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Melius Research

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Situations

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AI chip and infrastructure rally faces volatility

50 clusters · 380 sources · last updated

Latest: Applied Digital revenue jumps 322% on AI data center growth

The AI-driven semiconductor and infrastructure rally continues to face volatility as companies navigate shifting enterprise budgets and high valuations. Nvidia remains a central architect of the ecosystem, recently repor

[ACTIVE] [BUSINESS] [DE] [ES] [US]

Banco Santander financial performance and dividends

2 clusters · 11 sources · last updated

Latest: Microsoft and Honeywell see significant analyst activity and price target shifts

Banco Santander announced a 10% increase in its 2026 interim cash dividend, setting the payout at 0.127 euros per share. This decision, approved by the board of directors, aims to distribute a total of 1.8 billion euros

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