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Samsung ships faster HBM4E chip samples to customers; shares jump

Samsung ships faster HBM4E chip samples to customers; shares jump

5 days ago

<body><p>STORY: Samsung Electronics made a big move in the AI chip race on Friday.</p><p>It said it's started shipping samples of its latest high-bandwidth memory - or HBM - chip to customers.</p><p>It pulls the South Korean tech giant ahead of rivals as they compete to send out new versions of HBMs which are critical to AI data centers.</p><p>The new chip is the 12-layer HBM4E and Samsung said it's more than 20% faster than its previous-generation HBM4 products.</p><p>The rollout is part of Samsung's efforts to regain momentum in the HBM market.</p><p>It had fallen behind rivals like SK Hynix and Micron in supplying advanced AI memory chips, particularly to Nvidia.</p><p>Samsung's clients include major AI players Nvidia, AMD and Google, among others.</p><p>Demand has surged for advanced memory chips used in AI servers and processors.</p><p>Investors liked what they heard Friday.</p><p>Shares of Samsung Electronics rose as much as 6.5% in morning trading.</p><p>Rival SK Hynix also saw its shares climb just over 1%.</p></body>

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Dell Shares Soar 40% After Outlook Tops Estimates on AI Boom

Dell Shares Soar 40% After Outlook Tops Estimates on AI Boom

5 days ago

(Bloomberg) -- Dell Technologies Inc. shares surged 38% in premarket trading Friday after the hardware maker gave an outlook for annual sales that far surpassed analysts' estimates, fueled by demand for servers that power artificial intelligence work.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekCVS Returns Zepbound to Drug Plans After Lilly Slashes PriceUS, Iran Agree to 60-Day Truce Renewal Pending

Bloomberg
Dell rallies about 40% on strong Nvidia‑powered AI server demand

Dell rallies about 40% on strong Nvidia‑powered AI server demand

5 days ago

Shares of Dell Technologies soared nearly 40% in premarket trading on Friday, after robust demand for its Nvidia-powered ‌AI servers prompted the company to raise its annual revenue ‌and profit forecasts. Dell has benefited significantly from data center investments by Alphabet and Amazon, as well as price increases and improved supply chain management. On Thursday, Dell ‌raised its annual revenue forecast ⁠to $165 billion to $169 billion from $138 billion to $142 billion, and said it now expects AI server revenue of about $60 ⁠billion in fiscal 2027, up from $50 billion.

Reuters
Key Themes to Watch at Asia’s Biggest AI Tech Show

Key Themes to Watch at Asia’s Biggest AI Tech Show

5 days ago

(Bloomberg) -- Nvidia Corp.’s Jensen Huang leads a parade of AI computing leaders in Taiwan for Asia’s biggest technology showcase, Computex. Over a jam-packed week, the hardware linchpins of the post-ChatGPT era will debate the most pressing issues facing their industry, from growing bottlenecks in the supply of essential components like memory chips to the rise of challengers to Nvidia at the apex of the semiconductor hierarchy.Most Read from BloombergSingapore Hands Byju's Founder His First E

Bloomberg
Should Meta’s New Meta One Subscriptions and AI Spending Shift Require Action From Meta Platforms (META) Investors?

Should Meta’s New Meta One Subscriptions and AI Spending Shift Require Action From Meta Platforms (META) Investors?

5 days ago

In late May 2026, Meta Platforms unveiled global paid subscription plans for Facebook, Instagram, WhatsApp and its Meta AI chatbot under the new Meta One brand, adding recurring fees for enhanced features and services alongside its existing advertising model. This marks a material shift in how Meta seeks to cover its very large AI infrastructure spending, layering subscription revenue onto a business still rooted in digital ads. We’ll now examine how Meta’s push into Meta One subscriptions...

Simply Wall St.
Here’s Why Meta (META) is Among the 12 Most Profitable Stocks to Invest In

Here’s Why Meta (META) is Among the 12 Most Profitable Stocks to Invest In

5 days ago

Meta Platforms, Inc. (NASDAQ:META) is one of the 12 Most Profitable Stocks to Invest In. On May 24, 2026, Meta Platforms, Inc. (NASDAQ:META) Technology chief Andrew Bosworth was reportedly working to transform the company’s workforce using AI, according to The Wall Street Journal’s Meghan Bobrowsky. In a companywide memo, Bosworth said Meta aims for agents […]

Insider Monkey
Guidewire Software and Varonis Systems Shares Are Soaring, What You Need To Know

Guidewire Software and Varonis Systems Shares Are Soaring, What You Need To Know

5 days ago

A number of stocks jumped in the afternoon session after Snowflake's impressive earnings results provided the clearer evidence that the "SaaSpocalypse" — a rolling selloff that had erased approximately $2 trillion from software market values since late 2025 on fears that AI would make subscription software obsolete — had been overstated for platforms sitting at the centre of AI workflows.

StockStory
Why SoundHound AI (SOUN) Stock Is Up Today

Why SoundHound AI (SOUN) Stock Is Up Today

5 days ago

Shares of voice AI technology company SoundHound AI (NASDAQ:SOUN) jumped 5.7% in the afternoon session after Snowflake's impressive earnings results provided clearer evidence that the "SaaSpocalypse" — a rolling selloff that had erased approximately $2 trillion from software market values since late 2025 on fears that AI would make subscription software obsolete — had been overstated for platforms sitting at the centre of AI workflows.

StockStory
Oracle (ORCL) Shares Skyrocket, What You Need To Know

Oracle (ORCL) Shares Skyrocket, What You Need To Know

5 days ago

Shares of enterprise software giant Oracle (NYSE:ORCL) jumped 6.9% in the afternoon session after Snowflake's impressive earnings results provided the clearer evidence that the "SaaSpocalypse" — a rolling selloff that had erased approximately $2 trillion from software market values since late 2025 on fears that AI would make subscription software obsolete — had been overstated for platforms sitting at the centre of AI workflows.

StockStory
Workday and Doximity Shares Are Soaring, What You Need To Know

Workday and Doximity Shares Are Soaring, What You Need To Know

5 days ago

A number of stocks jumped in the afternoon session after Snowflake's impressive earnings results provided clearer evidence that the "SaaSpocalypse" — a rolling selloff that had erased approximately $2 trillion from software market values since late 2025 on fears that AI would make subscription software obsolete — had been overstated for platforms sitting at the centre of AI workflows.

StockStory
Why Shopify (SHOP) Stock Is Up Today

Why Shopify (SHOP) Stock Is Up Today

5 days ago

Shares of e-commerce platform Shopify (NASDAQ:SHOP) jumped 6.8% in the afternoon session after Snowflake's impressive earnings results provided clearer evidence that the "SaaSpocalypse" — a rolling selloff that had erased approximately $2 trillion from software market values since late 2025 on fears that AI would make subscription software obsolete — had been overstated for platforms sitting at the centre of AI workflows.

StockStory
Dynatrace, Paycom, and Zeta Global Shares Skyrocket, What You Need To Know

Dynatrace, Paycom, and Zeta Global Shares Skyrocket, What You Need To Know

5 days ago

A number of stocks jumped in the afternoon session after Snowflake's impressive earnings results provided clearer evidence that the "SaaSpocalypse" — a rolling selloff that had erased approximately $2 trillion from software market values since late 2025 on fears that AI would make subscription software obsolete — had been overstated for platforms sitting at the centre of AI workflows.

StockStory
Rapid7, Unity, and C3.ai Shares Skyrocket, What You Need To Know

Rapid7, Unity, and C3.ai Shares Skyrocket, What You Need To Know

5 days ago

A number of stocks jumped in the afternoon session after Snowflake's impressive earnings results provided clearer evidence that the "SaaSpocalypse" — a rolling selloff that had erased approximately $2 trillion from software market values since late 2025 on fears that AI would make subscription software obsolete — had been overstated for platforms sitting at the centre of AI workflows.

StockStory
Zscaler (ZS) Stock Is Up, What You Need To Know

Zscaler (ZS) Stock Is Up, What You Need To Know

5 days ago

Shares of cloud security platform Zscaler (NASDAQ:ZS) jumped 4.7% in the afternoon session after Snowflake's impressive earnings results provided clearer evidence that the "SaaSpocalypse" — a rolling selloff that had erased approximately $2 trillion from software market values since late 2025 on fears that AI would make subscription software obsolete — had been overstated for platforms sitting at the centre of AI workflows.

StockStory
Domo, GitLab, and Tenable Stocks Trade Up, What You Need To Know

Domo, GitLab, and Tenable Stocks Trade Up, What You Need To Know

5 days ago

A number of stocks jumped in the afternoon session after Snowflake's impressive earnings results provided clearer evidence that the "SaaSpocalypse" — a rolling selloff that had erased approximately $2 trillion from software market values since late 2025 on fears that AI would make subscription software obsolete — had been overstated for platforms sitting at the centre of AI workflows.

StockStory
Navellier to SpaceX buyers: wait for escape velocity

Navellier to SpaceX buyers: wait for escape velocity

5 days ago

While it seems like every retail investor on the planet is going to be fighting over SpaceX shares on initial public offering (IPO) day, I believe this is a classic wait-and-see. Further, aerospace suppliers might be a better way to profit from the SpaceX IPO craze than a direct investment in ...

TheStreet
Assessing Tesla (TSLA) Valuation After Recent Share Price Strength And Bold Growth Narratives

Assessing Tesla (TSLA) Valuation After Recent Share Price Strength And Bold Growth Narratives

5 days ago

Tesla stock snapshot after recent performance moves Tesla (TSLA) has attracted fresh attention after recent share price moves, prompting investors to reassess what the current numbers might say about the stock’s risk and return profile. See our latest analysis for Tesla. Recent gains, including a 17.57% 1 month share price return and a 9.84% 3 month share price return to around $442.10, contrast with a relatively muted year to date move. At the same time, a 5 year total shareholder return of...

Simply Wall St.