Anthropic’s AI Chip Ambitions Spark Semiconductor Sell-Off
Anthropic has started developing a custom AI chip and is in early talks with Samsung. The news sparked a sell-off in Nvidia, AMD, and semiconductor stocks amid growing custom silicon trend.
/ 40 items
#MU↓
Micron Soars on Record $41.5 Billion Quarter as AI Memory Boom Continues
Micron delivered its strongest quarter ever with revenue more than quadrupling to $41.46B. Record earnings and strong Q4 guidance send shares higher after hours.
Micron Partners with Anthropic on Memory, Supply, and AI Infrastructure Push
Micron Technology and Anthropic announce a major strategic partnership covering AI memory optimization, long-term supply, enterprise adoption, and Micron’s investment in Anthropic’s Series H round.
Micron Stock Surges as Trump Praises Massive US Investment
Micron shares jumped in premarket trading after President Trump praised the company’s massive $200 billion US expansion plans.
Samsung Workers Set for Major Strike Over Bonuses – What It Means for Micron Stock
Samsung strike may cut chip supply, boosting Micron profits and stock—unless the government quickly steps in to stop it.
Seagate Plunges as CEO Warns on Capacity Expansion Pace
Seagate stock fell after CEO warned supply won’t grow fast despite strong AI demand, worrying investors about near-term growth.