[ORGANIZATION]
AI data‑center market
Featured in 4 tracked stories · first seen
Situations
Micron AI memory boom and market volatility
74 clusters · 318 sources · last updated
Latest: Micron Technology sees varied investor activity and strong quarterly revenue
In May 2026, Micron began producing its 1-alpha DDR4-compatible DRAM at a new Virginia fab, a $2 billion expansion funded partly by the CHIPS Act. Throughout June, the company reported record earnings driven by high-band
Western Digital AI‑driven storage outlook
2 clusters · 39 sources · last updated
Latest: SanDisk reports record Q4 earnings but shares tumble on muted guidance
Western Digital has deepened its AI‑focused strategy, adding former Nvidia AI executive Manuvir Das to its board and confirming that enterprise‑class HDD shipments are fully booked through end‑2026 with contracts extendi
AI rally lifts AMD, Broadcom, Dell; Intel gains, IBM falls
35 clusters · 207 sources · last updated
Latest: AMD posts record Q2 2026 earnings as data‑center revenue soars, but shares tumble
The AI‑driven rally that lifted AMD, Broadcom and Dell and boosted Intel continued into late summer. AMD’s fiscal‑Q2 2026 revenue hit $11.54 billion, a 50 % YoY rise, driven by a 107 % jump in data‑center sales. Adjuste
Evotec 2026 revenue outlook cut
2 clusters · 6 sources · last updated
Latest: Infineon posts record Q3 revenue of €4.2 billion
Evotec SE announced a substantial reduction of its 2026 full‑year guidance, lowering expected group revenue to €570‑610 million from the previously forecast €700‑780 million and projecting an adjusted EBITDA loss of €70‑