Nancy Pelosi’s Warner Bros. Stake Was Cashed Out in Paramount Deal, Worth About 43% of Her Salary
Nancy Pelosi disclosed a new stock transaction, which could be her last trade made while in congress.
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SK Hynix closed below its 200-day average for the first time since May 2025. Counterpoint ranks China’s YMTC No. 3 in NAND.
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Nancy Pelosi disclosed a new stock transaction, which could be her last trade made while in congress.
Micron Technology's stock has plummeted 40% since October 7 due to concerns about AI spending returns, Chinese competition in memory chips, and expectations of peak memory pricing in early 2028 followed by significant price declines. Trading at a low 3.7x forward earnings multiple, analysts project earnings will peak at $227.1 billion in 2028 before declining to $148.7 billion by 2030, suggesting a $5,000 investment could remain flat or double by 2030 depending on valuation multiples.
Chip stocks trade at 9 times 2028 earnings after a 38% crash. Cantor says buy the dip; Bank of America sees a trough tied to data center policy.
DataKrypto has announced a collaboration to integrate its FHEnom for AI encryption technology with Intel's Xeon processors, TDX, and GPU-D series to enhance security for enterprise and sovereign AI infrastructure.
Micron Technology, Inc. has committed to purchase $1 billion worth of shares in the upcoming initial public offering of AI company Anthropic.
AMD is outpacing Intel in the AI chip market with 97% year-over-year data center revenue growth compared to Intel's 78%. AMD expects data center revenue to more than double in 2027 with 80%+ overall revenue growth, significantly outpacing Intel's 13% guidance. Despite trading at similar valuations, AMD's projected 118% EPS growth in 2027 versus Intel's 20% makes it the better investment choice.