Sanmina's Potential Boost from the AMD-OpenAI AI Deal
AMD and OpenAI's AI partnership is beneficial for Sanmina. The company builds AMD's GPU racks, but the exact financial impact is "difficult to determine," according to BofA.
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IBM and Anthropic Join Forces to Boost AI for Business
IBM is partnering with Anthropic to add the powerful Claude AI model into IBM software used by large companies. The first tool getting Claude helps software engineers automate coding tasks, making development faster. IBM provides expertise selling tech to major businesses.
Constellation Brands Beats Forecasts Despite Headwinds, Guidance Cut
Constellation Brands' Q2 profits beat analyst forecasts, causing shares to rise. Despite cutting their full-year outlook due to reduced spending by Hispanic customers, the company leads the U.S. beer market.
U.S. Accelerates Critical Mineral Strategy: Ambler Road Approved and Trilogy Metals Receives Government Stake
The US government approved Alaska’s Ambler Road and took a 10% stake in Trilogy Metals to secure critical domestic minerals, causing Trilogy shares to surge.
Dollar Tree Stock Under Pressure: Why Analysts Are Worried
Jefferies downgraded Dollar Tree due to margin pressure, rising costs (inflation, tariffs), and eroding differentiation, predicting lower 2026 earnings.
Major Factory Fire Hits US Auto Supply: What It Means for Ford F-150s
Huge NY aluminum factory fire stops 40% of US car metal supply until next year. Ford F-150 production is now at serious risk.