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Pro Ultr Tech

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Closed: Sep 15, 16:00:00 (EDT)
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  • NVIDIA CEO Says AI Spending Flywheel Is ‘Really, Really Flying’

    benzinga_article·3 hours ago
    - NVIDIA CEO Jensen Huang stated that surging artificial intelligence demand and rapid infrastructure building are driving a powerful economic flywheel. - Huang reported that AI factory infrastructure generates strong returns with rental prices climbing up to $16 per GPU hour, while token generation rates have increased 25-fold in less than a year. - NVIDIA shares rose 0.54% to $213.32 in premarket trading amid favorable analyst ratings and robust growth scores.
    NVDA+0.57%NVDD-0.56%
  • Arteris, Inc. (NASDAQ:AIP) Expands Multi-Die Portfolio With FlexGen NoC IP

    TradingView·13 hours ago
    - Arteris, Inc. launched the FlexGen Multi-Die NoC IP to extend non-coherent connectivity across die boundaries for chiplet AI and HPC designs. - The new solution supports industry-standard UCIe links and claims up to a 50 % reduction in PHY area, power, and I/O. - The expanded offering targets high-growth market segments and is currently available to early access partners and strategic customers.
    AIP-0.97%CDNS-1.83%
  • Micron Advances Memory Innovation With the World's First Ultra-Dense Module for Next-Generation Servers | MU Stock News

    StockTitan·1 day ago, 05:01 AM
    - Micron unveiled the world's first 512GB DDR5 RDIMM module, designed to target power-efficient servers for AI and data-intensive workloads with speeds up to 9,200 MT/s. - The module utilizes advanced vertical interconnect packaging to maximize density, reducing operating power by more than 60% compared to four 128GB modules. - Volume production for the 512GB RDIMMs is scheduled for the second half of 2027, with validation currently underway by partners such as AMD and Intel.
    MU+0.39%MUU+0.57%
  • Micron Investors Get New Reason to Watch Closely

    GuruFocus·16 hours ago
    - Micron Technology faces operational risks in Taiwan as a local union demands a permanent system distributing 15 % of operating profit and threatens a potential strike vote. - The dispute arises while Micron experiences booming AI driven demand for DRAM and high bandwidth memory across its major manufacturing hub. - Investors are closely monitoring upcoming negotiations on September 18 and September 21 to assess potential impacts on production and supply chain stability.
    MU+0.39%MULL+0.56%
  • Trump attacks ‘sick conspiracy’ against AI

    The telegraph·1 day ago, 05:42 PM
    - US President Donald Trump criticized calls by AI leaders to slow development, claiming it is a sick conspiracy that would ultimately benefit China. - Anthropic chief executive Dario Amodei and OpenAI recently advocated for mandatory safety rules and development slowdowns to mitigate potential risks. - Following these regulatory proposals, US tech stocks dropped sharply on Wall Street, with the Nasdaq falling 1.3 % and Nvidia plunging 4.2 %.
    AMD+2.19%AMDD-2.09%
  • Stock Market Today: Dow Falls, Cyber Plays Soar Amid AI Fears; Bessent Makes This Move On Iran (Live Coverage)

    Unusual Whales·1 day ago, 11:00 PM
    DIA-0.62%BUG+2.23%
  • President Trump Calls Nvidia's Huang Onstage, Dismisses AI Regulation Concerns

    Tip Ranks·1 day ago, 01:10 AM
    - President Donald Trump called Nvidia CEO Jensen Huang during the All-In Summit to dismiss AI regulation concerns and dismiss fears of an existential AI takeover. - Trump argued that heavy rules or slowing U.S. tech development would only benefit foreign rivals like China, while a widening split emerges in the tech sector over safety guardrails. - Mizuho viewed the recent drop in AI-linked semiconductor stocks as a buying opportunity, noting that data center spending remains strong despite safety worries.
    NVDA+0.57%AMZN-2.02%
  • Cloudflare adds separate controls for search and AI training

    TechNode·4 hours ago
    - Cloudflare introduced separate controls for search indexing, AI training, and AI agents, replacing the single "Block AI Bots" switch. - The new framework addresses mixed-use crawlers, which account for 36.6 percent of verified crawler traffic on Cloudflare's network, allowing site owners to decline model training without losing search visibility. - Apple, Google, and Microsoft received Cloudflare's new "Accountable" designation after meeting or committing to transparency requirements and separating their search and training operations.
    NET-0.95%MSFT-1.64%
  • Two camps have emerged in the debate over AI safety and regulation

    CNBC·16 hours ago
    - Two opposing camps have emerged in Washington and Silicon Valley regarding AI safety and regulation. - One camp, led by tech leaders like Dario Amodei and Sam Altman alongside politicians like Bernie Sanders, calls for slowing down AI development and implementing regulations to mitigate existential risks. - The other camp, led by President Donald Trump and Nvidia CEO Jensen Huang, dismisses extinction concerns as a hoax and opposes new regulations to maintain technological competitiveness against China.
    NVDA+0.57%NVDD-0.56%
  • Micron Technology Is Ramping Up Production of High-Bandwidth Memory. Here's Why That Could Send the Stock to New Heights This Year

    Motley Fool·1 day ago, 02:36 PM
    - Micron Technology is significantly increasing its production of high-bandwidth memory to capitalize on surging artificial intelligence demand. - The company aims to boost wafer production to 100,000 per month by the end of 2026, up from its previous average of 40,000 to 50,000. - This production expansion and high product margins are expected to drive strong financial results and potentially push the stock to new heights.
    MU+0.39%MUD-0.37%
  • QUICK SPARK: UBS Tags Palantir 'Best AI Enabler'

    benzinga_article·20 hours ago
    - UBS designated Palantir Technologies as the leading enterprise AI enabler following its AIPCon event, highlighting robust demand momentum. - Palantir is expanding its artificial intelligence footprint across enterprise, government, and cybersecurity markets through partnerships with entities like Nvidia and Fujitsu. - Rackspace Technology has collaborated with Palantir and Nvidia to develop managed sovereign artificial intelligence pods for regulated organizations.
    PLTR-0.43%PTIR-0.88%
  • Intel Upgraded, CVS Health Downgraded: Updated Rankings on Top Blue-Chip Stocks

    InvestorPlace·1 day ago, 05:17 PM
    - The author revised the Stock Grader recommendations for 93 major blue-chip stocks based on institutional buying pressure and fundamental health data. - Intel Corporation was upgraded to a strong rating, whereas CVS Health Corporation experienced a downgrade in its total evaluation. - Investors are encouraged to review these updated stock rankings and utilize the proprietary screening tool for profit opportunities.
    ILMN+6.76%ADI+0.09%
  • Nvidia and Micron: AI Slowdown Will Punish One AI Stock More Than the Other, Says Investor

    Tip Ranks·1 day ago, 12:45 PM
    - Summit Research warns that calls to slow frontier AI development could unevenly impact semiconductor stocks like Nvidia and Micron. - Nvidia faces greater vulnerability because a slower upgrade cycle might reduce the urgency for customers to purchase its newest, high-margin accelerators. - Micron remains better cushioned due to its diverse exposure to server DRAM and storage, which benefit directly from high-volume AI inference workloads.
    MU+0.39%NVDA+0.57%
  • ‘Not If, but When,’ Says Top Investor About Microsoft Stock

    Tip Ranks·22 hours ago
    - Microsoft stock has recovered to around $ 500, driven by renewed confidence in its cloud and AI prospects. - Top investor JR Research highlights that Microsoft may triple its compute capacity from 12 GW to 38 GW by 2032 to meet strong long-term demand. - Despite risks to free cash flow margins from aggressive spending, the stock maintains a Strong Buy consensus rating with a $ 571.41 average price target.
    MSFT-1.64%MSFD+1.87%
  • Cloudflare Helps End the Search-or-AI-Training Tradeoff | NET Stock News

    StockTitan·1 day ago, 05:05 AM
    - Cloudflare launched granular controls allowing websites to block AI training while remaining fully discoverable in search results. - Major tech companies like Apple, Google, and Microsoft have met Cloudflare's criteria to be designated as Accountable crawler operators. - This initiative aims to protect creators' content and preserve web openness by addressing challenges posed by mixed-use crawlers, which account for 36.6% of verified crawler traffic.
    NET-0.95%GOOGL-1.26%