[ORGANIZATION]
Assenagon Asset Management S.A.
Featured in 2 tracked stories · first seen
Situations
Micron AI memory boom
73 clusters · 323 sources · last updated
Latest: SK Hynix approves $38 billion AI memory plant expansion in South Korea
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 and aimed at easing a DDR4 shortage. The move was presented as a national‑s
Netflix stock valuation debate
2 clusters · 6 sources · last updated
Latest: Institutional investors adjust stakes in Fortinet, Netflix, NRG Energy
Analysts on 2 August 2026 projected a dramatic 268 % jump for Netflix, targeting $270.75 on the back of strong Q1 revenue, advertising growth and an upgraded free‑cash‑flow outlook, even as the stock lagged short‑term mo