Core Insights - Morgan Stanley warns that soaring memory-chip prices will negatively impact profit margins for computer makers, leading to downgrades for several companies including Dell Technologies [1][5][6] Memory Market Dynamics - The memory market, particularly Nand and DRAM, is experiencing a pricing 'supercycle' due to increased demand from hyperscalers, a shift to high bandwidth memory (HBM), and previous underinvestment in Nand [2][4] - Spot prices for memory commodities have surged by 50-300% over the past six months, with contract prices expected to rise by double digits each quarter through 2026. Memory fulfillment rates may drop to as low as 40% in the next two quarters [3] Company-Specific Downgrades - Dell Technologies' stock was downgraded from overweight to underweight, with a price target reduced from $144 to $110. Hewlett Packard Enterprise's rating was cut to equal weight with a target of $25, down from $28. HP's stock was downgraded to underweight with a target of $24, down from $26 [5][6] - Other companies affected include Asustek, Giga-Byte Technology, Lenovo, and Pegatron, which were also downgraded by Morgan Stanley [6] Market Reactions - Following the downgrades, Dell's stock fell over 6% to $124.53, HPE's stock dropped more than 6% to $21.34, and HP's stock decreased over 3% to $23.58. In contrast, memory-chip makers Micron Technology and Sandisk are trading at record highs [6]

VIRGINIA CITY, Nev., Nov. 17, 2025 (GLOBE NEWSWIRE) -- Comstock Inc. (NYSE American: LODE) (“Comstock” and the “Company”) today announced that Corrado De Gasperis, Executive Chairman and CEO of Comstock Inc. and its subsidiaries, Comstock Metals, LLC and Comstock Mining, LLC, will participate in the upcoming Water Tower Research Fireside Chat Series taking place on Tuesday, November 18, 2025 at 11:00 a.m. Eastern Time. The Fireside Chat will be hosted by Peter Gastreich, Managing Director at Water Tower Res ...

Sometimes, it pays to know when to jump ship.So far, 2025 has been good for stocks, with the S&P 500 index up by a solid 16% year to date. While this is far from a life-changing return, some individual stocks have well outperformed that average. Many of those companies are participating in burgeoning new industries like generative artificial intelligence (AI) and quantum computing, where hype and investor optimism may have gotten ahead of the fundamentals. Let's explore why shareholders of Palantir Technolo ...

Core Viewpoint - Warren Buffett, the legendary investor, is set to retire as CEO of Berkshire Hathaway, marking the end of a significant investment career, with Berkshire's performance having outpaced the S&P 500 historically, though returns have recently converged sharply [1] Apple - Berkshire Hathaway's investment in Apple, initiated in early 2016, is now valued at $77 billion, constituting 24% of its portfolio [3] - Apple has lagged in generative AI, recently agreeing to pay Google $1 billion annually for its large language model technology to enhance Siri, highlighting its struggle to keep pace with competitors [5] - In the current fiscal year, Apple has spent only $14 billion on capital expenditures, significantly less than Microsoft and Meta Platforms, which spent $94 billion and $70 billion respectively [6] - Apple's leadership appears more focused on short-term stock price returns, planning a $100 billion stock repurchase, rather than investing in innovation for future growth [7] Sirius XM - Berkshire Hathaway owns over 35% of Sirius XM, which has seen its shares decline by 64% over the past five years due to disruption in the radio industry [8][9] - Despite being a monopoly in satellite radio, Sirius XM faces significant competition from new in-car entertainment options, leading to its declining relevance [10] - The company's third-quarter revenue fell approximately 1% year-over-year, with adjusted EBITDA decreasing by 2% to $676 million, indicating challenges in maintaining growth and long-term viability [11]

The stock's performance has been parabolic this year.Micron Technology (MU +4.17%) probably isn't the first place you expect to see explosive gains in the tech industry. Until recently, shares in the 47-year-old computer memory and storage specialist have languished -- struggling to surpass the highs it hit during the dot-com bubble at the start of the century. However, things might finally be changing. The emergence of generative artificial intelligence (AI) has increased demand for its high-capacity data ...

Key Points Netflix's stock split will simply make shares cheaper and easier to trade. This move by the streaming giant won't change the company's market value. But are shares a buy in an increasingly competitive streaming industry? 10 stocks we like better than Netflix › With the market's attention shifting to red-hot industries like generative artificial intelligence (AI) and quantum computing, video streaming giant Netflix (NASDAQ: NFLX) has been somewhat under the radar. But that isn't stopping ...

Core Insights - A fire at Bitdeer's Massillon, Ohio site affected two buildings, but no injuries were reported and the cause is under investigation [1][2][3] - The facility was under construction, with no mining equipment installed, and the fire is not expected to impact the company's operational hashrate [2] - Bitdeer reported a net loss of $266.7 million in Q3, leading to a significant drop in share price, which fell over 31% in the last five trading days [4] - The company is expanding its operations beyond mining to capitalize on the demand for computing power driven by generative artificial intelligence [5]

Core Insights - CLPS Incorporation announced a collaboration with The Bank of East Asia to conduct a Proof-of-Concept for Nibot, an advanced AI agent integrating Robotic Process Automation and Generative Artificial Intelligence [1][2] - The initiative is part of the GenA.I. Sandbox launched by the Hong Kong Monetary Authority and Hong Kong Cyberport Management Company Limited, aimed at enhancing banking operations [1][2] Company Overview - CLPS Incorporation, established in 2005 and headquartered in Hong Kong, focuses on driving digital transformation and optimizing operational efficiency through innovations in AI, cloud computing, and big data [3] - The company operates across 10 countries with strategic hubs in Shanghai, Singapore, and California, providing a robust global service network [3] Project Details - The PoC aims to explore Nibot's potential to improve efficiency, ensure regulatory compliance, and strengthen risk management in financial workflows [2] - Nibot will feature capabilities such as Intelligent Process Generation & Optimization, Automated Risk Monitoring & Feedback, and AI Interactive Verification [5] Leadership Statements - CLPS's Vice President emphasized the collaboration's goal of realizing hyper automation and optimizing financial workflows [2] - The CEO of CLPS highlighted the commitment to ongoing R&D investment to support digital and intelligent transformation [2] - The Head of Fintech Development at BEA noted the importance of reshaping banking operations through advanced AI technologies [2]

Core Insights - Whitestone REIT has acquired the World Cup Plaza in Frisco, Texas, strategically located near the 21,000-seat Toyota Stadium, which will serve as a base camp for the 2026 FIFA World Cup [1][5][6] - The acquisition aligns with Whitestone's strategy of investing in well-located neighborhood shopping centers in rapidly growing markets, enhancing its presence in the affluent Dallas submarket [1][5][6] Property Details - World Cup Plaza spans 90,391 square feet and is located at a high-traffic intersection with approximately 135,000 vehicles per day [2] - The center is in proximity to Frisco Square, a mixed-use development with 1.5 million square feet of office space and 1,400 apartments, and is supported by local high schools that drive consistent traffic [2] Financial and Market Position - The center serves over 293,951 people within a 5-mile radius, with an average household income of $149,335, indicating a strong consumer base [5] - Whitestone expects to leverage its leasing relationships and market knowledge to drive rent growth and enhance customer experience [5] Strategic Importance - The acquisition is expected to increase traffic significantly in 2026 due to the World Cup, providing a unique opportunity to enhance portfolio value and cash flow durability [6] - Whitestone also owns four other shopping centers in the vicinity, further solidifying its market presence [6]

Core Insights - Data centre capacity growth in Europe, the Middle East, and Africa has slowed in 2025 compared to the previous year, despite increasing demand due to power supply constraints [1][4] - Since the release of ChatGPT in late 2022, global data centre demand has surged, leading to a significant increase in planned projects and electricity capacity requirements [2] - Overall live data centre capacity has increased by 12% year-on-year, reaching 11,400 megawatts (MW) [4] Capacity and Demand - New data centre power capacity added since January 2025 is 850 MW, which is 11% lower than the same period in 2024 [2] - The decline in new power delivered is attributed to energy supply constraints rather than a decrease in demand for data centres [4] - Take-up of newly occupied capacity fell to 845 MW, which is only half of the power capacity leased in 2024 [5] Leasing and Contracts - Total contracted power capacity, including both live and future capacity, grew by 12% year-on-year to 14,500 MW, indicating strong underlying demand [5] - As of Q3 2025, 91% of all data centre capacity had been leased, an increase from 87% in the same quarter of 2022 [6]