MarketCatalystSamsung and SK Hynix fell more than 4% in Seoul, and SanDisk, Micron and Seagate dropped 3% to 6% in U.S. trading after China's CXMT reported progress on a denser 4F² DRAM design. Here is what was announced, what is unproven, and how each storage name moved.
Humana's 2027 Medicare Advantage star ratings far beat Wall Street's expectations, setting up a possible bonus-payment windfall in 2028. Baird upgraded the stock, Barclays raised its target, and rivals UnitedHealth and CVS face smaller shares of top-rated members.
Snap rose 6.65% Friday, leading a social media rally, after Blue Duck Capital urged it to sell a 20% stake in its Specs AR glasses unit at a $5 billion valuation. A second activist, Irenic Capital, wants Specs spun off or shut down.
Google's new Gemini agent works like a colleague, with its own identity, multi-day goals and spending caps, aimed at winning the corporate customers that justify Alphabet's AI build-out. Here is what is confirmed, what is still missing, and how the stock has reacted.
Marvell hosts its Investor Day on October 6, and analysts expect higher long-term targets for custom AI chips, optics and earnings per share. Here is what they want to hear and why the stock is priced for a strong showing.
Micron shares are flat after a blowout quarter as investors fear a cyclical peak, yet August memory sales jumped 36% and analysts expect DRAM and NAND prices to keep climbing in the fourth quarter.