Microsoft’s Copilot Overhaul Sends Shares Higher as Investors Reassess AI Monetization
Microsoft’s Copilot refresh lifted $MSFT as investors weighed enterprise AI adoption, monetization and broader Nasdaq strength.
Micron Rally Puts HBM Demand and Earnings Expectations in Focus
Micron’s 1.4% rise to $1082.80 puts HBM demand, supply constraints and earnings expectations at the center of the AI tra…
NetApp Targets GPU-Cluster Storage Growth With Planned Peak:AIO Acquisition
NetApp’s planned Peak:AIO acquisition targets metadata and parallel file-system capabilities as enterprise GPU clusters …
Consumer Sentiment Improves Slightly, but Rising Inflation Expectations Complicate Fed Outlook
A firmer final sentiment reading offers little comfort as higher one-year inflation expectations complicate the Fed’s ra…
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