Hedge fund legend David Einhorn cautioned that the unprecedented amount of spending on artificial intelligence infrastructure may destroy vast amounts of capital, even if the technology itself proves transformative https://t.co/pd34aVb70F ...

Vancouver, B.C., Sept. 25, 2025 (GLOBE NEWSWIRE) -- NextGen Digital Platforms Inc. (CSE:NXT) (OTCQB:NXTDF) (FSE:Z12) (“NextGen” or the “Company”) a digital asset and fintech platform bridging traditional capital markets with Web3 infrastructure, is pleased to announce, further to its news release of September 24, 2025, that the proposed expansion of its business into the digital asset ecosystem and the implementation of a cryptocurrency treasury management strategy (the “Change of Business”) has been approv ...

Elon Musk’s xAI signed a new agreement to expand access to its artificial intelligence chatbot Grok to the US federal government, the General Services Administration announced Thursday https://t.co/VfkOVtXlO6 ...

Masayoshi Son’s latest comeback, fueled by high-stakes bets on artificial intelligence, has sent his fortune to new heights. https://t.co/GfC882bNn5 ...

OpenAI, Oracle and SoftBank announced plans to open five new artificial intelligence data centers as part of the government's $500 billion Stargate program. https://t.co/JsgUKSeQBZ ...

get back to business uh here. Uh Marll, we mentioned a bigname company joining the buyback parade. They just did.$5 billion announced this morning. Um you don't own this name, but you do own uh Lamb and KA Corp. And there has been a long list of companies that have announced buybacks over the last couple of months, but you take this one first and we'll go from there. >> Long list of companies buying back their stock except Berkshire Hathaway.That's the one that we're still waiting for. >> I know we're talki ...

Developments in artificial intelligence mean fund manager Ark Investment Management can get by with fewer human recruits, the disruptive technology investor’s founder Cathie Wood said https://t.co/Uxe34cEwI3 ...

.@Nvidia is betting big on the future of artificial intelligence, committing up to $100 billion to build out @OpenAI computing muscle in what could be the largest infrastructure deal in AI history to date. https://t.co/VX0W4Hw6em ...

Core Insights - The 2025 Pujiang Innovation Forum was held in Shanghai from September 20 to 22, focusing on global sci-tech cooperation and innovation [1] - The forum has established itself as a significant platform for sci-tech innovation concepts in China and globally since its inception in 2008 [3] Participation and Scope - The event gathered 550 experts and scholars from over 300 institutions across 45 countries and regions, with around 40% of international participants from countries such as Belarus, the United States, Germany, Switzerland, Denmark, and regions like Hong Kong, Macao, and Taiwan [4] - The agenda included an opening ceremony, a main forum, 30 thematic forums, and five key events, including the InnoMatch Expo and the WeStart 2025 Entrepreneurial Capital Conference [5] Focus Areas - The forum emphasized the integration of sci-tech and industrial innovation, with specific forums dedicated to regional innovation and high-quality development of national innovation demonstration zones [6] - The thematic forums addressed cutting-edge fields such as computational biology, future materials, aerospace and marine technology, global health, and green low-carbon development [7] Investment and Opportunities - The InnoMatch Expo announced 10,000 global technology demand listings, with enterprises committing over 20 billion yuan in investments, and showcased over 80 cutting-edge products [8] - The WeStart Entrepreneurial Capital Conference attracted 1,487 teams from sectors like biomedicine, integrated circuits, artificial intelligence, and future industries, with 100 high-quality projects selected for roadshows and investment matchmaking [9]

Core Insights - Micron Technology, Inc. is set to report its fourth-quarter fiscal 2025 results on September 23, 2025, with projected revenues of $10.7 billion, indicating a year-over-year growth of 43.3% [1][8] - The company estimates adjusted earnings of $2.50 per share, while the consensus estimate has been revised to $2.87 per share, reflecting a year-over-year improvement of 143.2% [2][8] Revenue and Earnings Estimates - The Zacks Consensus Estimate for Micron's fourth-quarter revenues is $11.1 billion, which is higher than the company's projection [1][8] - The earnings per share (EPS) consensus has increased from $2.85 to $2.87 over the past week, indicating positive sentiment [3][5] Market Dynamics - The demand for memory chips is expected to rise significantly due to the increasing adoption of GPU-enabled AI servers, which is likely to enhance Micron's revenue [6][8] - Improved supply-demand dynamics in the memory chip market have led to better pricing for DRAM chips, with fourth-quarter DRAM revenues expected to reach $7.1 billion, a 50.7% year-over-year growth [7][8] Competitive Positioning - Micron has achieved industry-first advancements in memory technology, positioning itself well for future demand [9] - The company is benefiting from a favorable pricing environment for DRAM and NAND chips, driven by the scarcity of advanced DRAM supplies due to AI server demand [15] Valuation Metrics - Micron's shares are currently trading at a price/sales ratio of 3.79, which is lower than the industry average of 3.87, indicating a potential undervaluation [12] Investment Considerations - The company is experiencing growth due to improved market dynamics and effective sales strategies, particularly in data centers and other sectors [14] - Collaboration with NVIDIA for AI technologies is expected to strengthen Micron's market position [16][21]