidia's print coming after the close tomorrow. What do you expect, John? You going to get another beat and raise there? 00:04 John Yeah, I think everyone's expecting a beat and raise and I guess if that's the case, maybe it's not a beat and raise. I think the numbers themselves probably a little bit less um consequential here. I think what's going to matter more is um is how manag...
00:00 Speaker A Nvidia's print coming after the close tomorrow. What do you expect, John? You going to get another beat and raise there? 00:04 John Yeah, I think everyone's expecting a beat and raise and I guess if that's the case, maybe it's not a beat and raise. I think the numbers themselves probably a little bit less um consequential here. I think what's going to matter more is um is how management's framing the opportunity, any any update they provide on the kind of longer-term revenue forecast they gave in March, um and maybe any forward-looking commentary on next year and even on 2028 as well. 00:36 Speaker A What would you say the bear case is for Nvidia? Just broadly and simply. 00:40 John I think there's two bear cases here. One is more, I'd say financial and the other is a little bit more technical. On the financial side, half of Nvidia's business is basically from five large companies. and those companies have collectively uh taken free cash flow to near zero this year. They're spending so much to build out AI infrastructure that um, you know, they don't have much more free cash flow to deploy towards infrastructure provided by someone like Nvidia going forward. The more technical bear case is that as the AI industry, as workloads move increasingly from training to inference, maybe Nvidia's mote is a little bit, you know, less strong than it was in the training world. And that's a more complicated discussion. I think that's going to play out over the next several years, not the next couple of quarters. but I do think that the valuation on Nvidia, uh, um, you know, already seems to discount a lot of those pressures.
AMD’s answer to Nvidia’s DGX Spark AI workstations, codenamed the Ryzen AI Halo, will be available for pre-order later next month for anyone with $3,999 burning a hole in their pocket. That might sound like a lot for an AI mini PC, but don’t worry. Compared to cloud APIs, it practically pays for itself. Or, well, that’s AMD’s sales pitch. The House of Zen argues that if you spend eight hours a day...
AMD’s answer to Nvidia’s DGX Spark AI workstations, codenamed the Ryzen AI Halo, will be available for pre-order later next month for anyone with $3,999 burning a hole in their pocket. That might sound like a lot for an AI mini PC, but don’t worry. Compared to cloud APIs, it practically pays for itself. Or, well, that’s AMD’s sales pitch. The House of Zen argues that if you spend eight hours a day vibe coding, the system could save you $750 a month. REG AD AMD claims its Ryzen AI Halo could save developers a whopping $750 a month by vibe coding with local models instead of cloud APIs. Whether this helps you justify paying for hardware that less than a year ago could be found for between $2,200 and $2,999 or not, it’s (probably) not AMD being greedy here; the RAMpocalypse has been hard on everyone. REG AD Much like the DGX Spark, which now retails for $4,699, up from $3,999 when we reviewed it last fall, AMD’s rendition aims to provide a curated developer environment for running local models and agentic AI frameworks. This is really the core value proposition behind either of these devices. They aren’t the most powerful or fastest AI systems, but they’re able to run models that a few years ago would have cost $20K or more. A little box of TOPS The diminutive system measures in at 5.9 x 5.9 x 1.7 inches (150 x 150 x 43 mm) and is powered by a 120 watt Ryzen AI Max+ 395 APU, better known by its codename Strix Halo. Here's a quick overview of AMD's $4K Ryzen AI Halo dev systems. The chip is backed by 128 GB of LPDDR5x 8000 MT/s memory, which feeds both its 16 Zen 5 cores and 40 RDNA 3.5 GPU compute units, providing up to 256 GB/s of bandwidth, more than a Ryzen 9000 Threadripper (non-Pro) system. For local AI enthusiasts, that’s enough to run models up to 200 billion parameters in size at 4-bit precision — just like the more expensive Spark. The bulk of the Ryzen AI Halo’s compute comes from its integrated graphics, which are capable of delivering roughly 56 teraFLOPS a...
Expansion of Israel Electric Corporation IC Drone Contract Expected to Generate Over $1 Million in 2026 Revenue Launch of AEROTRACE™ AI-Powered Aerial Intelligence Platform; Bird of Prey Defense Drone Collaboration with Elbit Continues to Advance as Global Defense Spending on Drone Tech Rises Subsequent to Quarter End, Company Completed Approximately $9.2 Million Underwritten Public Offering and U...
Expansion of Israel Electric Corporation IC Drone Contract Expected to Generate Over $1 Million in 2026 Revenue Launch of AEROTRACE™ AI-Powered Aerial Intelligence Platform; Bird of Prey Defense Drone Collaboration with Elbit Continues to Advance as Global Defense Spending on Drone Tech Rises Subsequent to Quarter End, Company Completed Approximately $9.2 Million Underwritten Public Offering and Uplisting on the Nasdaq Capital Market FT. LAUDERDALE, FL, May 20, 2026 (GLOBE NEWSWIRE) -- Duke Robotics Corp. (Nasdaq: DUKR; DUKRW) (“Duke Robotics” or the “Company”), a leader in advanced robotics and drone-based solutions for civilian and defense markets, today reported financial results for the first quarter ended March 31, 2026, and provided a corporate update. Yossef Balucka, Chief Executive Officer of Duke Robotics, commented: “The first quarter of 2026 positioned Duke Robotics at what we believe is a clear inflection point for the Company. We now have three commercially validated platforms: our Insulator Cleaning (“IC”) Drone service for high-voltage utility insulators, our AEROTRACE™ AI-powered aerial intelligence solution, and the Bird of Prey stabilized weapons drone system, marketed by Elbit Systems Land Ltd. (“Elbit”). During the quarter we expanded our commercial relationship with the Israel Electric Corporation (“IEC”), with a new purchase order which is expected to generate over a million U.S. dollars of revenue for Duke Robotics during 2026. Subsequent to the end of the quarter, we completed our underwritten public offering and uplisted to the Nasdaq Capital Market, which we believe provides the Company with the capital base required to accelerate our business plan.” Recent Business Highlights Launch of AEROTRACE™: AI-Powered Aerial Intelligence Platform. In February 2026, the Company launched AEROTRACE, an AI-powered aerial monitoring and intelligence solution for infrastructure operators. AEROTRACE is designed to support utilities and industrial operators...
New targeting and testing capabilities help brands scale RCS for Business while reducing common rollout risks and protecting performance NEW YORK, May 20, 2026--(BUSINESS WIRE)--Attentive®, the omnichannel marketing platform redefining how brands and people connect, today introduced Visibility AI, a new targeting layer designed to help brands maximize the value of RCS for Business. Attentive was a...
New targeting and testing capabilities help brands scale RCS for Business while reducing common rollout risks and protecting performance NEW YORK, May 20, 2026--(BUSINESS WIRE)--Attentive®, the omnichannel marketing platform redefining how brands and people connect, today introduced Visibility AI, a new targeting layer designed to help brands maximize the value of RCS for Business. Attentive was among the first platforms to launch RCS for Business with Google in the U.S. Since then, the company has helped leading brands run and optimize RCS campaigns in real-world marketing programs—helping them send hundreds of millions of messages and supporting more than 250 approved RCS agents for brands across industries. Learnings from early deployment informed the development of Visibility AI, Auto-upgrade, and RCS-specific testing tools, giving marketers a more reliable way to test and grow RCS as they prepare for peak moments like Prime Day and Black Friday, Cyber Monday. Helping Brands Get the Most Value out of RCS for Business RCS is a core capability that brands expect to seamlessly enable and integrate with existing messaging experiences. Since first introducing RCS for Business in 2024, Attentive has been focused on three core principles to ensure brands can continue maximizing performance on their messaging programs: Visibility AI: Make messages visible Attentive’s iOS 26-optimized targeting layer determines whether a subscriber is more likely to engage with an RCS message or an existing SMS thread based on inbox visibility signals. This builds on Attentive’s broader approach to maximizing inbox visibility including innovations like its patented two-tap™ mobile technology, helping drive stronger overall program performance by ensuring messages land in the customer’s primary inbox, rather than being filtered to unknown senders. Auto-upgrade: Make experiences consistent While Visibility AI determines the best messaging path for each subscriber, Auto-upgrade helps mainta...
Collaboration combines BMO's no-fee student banking products with Best Buy's national retail and online presence to support students' academic and financial journeys Students who sign up for a BMO Student Chequing Account can unlock a $200 Tech Reward from Best Buy that can be redeemed from a curated list of products featuring brands including Sony, JBL, Nespresso, Dyson, Google Fitbit and more TO...
Collaboration combines BMO's no-fee student banking products with Best Buy's national retail and online presence to support students' academic and financial journeys Students who sign up for a BMO Student Chequing Account can unlock a $200 Tech Reward from Best Buy that can be redeemed from a curated list of products featuring brands including Sony, JBL, Nespresso, Dyson, Google Fitbit and more TORONTO, May 20, 2026 /CNW/ - BMO today announced a first-of-its-kind collaboration with Best Buy Canada to help students prepare for the academic year with tools, guidance and programs designed to help post-secondary students make real financial progress BMO (CNW Group/BMO Financial Group) Ahead of back-to-school season, BMO is combining its no-fee student banking offer with Best Buy Canada's national retail and online reach to give students more choice in how they prepare for the academic year. Eligible students who open and fund a BMO Student Chequing Account can receive a $200 Tech Reward and access a curated range of products from leading brands including Sony, JBL, Nespresso, Dyson and Google Fitbit. "Helping students take control of their financial future starts with giving them the tools and guidance at the moments that matter most," said Andras Lazar, Head, Everyday Banking, Segments & Personal Lending, BMO. "Through our collaboration with Best Buy Canada, we're pairing BMO's no-fee student banking with access to essential technology – empowering students to build their financial literacy, develop smart money habits, make informed decisions about their finances, and make real financial progress." "Best Buy Canada is the go‑to destination for all things tech during back-to-school, making this partnership a natural fit," said Kushal Samy, Head of Brand Marketing, Best Buy Canada. "We've curated a thoughtful assortment of products designed to support and enhance every student's learning journey. We're excited to deliver something truly unique to students through this in...
Former CTO who led eight years of innovation across cloud, security and the Jamf platform succeeds John Strosahl as Jamf enters its next chapter as a private company MINNEAPOLIS, May 20, 2026--(BUSINESS WIRE)--Jamf, the standard in managing and securing Apple at work, today announced the appointment of Beth Tschida as Chief Executive Officer, effective immediately. Tschida, who has served as inter...
Former CTO who led eight years of innovation across cloud, security and the Jamf platform succeeds John Strosahl as Jamf enters its next chapter as a private company MINNEAPOLIS, May 20, 2026--(BUSINESS WIRE)--Jamf, the standard in managing and securing Apple at work, today announced the appointment of Beth Tschida as Chief Executive Officer, effective immediately. Tschida, who has served as interim CEO since March 2026 and previously as Jamf's Chief Technology Officer, brings to the role a track record of leading innovation across cloud, security and the Jamf platform. Tschida succeeds John Strosahl, who led the company through its transition to private ownership following Francisco Partners' acquisition, completed in January 2026. Tschida becomes the first woman to lead the company in its more than 20-year history. "Over the last eight years, I've had the privilege of working with an exceptional team to build the leading platform for managing and securing Apple at work," said Beth Tschida, Chief Executive Officer at Jamf. "Now, AI is reshaping how organizations work, and we are making AI work on Apple. We're building autonomous management so devices manage themselves within boundaries, opening our platform so others can build AI tools directly with Jamf, and delivering the governance layer to deploy AI confidently. Everything we're doing is built on the trust we've earned over two decades of making Apple simple, secure, and connected at scale. I'm energized by what's ahead." "Beth has demonstrated exactly the kind of leadership Jamf needs for its next phase of growth," said Brian Decker, Partner and Co-Chief Investment Officer at Francisco Partners. "Her technical depth, operational discipline, and strategic vision make her the right leader to drive Jamf forward. We look forward to working with Beth as she builds on the foundation this team has created and captures the opportunity ahead in Apple enterprise management and security." "Beth and I have worked together...
This article first appeared on GuruFocus. Micron Technology (NASDAQ:MU) was among the key beneficiaries of a broader semiconductor upgrade at Mizuho, as the bank lifted its price target on the stock to $800 from $740, citing stronger-than-expected AI-driven demand. Analyst Vijay Rakesh highlighted that AI data centers are becoming a major catalyst for memory markets, particularly DRAM and NAND, wh...
This article first appeared on GuruFocus. Micron Technology (NASDAQ:MU) was among the key beneficiaries of a broader semiconductor upgrade at Mizuho, as the bank lifted its price target on the stock to $800 from $740, citing stronger-than-expected AI-driven demand. Analyst Vijay Rakesh highlighted that AI data centers are becoming a major catalyst for memory markets, particularly DRAM and NAND, where Micron has meaningful exposure. According to the note, memory demand is strengthening as AI server deployments scale, with supply conditions expected to remain tight potentially into 1H 2027. That imbalance between rising AI infrastructure needs and constrained supply is a central support for pricing power in the memory cycle. Rakesh also pointed to broader semiconductor tailwinds from AI server buildouts, where higher memory content per server is lifting demand per unit. While the note flagged some offsets in other end markets, such as automotive weakness, the AI data center segment is seen as more than enough to counterbalance that pressure in the near term. The overall message is that Micron is increasingly being positioned not just as a cyclical memory player, but as a direct beneficiary of AI infrastructure expansion, where both pricing and demand trends are moving in its favor, at least through the current build cycle.
Micron Technology MU was among the key beneficiaries of a broader semiconductor upgrade at Mizuho, as the bank lifted its price target on the stock to $800 from $740, citing stronger-than-expected AI-driven demand. Analyst Vijay Rakesh highlighted that AI data centers are becoming a major catalyst for memory markets, particularly DRAM and NAND, where Micron has meaningful exposure. According to th...
Micron Technology MU was among the key beneficiaries of a broader semiconductor upgrade at Mizuho, as the bank lifted its price target on the stock to $800 from $740, citing stronger-than-expected AI-driven demand. Analyst Vijay Rakesh highlighted that AI data centers are becoming a major catalyst for memory markets, particularly DRAM and NAND, where Micron has meaningful exposure. According to the note, memory demand is strengthening as AI server deployments scale, with supply conditions expected to remain tight potentially into 1H 2027. That imbalance between rising AI infrastructure needs and constrained supply is a central support for pricing power in the memory cycle. Rakesh also pointed to broader semiconductor tailwinds from AI server buildouts, where higher memory content per server is lifting demand per unit. While the note flagged some offsets in other end markets, such as automotive weakness, the AI data center segment is seen as more than enough to counterbalance that pressure in the near term. The overall message is that Micron is increasingly being positioned not just as a cyclical memory player, but as a direct beneficiary of AI infrastructure expansion, where both pricing and demand trends are moving in its favor, at least through the current build cycle.
US equity futures were higher pre-bell Wednesday as traders anticipated Nvidia's (NVDA) fiscal Q1 fi Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.
US equity futures were higher pre-bell Wednesday as traders anticipated Nvidia's (NVDA) fiscal Q1 fi Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles.
Pre-Market Stock Futures: Futures are trading higher on the heels of the third straight day of stock declines, and there is growing apprehension that yields will go even higher and that inflation may as well. All of the major indices finished Tuesday lower, and with Q1 earnings all but over and the incoming economic data ... Here Are Wednesday’s Top Wall Street Analyst Research Calls: BJ’s Wholesa...
Pre-Market Stock Futures: Futures are trading higher on the heels of the third straight day of stock declines, and there is growing apprehension that yields will go even higher and that inflation may as well. All of the major indices finished Tuesday lower, and with Q1 earnings all but over and the incoming economic data ... Here Are Wednesday’s Top Wall Street Analyst Research Calls: BJ’s Wholesale Club, Centene, Cigna, Crown Castle, ETSY, Franco-Nevada, Humana, Ovintiv, X-Energy, and More
Related reads: LG UltraGear 25G590B Gaming Monitor With 1000Hz Refresh Rate and 1080p Resolution Announced AMD CEO Dr. Lisa Su has said that the rising costs of memory due to AI demand is going to decrease overall PC and gaming demand in the second half of 2026. More like this AMD FSR 4.1 Support Announced for Older RDNA 3 and RDNA 2-Based GPUs; Here Is What It Means As shown in its Q1 2026 earnin...
Related reads: LG UltraGear 25G590B Gaming Monitor With 1000Hz Refresh Rate and 1080p Resolution Announced AMD CEO Dr. Lisa Su has said that the rising costs of memory due to AI demand is going to decrease overall PC and gaming demand in the second half of 2026. More like this AMD FSR 4.1 Support Announced for Older RDNA 3 and RDNA 2-Based GPUs; Here Is What It Means As shown in its Q1 2026 earnings (via Wccftech), AMD's client and gaming segment for its CPUs showcased a growth of 23% in revenue in Q1 of 2026 compared to last year. Its client side especially saw huge purchases, with OEM's like HP, Dell and Lenovo continuing to use Ryzen products in their pre-built laptops and desktops. But the gaming side with consoles and Radeon GPUs has seen a revenue decrease by 15% this quarter, with expectations for the revenue to fall further down by more than 20% due to memory shortage. Even Sony has announced increased pricing of the PlayStation 5 due to rising costs of components and rumours of Microsoft doing the same for Xbox. But why is the memory shortage decreasing product demand for CPUs and GPUs? In simplest terms, most gamers require all the components of a PC to build it and have it work. When one component -- in this case the RAM or memory -- has a skyrocket in prices, most of them are deterred from building PCs, hence decreasing the demand for the other parts, such as in this case, the GPUs and CPUs. Su said, “Looking ahead, we expect demand for our Ryzen CPUs to remain solid in the second quarter.” However, she also believes that by the second half of this year, PC component shipments will be lower due to rising memory prices. She also mentioned, “It is a tight memory environment, let me be clear, but I think we have a very deep partnership with the memory providers.” She further explained that while there might be a shortage of memory, they are working with their memory vendors to “meet and exceed” targets. In related news, AMD Ryzen CPUs reportedly saw over a ...
Nvidia founder and CEO Jensen Huang, who was in Beijing last week, said "the Chinese government has to decide how much of their local market... they want to protect" (Brendan SMIALOWSKI) · Brendan SMIALOWSKI/AFP/AFP Tech giant Alibaba released on Wednesday a new artificial intelligence chip it said performed three times as well as its predecessor, showcasing growing domestic chipmaker prowess as U...
Nvidia founder and CEO Jensen Huang, who was in Beijing last week, said "the Chinese government has to decide how much of their local market... they want to protect" (Brendan SMIALOWSKI) · Brendan SMIALOWSKI/AFP/AFP Tech giant Alibaba released on Wednesday a new artificial intelligence chip it said performed three times as well as its predecessor, showcasing growing domestic chipmaker prowess as US titan Nvidia struggles for access to China. Semiconductors have been at the centre of a fierce US-China race for AI supremacy, with Nvidia's most advanced chips banned from sale in China by Washington over national security concerns. Beijing has in response sought to bolster its self-reliance, pouring resources into promoting its domestic industry and reportedly barring firms from buying Nvidia chips. Alibaba said its new chip, Zhenwu M890, can deliver three times the performance of its predecessor Zhenwu 810E, which is widely believed to match the capabilities of Nvidia's H20. The H20 is a less powerful version of Nvidia's AI processing units designed specifically for export to China. A more high-end option, the H200, has been licensed to sell to China from the US side, but its access to the Chinese market appears to have stalled. Zhang Guobin, founder of Chinese specialist website eetrend.com, said the timing of the Alibaba launch is "extremely precise". "It's during a window when the prospects of the H200 entering the Chinese market are highly uncertain and Nvidia's business in China has effectively dropped to zero," he told AFP. Nvidia boss Jensen Huang was part of a US business delegation that travelled to Beijing with President Donald Trump last week. He said he had not discussed the H200 directly but added "the Chinese government has to decide how much of their local market... they want to protect". The new Zhenwu M890 chip "provides a reliable option that is insulated from fluctuations in export controls, enabling domestic AI companies to formulate long-term techn...