TradingKey - Shares of Nvidia competitor Cerebras Systems (CBRS) rose for a third consecutive day, returning to a one-month high. At the time of writing, the stock gained 3.89% to $216.69. Cerebras announced today a strategic partnership with cybersecurity giant CrowdStrike (CRWD). As Cerebras offers the world's fastest AI inference compute solution and CrowdStrike provides an industry-leading AI-native security platform, the two companies will join forces to provide enterprise customers deploying large-scale AI with a combination of extreme inference speeds and AI-native security capabilities.

TradingKey16 minutes ago

Micron (MU) Bounces to $969 - Morgan Stanley and BofA Both Say Buy the Dip

TradingKey - Micron bounced from $848 to $969 after Morgan Stanley called the selloff a buying opportunity and BofA said open-source AI actually helps memory demand. 16 non-cancelable contracts worth $22B. At $938, here is where resistance sits.

TradingKey55 minutes ago

GE Vernova Revenue Beats Estimates But Fails to Offset Profit Pressure, Shares Slump Over 10% Pre-Market

TradingKey - Against the backdrop of the ongoing global boom in AI data center construction and the acceleration of investment in power infrastructure, GE Vernova (GEV) delivered quarterly results featuring strong revenue and record-high orders. However, as profitability failed to meet market expectations, the company's share price dropped more than 10% in pre-market trading, following a previous rise of nearly 7%.

TradingKeyan hour ago

AMD to Invest $5 Billion in Anthropic, Signs Multi-Billion Dollar AI Chip Orders, Striking at Heart of Nvidia’s Monopoly

TradingKey - On July 22, Eastern Time, The Wall Street Journal reported that AMD and AI company Anthropic have signed a multi-billion dollar AI server partnership agreement. According to the terms of the agreement, Anthropic will procure up to 2 gigawatts (GW) of AMD’s next-generation AI chip, the Instinct MI450, for its data centers starting in the first half of 2027, and may lease a portion of the computing power through other major cloud service providers or new cloud vendors.

TradingKey2 hours ago

Dell Stock Forecast: Record AI Orders Put $439 in Focus; What's Next?

TradingKey - Dell reported record Q1 FY2027 revenue of $43.8 billion, booked $24.4 billion in AI server orders and raised its annual outlook. DELL’s breakout now puts $439 in focus.

TradingKey2 hours ago

US Pre-Market: Brent, WTI Rise Over 4%, Google, Tesla Earnings Approach, Super Micro Computer Surges Over 14%

TradingKey - On July 22, Eastern Time, the three major US stock index futures collectively declined during pre-market trading. As of press time, Nasdaq 100 Index futures fell 0.76%, S&P 500 Index futures dropped 0.29%, and Dow Jones Index futures were down 0.13%.

TradingKey3 hours ago

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